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Customers & locations

In Avantly, your business is a customer account. Everything else — campaigns, certificates, branding, users — belongs to a customer.

Customers support a parent-child hierarchy, built for franchises and multi-location businesses:

  • A parent customer represents the overall business.
  • Child customers represent individual locations.
  • A user’s permissions on a parent customer can extend down to its child locations, so you don’t have to set up staff access separately at every site.
  • Gift certificates can be restricted to specific locations within the hierarchy — see Redemptions.
  • Branding defaults are per customer and can be overridden per campaign.
  • Redeeming a certificate shows staff only the locations they’re permitted to redeem at.