Supporting multiple locations

Choose between separate sites for independent location management and a shared site with a Location field for recording customer preferences. Base the choice on staff access, customer-facing setup and whether each location needs its own queue and positions.

Login, site and location are different

• User account: Your personal login. The same login can access multiple sites when it has access to them.
• Site: The workspace containing your lists, people, settings and staff access. Switch sites using the site-name menu.
• Location field: A custom field on a person’s record, such as Preferred Location. It records preferences within a site; it does not create another site.

Compare the approaches

Need	Separate sites	A Location field in one site
Staff access	Grant staff access to the sites they need.	A field does not restrict staff access by location.
Customer-facing setup	Each site has its own site details and signup setup.	Locations share the site’s signup and customer-facing setup.
Queue and position	Each site maintains its own lists and positions.	Filters show location preferences within existing lists; they do not create independent positions.
Subscription planning	Review the subscription needs for each site.	Usage remains within the shared site’s subscription.
Central management	One login can access multiple sites when granted access.	Staff work within the same site. For tailored management across locations, discuss Enterprise requirements with us.

Separate sites

Use separate sites when locations need independent staff access, customer-facing setup or waitlist positions. You do not need a different login for each site. Creating another site with your existing login does not automatically grant all your other staff access to it.

1. Open the account menu using your initials and choose Your account.
2. Select Sites, then Create New Site, and complete site creation.
3. Switch to the new site using the site-name menu. Set up its site details, lists and customer signup form.
4. Go to Settings > Users within the appropriate site and grant the staff access they need.
5. Review Settings > Subscription for each site before relying on it for your location’s operation.

For current plan options, see Subscription Pricing. If you need coordinated management across locations, contact us about Enterprise so we can confirm the setup and subscription arrangement for your organization.

One site with a location field

Use a shared site when the same staff manage the queue and customers can express interest in different locations. A multi-select field lets a customer choose more than one location without creating a separate signup for each preference.

Filtering is not a separate queue: Selecting Downtown in a Location filter only narrows the displayed people on the existing list. It does not give Downtown its own position calculation, create another membership, or hide West Side customers from staff who can access the shared site.

Set up the location field

1. Go to Settings > Form Fields and click Add field.
2. Enter a name such as Preferred Location.
3. For Type, choose Dropdown – Select Multiple Options. Use Dropdown – Select One Option instead if customers should choose only one location.
4. Under Dropdown Options, enter each location, such as Downtown and West Side. Press Enter or use a comma to separate options.
5. Choose Show for Children and/or Show for Adults for the applicants who should have the field. For child waitlists, show it for children so each child can have their own preference.
6. Enable Show on Online Form if customers should enter their preference at signup. Use Required if an answer is mandatory, and Show on List if you want the selected locations displayed in the list.
7. Add optional Notes explaining the choice, then click Save.
8. Review the signup form to check that the field appears for the intended applicant type.

Filter the shared list by location

Open the relevant waitlist, click Filter, and select the location in your custom field to view people interested in it. People who selected multiple locations can appear in more than one filtered view. Their membership and queue position still belong to the underlying list.

For other custom field options, see Customize your Form Fields. If you need independent list memberships rather than preferences, review Add a Person to Multiple Lists and choose the structure before accepting signups.