Managing Locations
What This Helps You Do
Section titled “What This Helps You Do”Add another business location, update its contact and timezone information, choose the primary location, and safely remove or restore a location.
Who Can Do What
Section titled “Who Can Do What”- An System owner can add a location from the location directory and remove or restore a non-primary location.
- An Administrator can manage workspace-wide location settings.
- A Location manager can edit locations assigned to them, but cannot add a new location or change business-wide location lifecycle settings.
The portal shows only actions your responsibilities allow. See Roles & Permissions for the current responsibility model.
Add a Location
Section titled “Add a Location”- Open Locations under Global Settings.
- Select Add Location.
- Search for the location’s Google listing by its public phone number, or select Continue without a Google Listing.
- If several listings appear, compare the name and address, use Click to test in a new window when needed, and select the correct listing.
- Confirm every location field. Google may return only part of a listing, and service-area businesses may have an address hidden by Google.
- Save the location.
Automatic lookup may identify a response as fresh or saved. If it is temporarily unavailable, enter the location manually; you can add a Google Place ID or review link later.
Location Fields
Section titled “Location Fields”| Field | Required | Notes |
|---|---|---|
| Company Name | Yes | Business name for this location |
| Location Phone | Yes | US or Canadian number customers call for this location |
| Location Country | Yes | United States or Canada |
| Location State/Province | Yes | Options change with the selected country |
| Timezone | Yes | Controls local report dates, timestamps, and notification timing |
| Location Identifier | Yes | A unique short label your team and customers can recognize; an address may prefill it, but you can edit it |
| Location Address | No | Street address; leave blank for a service-area business when appropriate |
| Address Line 2 | No | Suite, unit, or secondary address |
| Location City | No | City where the location is based or primarily serves |
| ZIP / Postal Code | No | ZIP code in the US or postal code in Canada |
After creating a location, you may want to:
- Set up location-specific branding
- Add review sites for the location
- Create a Review Flow for the location
- Assign team members to the location
All-locations responsibilities already extend to a newly added location. People with specific-location responsibilities need an explicit assignment there. Review your Usage & Limits after adding or removing enabled locations because request allowances are pooled across the workspace.
Edit a Location
Section titled “Edit a Location”- Open Locations under Global Settings.
- Select the location.
- Update the fields you are authorized to manage.
- Save the changes.
If a Location manager can see a location but cannot edit a particular workspace-wide action, a System owner or Administrator needs to handle it.
Change the Primary Location
Section titled “Change the Primary Location”The primary location serves as the workspace’s main location. To change it:
- Open the location directory.
- Turn on Primary Location for the new primary location.
- Confirm the change.
You need business-wide location management to use this control.
Remove or Restore a Location
Section titled “Remove or Restore a Location”Removing a non-primary location moves it out of normal day-to-day use while preserving its records and configuration for possible restoration. Review the confirmation carefully: flows, links, users, and other resources may still be connected to it.
Before removal, check any distributed Smart Links or QR codes and the resources they open. After restoration, verify the location’s resources and team access before sharing its customer links again.
An Owner can remove or restore a customer location. Permanent deletion is intentionally more restricted; contact FSRevs when you need a location and its retained data permanently purged.
Common Mistakes
Section titled “Common Mistakes”- Assuming Google filled every field — Confirm the phone, state or province, timezone, and identifier before saving.
- Treating the identifier as automatic — An address can prefill it, but the saved identifier is required, editable, and must be unique.
- Choosing your own timezone — Use the branch’s timezone so reports and scheduled activity have the right local context.
- Removing a connected location too quickly — Read the dependency warning and review linked customer experiences first.
- Forgetting team access — Assign the right responsibilities at the new location before expecting team members to see its data or tools.
Connect a Location to Google
Section titled “Connect a Location to Google”A System owner or Administrator can connect a Google listing to an existing Location or create a new FSRevs Location from the Google accounts page. Review the business details and explicitly confirm which public Google links belong to the listing. A public Place ID alone does not authorize access to individual reviews.
If a Location is created before Google setup finishes, keep that Location and complete the pending connection rather than creating a duplicate. Detaching the authenticated relationship preserves its public review link. See Connect Google Accounts and Listings.