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
Onboard a new workspace
New franchisee signs and goes live. Create workspace, location, social connections, ad config, budget.
Multi-unit onboarding
One owner running multiple locations. One user, multiple workspaces.
Transfer a workspace
Ownership changes hands. Swap owner, reconnect socials, keep history.
Merge or rebrand
Combine two locations or rename a workspace.
Close a workspace
Permanent shutdown. Stop billing, disconnect, delete.
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 ↗
Send the onboarding call link
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
- Add a new Hub location (workspace & user) ↗
- Update the Location table ↗
- Connect socials, ad account & pixel ↗
- Create & configure the Ad Configuration table ↗
- Add / delete a studio location in Ad Configuration ↗
- Set a workspace budget ↗
- Approve workspace media opt-ins ↗
- Use Command Center to update ad set schedules ↗
- Update billing admin email ↗
- Add copy variations to dynamic ad playbooks ↗
- Create an Instant Form for Meta ads ↗
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