When creating a new location, you can copy settings from an existing one to save time and ensure consistency.
When to Copy Settings
Copying is ideal when:
- Opening a new branch with similar operations
- Maintaining consistent AI behavior across locations
- Avoiding repetitive setup work
- Keeping hours and services uniform
Starting a Copy
- Go to Settings > Locations
- Click Add Location
- Select Copy from Existing Location
- Choose the source location from the dropdown
What You Can Copy
Location Info
Contact and business details:
- Address
- Phone number
- Website URL
- Short description
Services (Service Businesses)
Your service offerings:
- All services assigned to the source location
- Service names, descriptions, and pricing
- Staff assignments are NOT copied (selected separately)
Weekly Availability
Operating hours:
- Regular weekly schedule
- Open and closed days
- Time slots for each day
Tables (Restaurants)
Table configuration:
- All tables with names and numbers
- Seating capacities
- Zone assignments
- Floor plan layout
Booking Page
Public booking page settings:
- Styling and colors
- Banner images
- Business description
- Maximum party size
Holidays
Holiday schedule:
- All configured public holidays
- Special closure dates
AI Configuration
AI agent settings:
- Personality traits and tone
- Voice selection
- Greeting messages
- Tool configurations
- Response style
What is NOT Copied
Some things are always unique per location:
- Phone numbers — Each location gets its own AI phone number
- Bookings — Existing reservations don't transfer
- Customers — Customer database is shared across locations
- Staff assignments — Selected separately during creation
The Copy Process
- Select source location — Choose which location to copy from
- Check copy options — Select what you want to copy
- Enter basic details — Name, state, timezone for the new location
- Review and create — Confirm and create the location
Best Practices
Copy Everything, Then Adjust
It's often faster to copy all settings and then make small changes than to set up from scratch.
Consistent AI Experience
Copy AI Configuration to ensure customers have the same experience at all locations.
Update Location-Specific Details
After copying, update:
- Location name (to distinguish it)
- Address (for the new venue)
- Phone number (if different)
After Copying
Review the new location to ensure:
- Hours are correct for this venue
- Services/tables match the new location's offerings
- AI greetings mention the right location name
Next Steps
- Editing Location Details — Make changes after copying
- Creating a New Location — Learn about the full creation process