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Setup

How do I set up a multi-location business in CitaFlow?

2 min read

CitaFlow supports multi-location businesses, but it is important to understand which parts are shared and which are managed separately.

How a multi-location account works

In a multi-location setup:

  • Each branch keeps its own day-to-day operation.
  • You can assign different staff to each location.
  • Customers can choose the branch when booking.
  • An administrator can switch between branches from one access point, without constantly logging out and back in.

This is useful for businesses that want centralized visibility without mixing calendars or services across locations.

What is usually separate per location

These items are typically configured independently for each branch:

  • Services
  • Prices
  • Durations
  • Opening hours
  • Staff
  • Availability

If you change a service in one branch, that change may not automatically sync to the others. This is intentional, because many businesses do not offer exactly the same setup everywhere.

What can be shared

Depending on your setup, shared elements may include:

  • The phone number
  • The WhatsApp account
  • Part of the chatbot or AI agent logic
  • Central admin access

What customers see when booking

For multi-location businesses, the booking flow should make the branch clear. Best practice is to ask for the location early in the process to avoid confusion, especially if branches share the same phone number or WhatsApp.

Best practices

If your branches are mostly similar:

  • Set up one branch first as the reference.
  • Then review the second branch to replicate services, prices, and descriptions.
  • Check that each staff member is assigned to the correct location.
  • Verify that the website and bot display all locations properly.

If you use one shared communication channel, also make sure the bot asks for the branch before offering times or professionals.

Important

Sometimes the interface may lag behind and not immediately reflect changes perfectly, especially in new multi-location setups. A visual mismatch does not always mean the database or chatbot is configured incorrectly.

In short: CitaFlow supports multi-location setups well, but it helps to decide from the start what should stay shared and what should remain independent per branch.