Location

Setup

Managing Locations in Summon

Locations in Summon represent the physical or operational sites where valet services are provided. Each location is fully customizable, allowing operators to tailor operational details such as hours of operation, amenities, parking zones, and delivery zones to meet the specific needs of each site. Locations are essential for organizing and streamlining daily operations, ensuring seamless management of resources and services.

Steps to Set Up a Location

  1. Access the Location Settings: Navigate to the “Locations” tab in the Summon app and select the location you want to manage.
  2. Update the Address: Ensure the correct address is entered for accurate record-keeping and customer navigation.
  3. Configure Hours of Operation: Choose from 24/7, on-demand (shift-based), or set standard hours. For standard hours, customize open and close times for each day of the week.
  4. Add Support Information: Enter relevant contact details for the location to provide customers or team members with support access.
  5. Set Up Amenities: Check all applicable features (e.g., EV charging, free shuttles, secure payments). Amenities are visible to customers and help differentiate services.
  6. Manage Parking Lots: Add parking lots by assigning a name and specifying the number of available spots. Multiple lots can be added to a single location.
  7. Define Podium Capacity: Specify the number of key slots the podium can handle to ensure efficient key management.
  8. Set Up Vehicle Check-In and Delivery Zones: Define zones where customers check in their vehicles. Add delivery zones to specify where customers can pick up their vehicles.

Archiving Locations

Locations cannot be deleted but can be archived if they are no longer active. Archiving a location ensures historical data is retained for reporting and compliance purposes.

Requirements to Archive:

  • Ensure there are no open tickets associated with the location.
  • All tickets must be closed before archiving.

Impact of Archiving:

  • Archived locations will no longer appear in the active location list.
  • Historical data for archived locations remains accessible for reporting.

By following these steps and understanding the features available, operators can efficiently manage their locations in Summon, ensuring a streamlined and effective valet operation tailored to their business needs.