SiteCheckin

Run a multi-location business

The business console — live overview of every location, roll-up reports, shared branding, team, settings — and switching between locations.

Requires a business role (Viewer, Admin, or Owner)

The location switcher needs a personal (email or Google) account — shared username logins belong to one location.

Open your business from Home with Manage business → (Business Admins and Owners). With 2+ locations, Home also has a Live console button — that's the way in for Business Viewers.

What's in the console

Section What it does Who sees it
Overview Every location with how many are in the queue and checked in today, plus Live board and Reports buttons (these open the location's own pages, which Viewers can't use) Every business role
Live console A location rail with live counts and attention cues; select one to see its real board, without signing in to each location. Viewers see the counts only. Every business role (2+ locations)
Reports Location report metrics rolled up across every location, with a per-location table Every business role (2+ locations)
Resources The same roll-up for room and equipment reservations Every business role
Customers A business-wide customer directory — searches your locations only; records never cross between businesses Admin, Owner (2+ locations)
Locations Create, adopt, release (release is Owner-only); jump to each location's board, settings or team Admin, Owner
Team Business members whose roles cascade to every location Admin, Owner
Business settings Shared branding, the business workflow, and the danger zone Admin, Owner
Plan Your plan, usage and limits — see Plans, quotas & limits Admin, Owner (billing changes: Owner)

Business reports are one page for the whole business. The per-style report tabs (Line, Take-a-number, Rooms) are on each location's own Reports page.

Team

Under Add a member, enter the person's email and pick a role: Business admin (manages all locations), Business viewer (reports only), or Business owner (only an Owner can add owners). They must already have a SiteCheckin account. You can't remove the last owner.

Business settings

  • Branding — business name, logo (an image URL, or upload a PNG, JPG, GIF or WebP up to 2 MB) and Marketing consent text. New locations show the business logo until they set their own. To push the logo and consent text to every location, select Apply branding to all <N> location(s).
  • Business workflow — the Default workflow new locations start with; tick Apply to all locations now to change every location too. You can also create business-shared custom workflows here.
  • Danger zone (Owner) — delete the business. This only works once it has no locations and no active subscription.

Switch between locations

  • Queue screen locations: when you can reach 2+ locations, the location name with ▾ sits in the top bar (just a pin icon on phones).
  • Classic menus: select the location name at the top of the sidebar.

The menu lists every location you can reach — including ones you reach through a business role — grouped by business, then All locations — <business> (the business console) and All my businesses (Home). Switching keeps you on the same page (Reports → Reports, Settings → Settings) when it exists there and you're allowed to see it; otherwise you land on that location's main screen (My booth at take-a-number, the Queue at a line). Inside the business console, the business name at the top of the sidebar switches to a location or to another business. Search (⌘K) lists your locations too.

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