Enterprise Location Template

INTRODUCTION

Feature Summary: Quickly create new organizations from a template.
Use Cases: Save time and avoid duplicate work when expanding operations.

PREREQUISITES

You have at least one full (all settings complete) location and an active subscription.
Your organization is set up as an Enterprise.
At least one person in your Enterprise holds the role of Enterprise Manager. If you cannot create this role, contact the Customer Success team.

WHAT IS A LOCATION TEMPLATE?

It's a time-saving tool for operations that want to add locations. Instead of building a new location from scratch, the Enterprise Manager can create a new location by copying the Location Template.

The template acts like a parent file. The settings and requirements in the parent become the template for all new organizations.

If you are an Enterprise Manager and do not see Location Template in your Enterprise Dashboard (and would like to use it to create new locations) please contact Support.

CREATING YOUR LOCATION TEMPLATE

Once you have created your first location and CourtReserve recognizes you as an Enterprise, you can set up a Location Template.

In the left navigation, locate the Enterprise tab and enter the Enterprise Dashboard.

Once on the Enterprise Dashboard, locate the Location Template in the left navigation.

If a Location Template does not exist, a popup prompts you to create one. In the drop-down menu, choose the location with the settings you want to copy. Then, create the template.

During the copying process, the original enterprise location and its setup do not change. You are simply copying the settings to create a default template for new locations added in the future.

ACCESSING & CHANGING THE LOCATION TEMPLATE

After the Location Template is created, you can change it at any time via the Location Template link in the left navigation.

Changes made to the Location Template are NOT mass-updated across existing locations. The changes only apply to locations that you create after saving the updates.

WHAT IS INCLUDED IN THE LOCATION TEMPLATE?

The Location Template copies some but not all elements from the parent location. Here is a list of items included and not included in the location template.

Included in the Location Template

These items will be set up/created in each new location.

Click the arrows below to see more details on what is included.

Organization Settings

General Settings
System Users- Setup Template Users fro creating Sub-Admins in your locations. DO NOT add user accounts to the Location Template. It will not copy them as users to new created locations. Only Templates can be created for creating new users. See article.
Kiosks

💡 TIP Use System Users to set up Template Users (e.g. front desk, instructors, etc.) - LEARN MORE

Court & Resource Settings

Courts
Court Types
Closure Types

💡 TIP Set up a default number of Courts and Court Types. It's likely your locations will differ from the default numbers, but this can be a starting point for future locations.

Instructor Settings

Lesson Types
Instructor Types

Reservation Settings

Reservation Types
Email Messages
Custom Fields

Booking Settings

General
Restrictions
Discounts

Event Settings

Event Categories
Event Defaults
Event Sessions
Tags
Custom Fields

Member Settings

Membership Types & Settings (Membership costs, etc.)
Custom Ratings
Custom Fields

Portal Settings

Setup
Sign-Up Form
Welcome Email
Logo
Website Settings (colors, general settings, home page, navigation)
Mobile Settings

Widgets

Widgets and Settings

Billing Settings

Revenue Categories
Memberships
Taxes-
Auto Refunding (top part of the page only)

💡 TIP Create tax placeholders such as 1% so they can be applied appropriately in the template and adjusted once the new location is set)

Notifications

Player
System Users

Add-Ons

Point of Sale (Item Categories only)
Add-ons enabled (add-ons will be enabled, but not set up. Setup must be done by the location of each add-on)

NOT Included in the Location Template

These items must be set up after you create a new location.

Click the arrows below to see more details on what is not included.