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Expanding Your Business: Adding a New Location to Walla

Here are some important considerations to review before you launch your new location in Walla.

Updated over 2 months ago

Congratulations on your new location! We're excited to see your business grow.

Before you launch your new location, there are several items to consider which may take some time. Please plan ahead and provide advance notice to our Support and Billing Teams if you will be making changes in your Walla site.

Alert Walla First

  • Heads up! Adding a new location will involve updating your Walla Subscription Agreement. Please contact [email protected] to let them know you're opening a new location and to discuss your agreement.

  • Our Support Team can answer any questions you have about how to add your new location. First, review the checklist below.

Adding a new location to your business means you'll need to review the key elements that you set up for your first (or existing) locations. Be sure to review each section thoroughly.

Document Center

  • Each location can have its own Liability Waiver. If you need separate waivers, go ahead and add that in now and set it Live.

  • Add any contracts, agreements, or policies that are unique to your new location so they can be assigned to plans later.

Classes

You'll need to set up a class schedule for your new location before clients can start booking.

  • Class Types unique to the new location will need to be created.

  • Add the location to any applicable Class Types that already exist. Once added to a new location, you can edit the eligible staff, booking settings, payment options, and photos.

Note: general class settings in the "Settings" tab, such as the name and description, are global and will apply to all locations.

Tip: use the gear icon on the Schedule page to configure your class defaults for your new location before you start scheduling. Each class type can have its own defaults per location.

If you're not ready for your new schedule to be visible online, wait to add your class schedule!

See how/where to add a location to a Class Type

Appointments

Appointment Types cannot be shared across locations. Any appointments offered at your new location needed to be created and set up.

Enrollments

  • Enrollments unique to the new location will need to be created.

  • Add the location to any applicable enrollments that already exist. Once added to a new location, you can edit the pricing and payment settings and photos.

Note: general enrollment settings in the "Settings" tab, such as the name and description, are global and will apply to all locations.

See how/where to add a location to an Enrollment

Plans

How clients can buy and use plans across multiple locations depends on how your plan Location Settings are configured.

  • First, confirm which existing plans will be sold at the new location

  • Then, check the plan's Location Settings which will either be located in the "Payment Plan Details" tab, or will be listed as its own tab: "Location Settings"

Payment Plan Details Tab

Click into a plan you want to view to open the Payment Plan Details tab. Here you will see the primary details of the plan, including the Location Settings.

If you don't see the "purchase at" and "use at" settings in the Payment Plan Details tab, this means the plan is already configured to allow customization at the location level. Instead, you will see a tab in the Plan Details called Location Settings.

Purchase At

“all current and future locations” - this means clients can purchase this plan at your new location.

  • This setting is not editable. If the New Location's plan pricing or contract/agreement is different than the existing settings, you must recreate the plan with the location setting: Plan can be purchased at the locations selected with the option for varying prices, contracts, and usage

Use At

  • “all locations regardless of purchase locations” - allows clients to use the plan at any location, regardless of where they purchased it

  • “only where purchased” - restricts clients to using their plan only at the location where they purchased it.

Location Settings Tab

If you see the Location Settings tab, you've already configured your plan to allow customization at the location level. Here you can set unique pricing, agreements, and other settings across your locations.

If you're not ready for your new pricing to be visible online, make sure you disable online visibility if applicable. Plans that can be shared across locations will not be useable at a new location until a class schedule has been added.

Retail

Existing items will not automatically become available for purchase at your new location. Enable inventory settings for each product that will be sold at the new location and adjust pricing as needed.

Be sure to set the appropriate retail tax rate (if applicable) for your new location if you haven't already. You can locate the Tax Rates in the Services, Amenities, & Retail tab of the Location settings found in the Schedule section of your navigation menu.

You can also set up your Quick Buy items for the new location while in the Services, Amenities, & Retail tab.

Staff

Pay Rates

Review your pay rates to ensure they are assigned to all applicable locations

Staff Members

Staff members can have multiple permission levels and have access to multiple locations.

Review the permission levels for any staff members who have access to both/multiple locations to ensure they have appropriate access.

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