Who is the multi-location plan for?
The multi-location plan is for businesses that have multiple locations, practices, offices or venues where the management of leads for all is managed centrally by a team in one Boxly account.
Here's a scenario that will explain if this is the right plan for your business.
One Boxly Account, Multiple Locations
All leads centrally managed by a dedicated call center or lead management team.
Smiles Dental Practice operates 10 different locations across the UK. With the multi-location plan, all patient leads from these locations are collected and managed through a single, centralized account. This allows Smiles Dental to efficiently manage their lead channels across all practices, while still maintaining control over who has access to leads from specific locations.
Additionally, Smiles Dental can customize their lead management. For example, they can choose to have their central team handle most leads while allowing individual practices to manage less critical or lower-value leads. The multi-location plan provides flexibility for this kind of tailored approach.
Key Features in Multi-Location Plan
Location Access Toggle
Toggle between the Locations you have access to with ease, as shown in the image below where users can switch locations in "Things to do". You will only see leads from the locations you have access to.
Reporting by Location (coming soon)
You'll be able to generate reports based on location.
Assign Location in Box Automation
When setting up Box automations, you can now decide if the automation applies to one specific or all locations. For example, you can send out a location specific email, sms or WhatsApp response to a customer.
Assigning leads based on Location-Specific Channels
You can assign each connected lead channel to a specific location. This ensures that when a lead comes in, it is automatically assigned to the correct location, improving both lead tracking and reporting.
Please note
When you sign up for the location plan, you will no longer have the ability to add or delete locations yourself. Instead, you’ll need to contact the Boxly sales team to manage your locations, in location account settings click “Contact Support" to delete a location.
How to Get the New Multi-Location Plan
This feature is available upon request and is billed on a per location monthly fee.
Simply reach out to our sales team for a chat.
Frequently Asked Questions and Troubleshooting
How do I update my team's permission settings?
Check out the Inviting a New Team Member article that walks you through inviting team members, user permissions, and notification settings. The article also explains how to assign access to locations to specific users/team members.