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How do I set up each location correctly?

Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.

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Help Center › Categories › Set Up Your Business › Set Name, Money and Time for Each Location
Answer

Switch to the right location first. Use General Settings for the name and contact details. Use Regional Settings for country, money and time. Save both and test the result right away.

Before you start

  • Collect the location name, phone, email, logo and address before you start.
  • Know the country, money type and time zone for that location.
  • Make sure you are in the correct location before saving anything.

Step-by-step guide

  1. Use Branch Select to move into the location you want to set up.
  2. Open General Settings and enter the location name, contact details and logo.
  3. Open Regional Settings and choose the country, then check the money and time settings.
  4. Save the changes and test a real page like Dashboard, POS, payroll or an invoice.

How to confirm it worked

  • The location shows the correct name, money sign and time zone after refresh.
  • Invoices, dashboard amounts and dates look right for that location.
  • Staff can clearly tell they are working in the correct location.

Common mistakes

  • Saving changes in the wrong location.
  • Changing the money type without testing POS, invoices or dashboard output after.
  • Changing one location and expecting all other locations to change too.

Do this in Cellivo

Open the live Cellivo screen in the next tab while keeping this answer open here.

Open Branch Select Back to category

More answers

Set Up Your Business 5-10 min

How does Cellivo organise my business?

Your main Cellivo account holds billing and all of your locations. Each location is where the daily work happens. Then you choose which staff can use which locations.
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How many locations can I run on my plan?

Open Subscription to see your plan and how many locations it allows. Then create only the live locations you really need now.
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How do I add staff and limit access?

Create the staff account in Users, choose the right role, give access only to the needed locations, then test the login to make sure it works as expected.
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What should I check before the free trial ends?

Before the free trial ends, check billing, location count, settings and staff access. Then test one real task in each live location. Do not wait until the last day.