Company View gathers everything that concerns the business as a whole rather than a single location. The summary below shows what lives in each menu area; the chapters that follow cover each section in detail.
| Menu area | What it covers |
|---|---|
| Business | Companies, locations, business categories and location groups — the structure of the business itself |
| Orders | Orders aggregated across all locations of the company (a single entry rather than a group) |
| Analytics & Insights | Company-wide reporting and performance, and customer reviews |
| Data | Customers aggregated across all locations of the company |
| Marketing | Marketing tools managed at company level, grouped into Promotions & Discounts, Loyalty & Rewards and Campaigns & Content |
| Finance | Company-level finance (payment accounts, plans, payouts) and Billing (subscription plans and invoices) |
| Platform | Access & Permissions (users and roles) and Configuration (websites, integrations, app versions and company-level settings) |