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How to Create & Manage Locations, Brands, Franchises and Regions

Create and manage Locations, Regions, Brands, and Franchises to organize your business, target assignments, and roll up reporting.

Written by Ben Brunken

Locations and location groups are how you organize your business in Opus — and they quietly power two of the most important things you do: assigning the right training to the right people, and rolling reporting up the way your business is actually structured.

Every Trainee belongs to a location (they're tied to one when they sign up via its link or QR code). From there, you can group locations into Regions, Brands, and Franchises so you can assign training and view results across many sites at once.

Here's how each one works:

  • Location — a single physical site. Every Trainee belongs to one.

  • Region — a group of locations, often used for geographic areas.

  • Brand — a group of locations that also carries a logo and color, so the app reflects that brand's look.

  • Franchise — a group of locations, ideal for franchisee-owned sites.

💡 Regions, Brands, and Franchises each live under the People section, and they're created the same way. Pick whichever matches how your business is organized.

Table of Contents:


Creating Locations and Location Groups

How to Add a Location

  1. Go to "People" in the left-hand menu of your dashboard, then select "Locations."

  2. Click the blue "+ New Location" button in the top right.

  3. Enter a Name, and add an Address (recommended).

  4. (Optional) Assign the location to a Franchise, Brand, and/or one or more Regions.

  5. Click "Create."

Once created, your location appears under People > Locations.

How to Add a Region

  1. Go to "People" in the left-hand menu of your dashboard, then select "Regions."

  2. Click the blue "+ New Region" button in the top right.

  3. Enter a Name.

  4. Under Locations, select the locations to include.

  5. Click "Create."

How to Add a Brand

  1. Go to "People" in the left-hand menu of your dashboard, then select "Brands."

  2. Click the blue "+ New Brand" button in the top right.

  3. Enter a Name and select the Locations to include.

  4. (Optional) Add a Logo and a Color to brand the experience.

  5. Click "Create."

How to Add a Franchise

  1. Go to "People" in the left-hand menu of your dashboard, then select "Franchises."

  2. Click the blue "+ New Franchise" button in the top right.

  3. Enter a Name and select the Locations to include.

  4. Click "Create."

💡 Want a Manager to oversee a whole Brand, Region, or Franchise? See Manager Brand, Region, and Franchise Memberships.


FAQ

What's the difference between a Region, a Brand, and a Franchise?

All three group locations together for assignment and reporting — pick whichever matches how your business is organized. Brands also carry a logo and color to brand the app experience.

Do I have to assign a location to a group?

No. Groups are optional — a location works on its own. Add it to a Region, Brand, or Franchise whenever you're ready.

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