How to Setup Location Hierarchy
Posted by
Support Team
on
June 2, 2025
— Updated on
June 9, 2025
To setup location hierarchy within your fitness business management software platform, follow the step-by-step instructions below.
This guide will cover how to set up location hirarchy.
1. Sites
On a multi-location platform, navigate to the “Sites” section.
2. Setup Hierarchy Levels
When you’re on the Sites page, click “Setup Hierarchy Levels” to set up your location hierarchy.
3. Enter Hierarchy Name
In the Setup Hierarchy Levels modal, enter the name of your hierarchy and click “Add”. You may repeat this step depending on how many levels you want to set up.
4. Hierarchy Levels
After adding the hierarchy levels, they will be displayed in the modal. You can rearrange the levels by clicking the up or down arrows. To delete a level, click the trash icon.
5. Save Changes
Click “Next” to save your changes and proceed.
6. Add Hierarchy Levels
In the Hierarchy Items Tree section, the root is now displayed. You can click the “+” icon to add the hierarchy levels you’ve configured.
7. Rename or Delete Levels
When a hierarchy level is displayed in the Hierarchy Item Tree, you’ll have the option to rename or delete it.
8. Add Root Node
In the Hierarchy Items Tree section, if you want to add another root, simply click “Add Root Node”.
9. Save
Save your hierarchical structure.
10. Link Patform
Once everything is set up, you can begin adding locations to your hierarchy by clicking the “Link Platform” icon. Please note that locations can only be added to the lowest level of your hierarchy.
11. Generate Invite Link
In the Invite Site modal, select a node from the dropdown list to generate an invite link. Once the link appears below the dropdown, you can copy it and share it with staff members so they can create their platform and be added to the hierarchy
12. Access Locations
The created or added locations will be displayed under the root child or the node where you clicked the link. You can access these locations by clicking the arrow icon, and view the summary by clicking on the Platform Stats icon.
By implementing the Location Hierarchy feature, users will experience improved organizational clarity and streamlined processes.
