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Company groups

SettingsMay 24, 2026·30 min read·Updated November 11, 2026

A company group is a single location or brand under your company. Each group has its own image, address, currency, timezone, formatting preferences, default landing page, and tracking integrations. You manage the list of groups from the Company groups tab on Company settings: create, copy, archive and restore locations there, and open any group for its own editor split across several tabs.

Getting started

Navigate to Settings > Company settings and switch to the Company groups tab. The tab shows the number of active locations next to its name. Use the three-dot menu on a row for Edit group, Copy or merge and Archive group, or click Create group on the tab bar to add a new location.

The list has a filter bar with a Search box (name or code), an Events filter that narrows the list to locations running the selected events, an Archived switch that shows archived locations instead, a sort control (Custom order or Name) and paging. Drag the handle on the left of a row to reorder locations; dragging is available when every location is on one page in custom order with no filter applied.

How it works

The group editor lays out the persistent Left card (basics that show on every tab) plus tabs that each cover a different aspect of running the location.

TabWhat it covers
Location detailsContact (email and phone), and the address with address suggestions and the venue pin map
Locale and formattingCurrency, timezone, date/time/number formats, and first day of week
System settingsAutomation rules for resource coverage and buffers, plus the default landing page after login
IntegrationsMarketing tracking (Google Tag Manager, Meta Pixel, Google Analytics 4), Productivity (Google Calendar), and the UTM link builder

The Integrations tab is hidden in create mode. Save the new group first, then re-open it to configure integrations.

Step-by-step guide

Switch between locations

Your current location shows at the top of the sidebar, with your company name above it. Bookings, events, reports and settings in the console all belong to the location you're on.

StepAction
1Click the location name at the top of the sidebar. On a phone or tablet, tap the menu button in the top left first to open the sidebar
2With fewer than 9 locations, the list opens in the sidebar in place of the menu. Click a location
3With 9 or more locations, a search box opens in the middle of the screen. Type part of a location's name, code, city or state, then press Enter to switch to the top match, or use the arrow keys to move and Enter to pick
4The page reloads on the new location. The location you're on shows a check mark in the list
The location list open at the top of the sidebar, with the current location checked and a Manage locations link below
The location list open at the top of the sidebar, with the current location checked and a Manage locations link below

Tip: Press Ctrl K (Cmd K on a Mac) on any page to open the location search without opening the sidebar. Press Esc to close it.

The location search box with a typed search, the matching locations and the Enter to switch hint
The location search box with a typed search, the matching locations and the Enter to switch hint

With 9 or more locations, the search opens with a Recent section listing the locations you switched to last (once you have switched at least once), followed by All locations. From 50 locations, the list is grouped under state headers (for example TX, US). Staff who can configure company settings also see a Manage locations link at the bottom of the list, which opens the Company groups tab.

When the sidebar is folded to icons, clicking the location tile at the top opens the search box. If you only have access to one location, the name shows without a list.

Create a new group

StepAction
1Open Company settings and switch to the Company groups tab
2Click Create group on the tab bar. The editor opens in "New location" mode
3Fill in the left card: click Change group image to upload a logo, then enter Group name (required), Group code (required), and optional Company number + Description
4Open the Location details tab and fill in Email, Phone, Address line 1, Address line 2, City, State / Province, Zip / Postal code, and Country
5Open the Locale and formatting tab and pick Currency, Timezone, and format options
6(Optional) Open the System settings tab to set the Default landing page and automation switches (both default to today's behavior, so you can skip this)
7Click Create group to save

The Integrations tab is hidden during create. Open the new group after saving to access it.

Copy a group to a new location

Copying a location creates a new location with the same configuration, so a second venue can start from a working setup instead of a blank one.

StepAction
1On the Company groups tab, open the three-dot menu on the location to copy and click Copy or merge. The drawer opens with the source location's name in its title and Copy to new location selected
2Under New location, enter a Name (up to 50 characters) and a Code (up to 25 characters, no spaces, unique across every location in the company)
3Under What to copy, leave every area ticked or untick the ones that should not come across. Select all ticks or clears the whole list
4Click Copy. The drawer closes, the new location appears at the bottom of the list with a Copying... progress bar, and the list refreshes on its own until the copy finishes

The areas and what each one carries are listed under Reference below. The copy runs in the background; a large location with many events and schedules takes under a minute.

Copy settings into an existing location

Use this when a location you already run should pick up events, templates or settings from another one. Lists (events, templates, items, promo codes and so on) are added next to what the target already has; the areas marked Replaces target settings overwrite the target's current values.

StepAction
1Open Copy or merge on the source location and select Copy to existing location
2Under Target location, choose the location that should receive the settings. The source, archived locations and locations with a copy in progress are not offered
3Under What to copy, tick the areas to bring across. The replace areas start unticked; tick them only when the target's own settings should be overwritten
4Click Preview. The What will happen section lists what gets added, what gets replaced and what is skipped because it already exists on the target
5For records that exist with the same name on both locations, the preview offers a choice per record: Use existing keeps the target's record and points the copied links at it, Create copy adds a second record
6If a replace area is ticked, tick the acknowledgment under Confirm and type the target location's name
7Click Copy settings. The target's row shows a Copying settings... progress bar until the job finishes
The Copy or merge drawer in Copy to existing location mode, with the target picker and the area checklist
The Copy or merge drawer in Copy to existing location mode, with the target picker and the area checklist

Merge a location into another location

A merge moves a whole location into another one and archives the source when it finishes. Events, bookings, orders and payments, event records, booking requests, gift cards sold, waivers and every setting that is not a connection move with their ids, so history, reports and links keep working on the target. Only admins can merge.

StepAction
1Open Copy or merge on the location to merge away and select Merge
2Under Target location, choose the location that receives everything
3Under What moves, the first row is always on. Untick any of the optional groups (photos, passes and customer credits, customers, projects and work tickets, time logs, email and SMS history, resources, schedules, carts) that should stay behind on the archived location
4Click Preview. The What will happen section counts what moves, warns when the target is missing a payment gateway, an active booking site, resources or a verified email sender, and lists same-named settings records that can reuse the target's record instead of moving as their own
5Tick the four acknowledgments under Confirm and type the target location's name
6Click Merge location. The source and target rows show a Merging... progress bar until the job finishes, then the source disappears from the active list and appears under the Archived filter
The Copy or merge drawer in Merge mode, with the target picker and the What moves list
The Copy or merge drawer in Merge mode, with the target picker and the What moves list

Anything left unticked stays on the archived source location; switch the Archived filter on and choose Unarchive group to see it again. The payment gateway, point of sale devices, SMS number, sending domain, integrations and analytics ids never move.

Archive a group

Archiving hides a location from the console without deleting anything. Its events, bookings, transactions and settings stay in place and come back when the location is restored.

StepAction
1On the Company groups tab, open the three-dot menu on the location and click Archive group
2Confirm Archive in the dialog

An archived location disappears from the list, from the location switcher at the top of the sidebar and from the login default. Customers can no longer complete a booking or sign a waiver for it.

Restore an archived group

StepAction
1On the Company groups tab, switch the Archived filter on
2Open the three-dot menu on the location and click Unarchive group

The location returns to the active list with everything it had.

Edit the group's profile and address

Open the group from the Company groups tab and stay on the Location details tab. It has two sections: Contact (email and phone) and Address (the address fields with the venue pin map beside them). Update any field, then click Update location details at the bottom.

Tip: Start typing in Address line 1 to see up to five matching addresses. Picking one fills Address line 1, City, State / Province, Zip / Postal code and Country for you (Address line 2 is left as it is) and moves the pin. Suggestions follow the selected country and aren't offered for Japan.

FieldNotes
EmailLocation contact email shown to customers
PhoneInternational phone input with country picker
Address line 1Street address
Address line 2Apartment, suite, unit
CityLabel is country-specific (City / Town / etc.)
State / ProvinceDropdown for the United States; free-text for other countries
Zip / Postal codeCountry-specific label
CountryDropdown of supported countries; drives the City / State / Zip label rules above

The left card's Group name, Group code, Company number, and Description save with the same Update location details button.

Set the venue pin

The venue pin marks where your location is. Time tracking uses it to check how far staff are when they start a timer in a category with a location check.

The Address section of the Location details tab with the address fields on the left and the venue pin map on the right
The Address section of the Location details tab with the address fields on the left and the venue pin map on the right
  1. Enter the address. The pin is placed from it automatically, with no save needed
  2. To fine-tune it, drag the pin to your entrance, or click the map where the pin should go
  3. To use where you are standing, click the crosshair button on the map (Move pin to my current location) and allow location access
  4. Click Update location details to save the pin with the rest of the tab

A pin you moved shows Moved by hand · Reset to address above the map; click Reset to address and save to go back to the address. If you later change the address of a moved pin, a notice asks whether to update the pin from the new address.

MessageWhat to do
Add the address to set the venue pin.Fill in the address; the map appears once there is one
This address couldn't be located. Click the map at your venue to drop the pin.Click your venue on the map, then save
The address changed. Update the pin from the new address?Click Reset to address and save, or keep your moved pin

Configure currency, timezone, and formats

Open the Locale and formatting tab. Two sections live there.

Locale

FieldNotes
CurrencyUsed everywhere prices appear (cart, invoices, reports). Dropdown of supported currencies: US, Australian, Canadian and New Zealand dollars, British pound, euro, South African rand, Swedish krona, and Danish krone
TimezoneOperating timezone for the location, used for booking times and reports. Searchable autocomplete
Default languageThe language customer emails, booking pages, waivers, and invoice attachments default to. Customers who have chosen their own language keep it. English, French, Spanish, Swedish, Greek, and Danish are available

Formats

FieldNotes
Date formatDisplay pattern (e.g., MM-DD-YYYY, DD/MM/YYYY). Each option shows a sample
Display day of the weekToggle. When on, dates render with a day prefix (e.g., "Mon, 04/29/2026")
Time format12-hour or 24-hour. Each option shows a sample
First day of the weekSunday or Monday. Drives calendar pickers and reports
New day starts atThe time your business day starts. Until then, the waiver check-in page keeps showing the previous day, and the Day range in every Bookings view (list, calendar, resource calendar, kanban) runs from this time to the same time the next morning, so an event at 12:30 AM stays with the evening before. Times between midnight and 8:00 AM. Leave at 12:00 AM to use calendar days
Currency formatSymbol style or currency code style. Each option shows a sample. Swedish krona and Danish krone always print their symbol after the amount (12.34kr and 12.34kr.)
Number formatThousand and decimal separators. Each option shows a sample

Click Update locale and formatting to save.

Configure automation and the default landing page

Open the System settings tab. It has two sections and saves everything with one Update system settings button.

Automation

These control how the platform judges staff and room coverage and buffer time when it auto-blocks slots, assigns staff, and takes online bookings. The calendar and the online booking site always use the same rules, so a slot the calendar treats as available is bookable online and vice versa. Both switches default to the platform's long-standing behavior, so a location that changes nothing keeps working exactly as before, and each applies to future evaluations only (it never reopens or re-blocks slots that were already decided).

SettingDefaultWhat it does
Require full buffer coverageOffWhen on, a resource must cover an event's full setup and cleanup window before the slot can go live. When off, buffers may extend past the edges of a shift
Buffers apply across eventsOnWhen on, a booking's buffer time counts against resource capacity for all events. When off, it counts only against the same event, so other events can use the resource during setup and cleanup windows. Buffer protection within the same event is always kept, even when this is off
Re-optimize resource assignmentsOffWhen on, every booking, cancellation, reschedule or resource change re-solves that day's unlocked resource assignments so the day is arranged as well as it can be. Locked assignments never move. Turning it on reveals the two fields below
Do not move bookings starting within (hours)2Bookings that already started, or start within this many hours, keep their current resources. 0 allows moves right up to the start time. Maximum 24
Optimize forPack schedulesWhich arrangement the re-optimizer aims for. See the table below

Optimize for choices:

ChoiceWhat it does
Pack schedulesFills resources in priority order and keeps each resource's bookings close together, so fewer resources are busy and the busy ones run back to back
Open the most slotsPicks the arrangement that leaves the most of that day's open slots bookable. This is the only choice that may place a booking on a lower priority resource
Spread work evenlyBalances assigned time across resources of the same priority

Resource priority always wins under Pack schedules and Spread work evenly: those two only choose between resources with the same priority. Every move is recorded in the booking's activity log as "Resource assignment re-optimized from A to B" and in both resources' activity logs.

Preferences

FieldNotes
Default landing pageThe page users land on after logging in, and when they open the console while already signed in. Pick the surface that fits this location's workflow. (This moved here from the Locale and formatting tab)

Click Update system settings to save both sections together.

Set up Google Tag Manager

Open the Integrations tab. In the Marketing section, click Configure integration on the Google Tag Manager card. The card walks through six setup steps, including downloading a pre-configured container template.

StepAction
1Click Download GTM template to grab the pre-configured container file
2Import the template into your GTM workspace (Admin > Import Container > Choose file)
3Select the JSON file you downloaded
4Update the Measurement ID variable in GTM to your GA4 ID (format G-XXXXXXXXXX)
5Publish your container
6Test events firing
7Paste your Container ID into the input
8Toggle Active on and click Save

The template covers Purchase, Add to cart, Begin checkout, and other key e-commerce events.

Set up Meta Pixel

Open the Integrations tab. In the Marketing section, click Configure integration on the Meta Pixel card.

StepAction
1Paste your Meta Pixel ID
2Toggle Active on
3Click Save

Set up Google Analytics 4

Open the Integrations tab. In the Marketing section, click Configure integration on the Google Analytics 4 card.

StepAction
1Paste your Measurement ID (format G-XXXXXXXXXX)
2Toggle Active on
3If your booking page is embedded in an iframe on your own site, copy the provided code snippet and add it to your parent site so events flow through postMessage
4Toggle Send full cart amount to GA on if you want the cart total reported (vs per-line-item events)
5Click Save

Set up Google Calendar sync

Open the Integrations tab. In the Productivity section, click Configure integration on the Google Calendar card. The setup uses a Google Cloud service account rather than your personal Google login.

StepAction
1Create a Google Cloud service account
2Enable the Calendar API on the project
3Generate a key file (JSON) for the service account
4Share the target Google Calendar with the service account email
5Paste the Service account email, Calendar ID, and Private key into the panel
6Customize the Calendar event summary and Calendar event description templates using the supported dynamic variables (below)
7Toggle Active on and click Save

After save, every booking creates a Google Calendar event using your templates, with placeholders replaced by the booking's actual values. Click Change credentials if you need to rotate the service account later.

Supported dynamic variables

VariableInserts
[Booking Id]The booking id
[Game Name]The event name
[Group Size]Number of customers in the booking
[Customer First Name]Booker's first name
[Customer Last Name]Booker's last name
[Customer Phone]Booker's phone
[Customer Email]Booker's email
[Transaction Id]Linked transaction id
[Transaction Link]Direct link to the transaction
[Amount Paid]Total paid on the transaction
[Amount Due]Outstanding balance on the transaction

Generate a UTM tracking link

On the Integrations tab, find the Marketing section. Toggle Enable purchase source tracking on (required to use UTM tracking) and click Generate tracking link to open the Link builder modal.

FieldNotes
My booking page is embeddedToggle on if your booking page is embedded in your own website (vs hosted on the platform)
Parent domain nameRequired when My booking page is embedded is on. The domain hosting the iframe
SourceUTM source (e.g., google, facebook). Hover the info icon for examples
MediumUTM medium (e.g., cpc, social). Hover the info icon for examples
CampaignUTM campaign name. Hover the info icon for examples
Generated tracking linkRead-only field with the assembled URL. Use the copy icon to grab it

Copy the generated link and use it in your campaign. Source data attaches to bookings made through the link and shows on transactions and in reports.

Reference

Copy areas

Every area is ticked by default when copying to a new location. Areas are independent: unticking one skips only that area, and any link from a copied area to one that was skipped is left out. When copying into an existing location, the areas marked Replaces target settings in the drawer (payment settings, waiver template, email and SMS, booking statuses and calendar settings, tracker and photo settings) overwrite the target's one-per-location settings and start unticked; every other area adds records next to the target's own.

AreaWhat comes across
EventsEvents with their images, pricing, durations, ratings, blocking rules, objectives and interactions, in-room display and leaderboard settings, plus the resource categories and rating scales they use. Your own calendar event selection for the new location
ChecklistsChecklists and their steps
Schedules (copied inactive)Schedule templates with their slots, slot pricing and resource links. Every copied schedule is inactive until it is activated on the new location, so no time slots are generated by the copy
Custom fields and tagsThe custom field library with options, policies and links, internal booking fields, and the tag library
Booking site templatesBooking site templates with their event and custom field links, copied inactive
Payment settings, fees, taxes and payment pagesPayment settings, gift card and tip presets, custom payment methods, fees and taxes with their applicability, and payment pages with their fields and methods
Items, gift card types and pass typesInventory items and categories, gift card types with designs and gift card settings, pass types
Promo codes and promo code groupsPromo code groups and promo codes with their rules, exclusion dates and event, item and gift card links. Usage counts start at zero
Waiver templateThe waiver template with its sections, fields and custom field links
SurveysSurveys with their questions and options
Email and SMSEmail template types and templates, SMS template types and templates, the automated email configurations, and automations. Every copied automation is inactive until it is turned on
Booking statuses and calendar settingsBooking slot statuses, workflow states and calendar policy settings
Tracker, photo, staff and time log settingsEvent tracker settings and fields, photo settings with overlays, staff settings and time log categories
Dashboards and reportsDashboards with their widgets, and saved reports. Event and custom field filters point at the copied events and fields

Never copied, whichever areas are ticked: bookings, transactions, customers, signed waivers, photos, sold gift cards and passes, sent emails and texts, payment gateway credentials, the email sending domain, SMS settings, point of sale devices, integrations and analytics ids, and staff access.

Merge groups

GroupWhat moves
AlwaysEvents with everything attached to them, bookings and time slots, orders and payments, event records, booking requests, gift cards sold, waivers, customers' booking history, and every settings list (templates, surveys, dashboards, reports, checklists, promo codes, items, fees, taxes, tags, custom fields, booking statuses). Booking site templates and automations arrive switched off
PhotosEvent photos
Passes and customer creditsCustomer passes, credits and pass redemptions
CustomersLinks every customer of the source to the target, with their tags, consents and notes
Projects and work ticketsProjects, work tickets and attachments
Time logsStaff time logs
Email and SMS history, campaigns and audiencesSent emails and texts, conversations, campaigns and audiences
Resources and their assignmentsResources and the assignments on future bookings. Left behind, future bookings lose their assignments and the target re-assigns them automatically
SchedulesSchedule templates. Left behind, the moved events are unlinked from them
Carts and abandoned cartsShopping carts and the abandoned cart queue

Never moved: payment gateway credentials, point of sale devices, the SMS number, the email sending domain, integrations, analytics ids, and the target's own one-per-location settings (payment, photo, tracker, staff, calendar, waiver template and automated email settings).

Left card (visible on every tab)

FieldNotes
Change group imageImage upload button. Recommended square aspect ratio
Group nameRequired. Used everywhere customers see the location
Group codeRequired. Internal short code (popover explains usage)
Company numberOptional. Free-text identifier for your records
DescriptionOptional. Internal description of the location
Create group / Update groupSave button: changes label between create mode and edit mode

Location details tab

FieldNotes
EmailCountry-aware validation
PhoneInternational phone input with country picker
Address line 1Street address
Address line 2Apartment, suite, unit
CityCountry-specific label
State / ProvinceDropdown for US, free-text otherwise
Zip / Postal codeCountry-specific label
CountryDrives label rules above
Venue pinMap beside the address. Drag the pin, click the map, or use Move pin to my current location; Location data sources links the map data credits
Update location detailsSaves the tab, the venue pin and the left card

Locale and formatting tab

SectionFields
LocaleCurrency, Timezone
FormatsDate format, Display day of the week, Time format, First day of the week, New day starts at, Currency format, Number format
Update locale and formattingSaves the tab

System settings tab

SectionFields
AutomationRequire full buffer coverage (default off), Buffers apply across events (default on), Re-optimize resource assignments (default off) with Do not move bookings starting within (hours) (default 2) and Optimize for (default Pack schedules)
PreferencesDefault landing page
Update system settingsSaves both sections together

Integrations tab

IntegrationSectionRequired fields
Google Tag ManagerMarketingContainer ID + Active toggle (plus the in-card setup walkthrough)
Meta PixelMarketingMeta Pixel ID + Active toggle
Google Analytics 4MarketingMeasurement ID + Active toggle. Optional Send full cart amount to GA
Google CalendarProductivityService account email, Calendar ID, Private key, Calendar event summary, Calendar event description, Active toggle

Each integration card carries an active or inactive badge based on its current state.

Link builder modal

FieldNotes
My booking page is embeddedToggle
Parent domain nameRequired when embedded
SourceUTM source
MediumUTM medium
CampaignUTM campaign
Generated tracking linkRead-only assembled URL with copy icon

Good to know

  • Switching location applies to every open tab. A tab still showing the old location shows a Location changed message and asks you to Reload before you can save anything, so work never lands on the wrong location.
  • The console remembers your last location on each device. After signing in you land on the location you used last on that browser. On a new browser you land on the location you switched to most recently anywhere, or the first location in your custom order.
  • The Integrations tab is hidden in create mode. Save the new group first, then re-open it to configure tracking and calendar sync.
  • The venue pin appears after the first save. A new location has no map in create mode; save it, re-open it, and the pin is placed from the address.
  • Address suggestions only fill the fields. Nothing is saved until you click Update location details.
  • Currency, timezone, and formats are per group. Different locations under one company can use different currencies, timezones, and date / time / number formats.
  • Default language drives customer communication, not the console. Automated emails, invoice attachments, booking pages, and waivers default to the selected language for this location. A customer who picks a different language with the language switcher keeps their choice for future visits and emails. Text you write yourself (email subjects, section titles, waiver text, booking page copy) always sends exactly as you wrote it, so author it in the same language you select here.
  • The Default landing page is per group and now lives on the System settings tab (it used to sit under Locale and formatting). Each location can deep-link its team to the surface that matches its workflow (e.g., kanban for ops-heavy locations, dashboard for HQ).
  • Automation settings are per location and opt-in. Coverage and buffer behavior used to be one fixed way for everyone. The Require full buffer coverage and Buffers apply across events switches let each location match the automation to how it actually runs, and both default to the prior behavior so nothing changes until you flip a switch.
  • The calendar and the online booking site always agree. Both use the same coverage and buffer rules for a location, so a slot the calendar treats as available is bookable online, and one it blocks is unavailable online.
  • Automation changes are forward-looking. Turning Require full buffer coverage on (or adjusting either switch) affects future coverage evaluations only. It doesn't retroactively block or reopen slots that were already decided.
  • Same-event buffer protection is never given up. Even with Buffers apply across events off, a booking's own setup and cleanup buffer still protects its resource against that same event. Off only means other events may use the resource during those windows.
  • Re-optimization never leaves a booking unassigned. Moves happen all at once, only within the same resource category, only to a resource that covers the booking and serves its event, and never onto a resource that would be over capacity. Assignments locked in the console, bookings inside the freeze window, bookings that already started, and lanes on public time slots stay where they are.
  • New day starts at is for locations whose business day runs past midnight. Until the selected time, the waiver check-in page keeps showing the previous day and its events, so a group finishing a late event can still complete waivers at 12:30 AM. The check-in page also follows this location's timezone, so a guest's phone set to another timezone doesn't change which day they see.
  • The same setting shapes the Day range in Bookings. With it at 3:00 AM, the Day range for Saturday in the list, calendar, resource calendar and kanban views covers 3:00 AM Saturday through 3:00 AM Sunday, and the calendars draw that span on one time axis. Week and Month ranges, reports and the public booking site keep using calendar days. Every waiver, booking and event keeps its own date; a slot created in the early-morning part of a Day view is dated the next day.
  • The Group code is internal-only and used in shorthand contexts (reports, exports). Customers don't see it.
  • GTM, Meta Pixel, and GA4 are independent. Activate one, two, or all three depending on your tracking stack. Most groups don't need all three.
  • Google Calendar uses a service account, not your personal Google login. The service account email needs explicit access to the target calendar (Share with specific people > Add the service account email > grant Make changes to events).
  • The Send full cart amount to GA toggle controls whether GA4 receives the cart total or per-line-item events. Most stores prefer per-item; turn the toggle on only if your reporting needs the consolidated number.
  • The Generate tracking link button is hidden until Enable purchase source tracking is on. Toggle the master switch first.
  • State / Province behavior depends on the Country picker. US picks render as a dropdown; other countries render as free-text. Changing the country also relabels City and Zip / Postal code.
  • Archiving is reversible and deletes nothing. An archived location keeps its events, bookings, transactions and settings; switch the Archived filter on and choose Unarchive group to bring it back. Customers cannot complete a booking or sign a waiver for an archived location.
  • A copied location starts with a clean history and its own connections. It has no bookings, transactions, customers or sent messages, and the payment gateway, sending domain, SMS, point of sale devices, integrations and analytics ids must be set up on it separately. Copied schedules and automations are inactive until turned on.
  • Only the person who ran the copy can see the new location until staff are added to it under Settings > User management.
  • The Code must be unique across all locations, including archived ones. A code already in use is reported when the copy is submitted.
  • A copy that fails shows a Copy failed badge on its row. Its three-dot menu offers Remove copy, which removes the row so the code can be reused; nothing else was created.
  • Image files are shared between a location and its copies. The copy references the same uploaded images, so replacing an image on one location does not change the other.
  • Copying into an existing location never deletes anything there. Lists grow; only the replace areas overwrite values, and each of those needs the acknowledgment and the typed target name.
  • A merge archives the source automatically. Everything that moved shows on the target; anything left unticked stays on the archived source and comes back with Unarchive group.
  • Merged orders keep their original payments. Payments taken before the merge went through the source location's payment gateway. A refund from the target succeeds only while both locations use the same gateway account; the order's Payments tab shows a note about this.
  • Same-named records can be reused instead of duplicated. The preview proposes a match for fees, taxes, items, gift card types, pass types, custom fields, workflow states, booking statuses, tags and promo codes that exist with the same name on both locations. Tags and promo codes with the same name always reuse the target's record.
  • One copy or merge at a time per location. While a job runs, the rows involved lose their actions, and starting another job that touches either location is refused until it finishes.

FAQ

Q: How do I find one location quickly when we have many?

A: Press Ctrl K (Cmd K on a Mac) on any page and start typing the location's name, code, city or state. Press Enter to switch to the top match.

Q: Why does another tab say Location changed?

A: You switched location in a different tab. Click Reload to load that tab on the new location. Until you do, saves from that tab are blocked so nothing is saved to the location you left.

Q: What is the difference between copying into an existing location and merging?

A: Copying adds the source's settings and events to a target and leaves the source as it is. Merging moves the whole source, history included, into the target and archives the source. Copy when both locations keep running; merge when one location closes or two are being combined.

Q: Does a merge change past orders or reports?

A: Amounts never change. Orders, payments and bookings keep their values and ids; they now belong to the target location, so the target's reports include them and the source's no longer do.

Q: Can different groups use different currencies?

A: Yes. Each group has its own currency, timezone, and formats. A US location can run USD with MM-DD-YYYY while a UK location uses GBP with DD/MM/YYYY: same company, different presentation.

Q: I changed the timezone on a group. What happens to existing bookings?

A: Booking times are stored as absolute timestamps. The new timezone just changes how those times are displayed going forward. Audit any booking near a midnight boundary if you change timezone after the fact.

Q: Where did the Default landing page setting go?

A: It moved from the Locale and formatting tab to the new System settings tab, in the Preferences section. Set it there and click Update system settings.

Q: Which page opens when I go to console.offthecouch.io?

A: The same page as a fresh sign-in, whether or not you're already signed in. The first match wins:

  1. The Default landing page on your role, if your role has one set and you can access that page
  2. This location's Default landing page, if you can access that page
  3. Bookings, if you can view bookings (in the view you used last)
  4. Your profile page

Q: What do the Automation switches on System settings do?

A: They tune how the platform judges resource coverage and buffers when it auto-blocks slots, assigns staff, and takes online bookings. Require full buffer coverage (default off) requires a resource to cover an event's full setup and cleanup window before the slot goes live. Buffers apply across events (default on) decides whether a booking's buffer time counts against resource capacity for all events, or only for the same event so neighbors can use the resource during setup and cleanup. Both default to the platform's prior behavior, so you only need to touch them if your location wants different rules.

Q: Why did a booking move to a different resource on its own?

A: Re-optimize resource assignments is on for the location. The day was re-solved after a booking, cancellation, reschedule or resource change, and the move left the day better arranged under the selected Optimize for choice. The booking's activity log shows the move. Lock the assignment on the booking or resource to keep it in place.

Q: Will changing the Automation switches change slots I've already blocked?

A: No. Both switches apply to future evaluations only. Existing blocked or open slots stay as they are until the next time nearby bookings are evaluated.

Q: How do I remove a group I no longer use?

A: Archive it: three-dot menu Archive group on the Company groups tab, then Archive. Nothing is deleted, and the Archived filter lists it with an Unarchive group action whenever it is needed again.

Q: Does copying a location copy its bookings or customers?

A: No. A copy carries configuration only: events, schedules, templates, settings, products, promo codes, dashboards and reports. Bookings, transactions, customers, waivers, photos and messages stay on the original.

Q: Why are the copied schedules and automations inactive?

A: Activating a schedule generates bookable time slots and an active automation sends messages. Both are switched off on the copy so nothing goes live on the new location until it has been reviewed and turned on deliberately.

Q: Can I copy only some areas?

A: Yes. Untick any area in the What to copy list before clicking Copy. Areas are independent, and each skipped area is replaced by the same defaults a brand new location gets.

Q: My GA4 events aren't showing up. Why?

A: Check that the Active toggle is on, the Measurement ID matches your GA4 property, and (for embedded booking pages) the iframe code snippet is on your parent site. Test with GA4's DebugView to confirm events are arriving.

Q: My booking page is on a subdomain. Do I need the iframe code snippet for GA4?

A: No. The iframe snippet is only needed when the booking page is embedded in another page via an iframe. If customers visit the booking page directly, even on a subdomain, events fire normally without the snippet.

Q: Where do I configure my booking site appearance, payment gateway, or email automations?

A: Those live elsewhere. Booking site appearance is under Bookings > Booking site settings, payment gateways under Purchases > Payment settings, and email automations under Mail. The Integrations tab on a company group is for tracking and calendar sync, not commerce.

Q: Why doesn't my Integrations tab appear on a new group?

A: It's hidden in create mode. Save the group first; the Integrations tab appears the next time you open the group editor.

Q: What's the difference between Currency and Currency format?

A: Currency is the currency itself (USD, EUR, GBP, DKK). Currency format is how the symbol and separators render (e.g., $1,000.00 vs 1.000,00 €). They're independent: you can use USD with a comma-decimal format if you have a region-specific preference.

Q: How do I move the company logo (vs the group image)?

A: The company logo is set on Company settings (General settings tab) and is company-wide. The group image is set on the left card of the group editor and is per-location. Both can be set independently.

Something wrong or out of date?