How Do You Quickly Add Connections for Multiple Locations? Follow
The Add Connections feature in AutyFi allows you to connect different systems, like QuickBooks or POS systems, to all your franchise locations. By managing these connections centrally, you ensure that each location's data is accurately captured and reported in one place. This guide will help you quickly add and manage connections across multiple locations.
Step-by-Step Instructions
- Go to the Connections Menu:
- Open the Connections tab from your dashboard.
- Select Your Locations:
- In the My Connections section, you’ll see a list of all your franchise locations.
- AutyFi automatically adds connections to all locations. Just keep an eye on the connections to stay connected.
- Add a Connection:
- Click on Add Connection.
- Choose the system you want to connect (e.g., QuickBooks, POS).
- Enter the necessary login details for each selected location.
- Click Save to apply the connection.
- Check Connection Status:
- Review the connection status for each location in the My Connections section.
- Hover over any issues to see details and steps for troubleshooting.
- Send Reminders for Incomplete Connections:
- If some locations aren’t connected, use the Send Reminder option.
- This will email franchisees, prompting them to complete the connection process.
Tips for Success
- Set Automatic Reminders: Use the Chasing Settings to remind franchisees to complete their connections automatically.
- Regularly Monitor: To keep all locations connected and data consistent, check the connection status periodically.
Troubleshooting
- Failed Connections: Re-enter login details if a connection fails. Verify network connectivity and credentials.
- Lost Connections: Use the Reconnect option if a connection is lost. Follow the prompts to restore the connection.
Following these steps, you can easily manage system connections across all your franchise locations, ensuring accurate data reporting in AutyFi.
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