Loopit Documentation
Changelog
  • Getting Started
    • What is Loopit?
    • Key Concepts
    • Setting up Loopit
      • Logging into Loopit
      • Multiple vs Single Workspaces
      • Configure Your Workspace
        • Workspace Details
    • Quick Start Guide
    • Welcome to Loopit 2.0
      • Understanding Loopit's Pricing Structure
  • Assets
    • Overview
    • Categories
      • Managing Categories and Subcategories in Loopit
      • Understanding Categories and Subcategories
      • Managing Pricing Overrides in Loopit
    • Adding Your Fleet
      • Uploading Photos
    • Tracking
      • Meter Readings
      • Tracking devices
    • Fleet Management
      • Issues
      • Service reminders
      • Inspections
    • Price Overrides
      • Customizing Charge Pricing Across Packages, Categories, and Fleet
      • Package-level Prices
      • Category-level Override
      • Asset-level Override
      • Bulk Asset-level Override
      • Asset-level Ultimate Override
  • Bookings
    • Overview
    • Lifecycle of a Booking
      • Lead Management
      • Creating a Booking
      • Confirming a Booking
      • Activating a Booking
        • Before Activation
      • Editing a booking
        • Adjust the price
        • Schedule Booking Changes
      • Pausing a Booking
      • Ending a booking
      • Cancel a booking
    • Deposits
      • Collecting deposits
      • Refunding/Claiming deposits
    • Referral source tracking
    • Tracking booking owner/manager
    • Contracts
      • How to Append Terms & Conditions (T&Cs)
      • How to send signed copy of contract/agreement to customer?
      • Inserting Dynamic Variables in Contract Templates
  • Billing
    • Invoices
      • Overview
      • One-Time Charges & Invoicing
      • Tax Types & Rules
      • Downloading Invoices
      • Overdue Invoices
      • Statement of account
      • Emailing invoices
      • Ad Hoc Billing & Invoices
    • Payments
      • Overview
      • Stripe integration
        • AU Becs Direct debit
      • Payment retry - Dunning
      • Auto pay
      • Deleting payment methods
    • Credit Notes
      • Overview
      • Create a credit note
      • Applying credit notes
      • Auto-apply credit notes
      • Refunding credit notes
    • Setting up your packages
      • Program Types
      • Packages
        • What are packages?
        • Creating a package
        • Charge types and models
        • Configuring delivery on packages
        • Charges per location
    • Add Ons
      • Mileage Billing
      • Claim Excess & Excess Reduction
    • Billing Items
  • Settings
    • Users
      • Roles & Permissions
      • Inviting & Assigning Users
      • Enabling & Disabling Users
    • Locations
      • Managing Locations
      • Invoice Customisation
      • Assigning Fleet Locations
      • Booking pickup date rules
    • Workflows
      • Overdue Invoice Reminder
    • Email templates
      • Merge Tags
      • Entity Types
      • Creating a Template
    • Contract templates
      • Creating a template
      • Assigning a Contract Template
    • Integrations
      • Xero
      • FrankieOne
      • Geotab
      • Telemax
      • Rentalmatics
      • Sumsub
      • Tessera MVR Search
      • Experian AU
      • Bonzah Insurance
    • Webhooks
    • Website
      • Facebook Meta Pixel
    • Booking Rules
  • Security
    • Security information
  • People/Companies
    • Creating a Person or Company
      • Creating a person
      • Creating a company
    • Emergency contacts and references
    • Document expiry notifications
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  1. Settings
  2. Locations

Managing Locations

Last updated 4 months ago

As your business expands and you operate multiple locations, franchises, or vehicles in various regions, it's essential to configure locations in Loopit. These configurations help manage customer pick-up and drop-off points, along with opening hours, lead times, and other crucial details that impact how your fleet is displayed to customers for booking.

Adding a New Location

1

Navigate to Settings:

Go to the Settings menu from the main navigation.

2

Select Locations:

Click on Locations to access your location management.

3

Add a New Location:

Click Add Location to create a new location for your business.

4

Configure Location Details:

  • Location Name: Enter a name for your location (e.g., Loopit HQ).

  • Business Number: Add a reference number for the location (useful for managing large-scale operations).

  • Contact Information: Provide a general contact email (e.g., hello@loopit.co) and phone number for the location.

  • Website: You can use the same website for all locations or customize it based on location-specific needs.

  • Time Zone: Ensure the correct time zone is set for the location.

  • Address: Enter the address of the location. You can manually input it or use the auto-fill feature.

5

Set Operating Hours:

  • Define the location's operating hours for pick-ups and drop-offs.

  • You can also allow customers to return vehicles outside these hours if your business offers a queue drop-off option.

6

Save the Location:

Once all information is entered, click Save.

Please ensure that your location details, including opening hours, lead times, and vehicle assignments, are correctly configured. These settings directly affect which vehicles are displayed to customers during the booking process. Inaccurate or incomplete location information may result in unavailable vehicles or missed booking opportunities.