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Locations

Open the Locations page at https://clickcollect.coffee/portal/locations/ to manage your collection branches. Customers choose from these locations during checkout.

What this page controls​

  • Branch name and address
  • WhatsApp number per branch
  • Google Maps link per branch
  • Default location selection
  • Active or inactive branch state
  • Assigned team members per location

Add a location​

1. Open Locations and review current usage​

The page opens with a branch summary and a list of existing locations. The usage card also shows whether another branch could trigger billing.

Live screenshotLocations page overview
Locations page overview
static/img/portal/locations/01-locations-overview.png

2. Select Add New Location​

If the account is still within trial or plan capacity, the button opens the form immediately. If not, the button can be disabled or the save action can later trigger a billing confirmation.

Live screenshotAdd new location action
Add new location action
static/img/portal/locations/02-add-location-action.png

3. Complete the location form​

The form supports these fields:

  • Name
  • Address
  • WhatsApp number
  • Google Maps URL
  • Is default
  • Is active
  • Assigned team

Save once the branch details are complete.

Live screenshotLocation form fields
Location form fields
static/img/portal/locations/03-location-form.png

4. Confirm billing if the new branch exceeds open capacity​

If your account has no open paid location capacity left, saving the new location can show a billing confirmation for the location add-on price.

Live screenshotLocation billing confirmation
Location billing confirmation
static/img/portal/locations/04-location-billing-confirm.png

Assign team members to a location​

5. Use the Assigned team multi-select while creating or editing the branch​

The location form includes a multi-select list of staff members you can attach to the branch.

This is the fastest way to connect a branch to the people who work there.

Live screenshotAssigned team multi-select
Assigned team multi-select
static/img/portal/locations/05-assigned-team.png

6. Review the location in the list view​

After saving, check the location card or table row for:

  • Name and status badge
  • WhatsApp number
  • Google Maps link
  • Assigned team members
  • Actions such as Edit or Make Default
Live screenshotSaved location in the list
Saved location in the list
static/img/portal/locations/06-saved-location.png

Edit, default, or remove a branch​

7. Use the row actions for branch maintenance​

  • Edit updates the location form.
  • Make Default promotes that branch to the default pickup option.
  • Delete removes the location after confirmation.

Only one branch can be the default at a time.

Live screenshotLocation row actions
Location row actions
static/img/portal/locations/07-location-actions.png

Good practice​

  • Add the Google Maps URL while creating the branch so customers have the correct pickup direction immediately.
  • Keep inactive branches in the list only when you still need the history.
  • Recheck the assigned team list after role changes or staffing changes.