flamel
DOCS

Franchise Operations

Onboard, transfer, merge, and close franchise workspaces. Every task includes a click-by-click Scribe.

For Hub admins (franchisor). Workspace owners can't run these operations — switch to the Hub context first (top-left switcher).

Each section below is a complete workflow with embedded step-by-step walkthroughs.

Operations

Onboarding workflow at a glance

Complete these in order for every new franchisee. Hub admin does steps 1–5; franchisee handles 6–7.

Create the workspace and owner account

Add the workspace under your Hub and invite the franchisee as Workspace Owner. Scribe ↗

Update the location table

Add the new location's address, phone, hours, neighborhoods, and any brand-specific custom variables. Scribe ↗

Connect socials, ad account & pixel

Connect Facebook/Instagram pages, link the brand's Meta ad account, and connect the brand pixel. Scribe ↗

Configure the Ad Configuration table

Set up audience types, default targeting, lead forms, and CTAs for the workspace. Scribe ↗

Set the monthly budget

Add the workspace to Flamel Billing and create a Stripe subscription at the agreed budget. Scribe ↗

Share the franchisee's Calendly link so they can book their 1:1 kickoff.

Franchisee: add payment method

The franchisee adds a card or ACH in Billing → Payment Method. Scribe ↗

Franchisee: opt into first playbook

Browse the playbook shop and submit the first campaign. Scribe ↗

All Scribes by scope

Bookmark these — they're the source of truth for every recurring task. Each link opens the click-by-click walkthrough.

Hub

Workspace

Before you start

  • Switch to Hub context (top-left switcher shows ShipWheel icon for Hub, Layers for Workspace)
  • Have ready: franchisee's full name + email, location address + phone, agreed monthly budget
  • For franchise transfers/closures: don't delete anything until you've confirmed active campaigns are stopped or moved