Introduction to Opener
Navigating the complexities of franchise management can be challenging, but with the right tools, the journey becomes notably smoother. Meet FranConnect's Opener module – your dedicated solution to efficiently initiate and oversee a unit opening process. Whether you're familiar with FranConnect o...
How to Use the Unit Summary Section in Opener and Info Manager
Welcome to our comprehensive guide on navigating the Unit Summary section of the Opener and Info Manager modules in FranConnect. Whether you're a seasoned user or just starting out with FranConnect, the Unit Summary provides many tools to manage your individual units, helping you gain deeper insi...
How to Use Checklists for the Franchise Opening Process
The Opener module is a powerful tool, designed to streamline your franchising operations and keep everything running smoothly. A key part of that is the ability to use checklists, which can help you stay organized, ensure that crucial tasks are completed, and ensure that every aspect of your fran...
Why Can't My Franchisees See All Their Locations in Opener?
If your franchisees are reporting that they cannot see all their locations in Opener, you can check the visibility settings on their units. In this article, we will show you how to modify visibility settings on a unit in Opener. Changing Visibility Settings on a Unit To change visibility settings...
Updating a Document in Opener
Uploading a document in the Opener may be necessary to share important documents for specific tasks. In some cases, you might find it necessary to change the document that you previously uploaded, as the previous document might either be the wrong document, or an outdated document. You can add an...
Changing the Checklist Display in Opener
In a Franchise organization, Franchise Stores awaiting to be opened are often categorized based on store types. Checklists used to track store openings are not always applicable to all the stores, so FranConnect offers several ways to manage these checklists. The checklists can be associated with...
Adding a Franchise Location in Opener
You may open a franchise location for an owner that has no Sales module lead record. If there is no lead record, you can add the new Franchise Location directly in Opener. To add a location directly: In the Opener module, choose the Store Summary page. At the top right of the Store List, choose t...
Managing Franchisor Only Tasks in Opener
When adding a new task or editing a task already in Opener, you can elect whether you want a Franchisee to be able to view or edit the task. You can set the task to the following option: - None: This will ensure the Franchisee is not exposed to corporate tasks that do not involve them.- View Only...
Adding a Task to a Checklist for only One Location
Go into Opener and select the location you want to add an opening task. Adding the task this way will only add the task for this one location and no other or future locations will have this task on their list. Click on Opener under the Admin Tab. Select the Task List you would like to add the ite...