Branches and Locations

Branches and Locations are the structural building blocks of your CapySays workspace. Together they define where feedback is collected and how it is organized.

Understanding the Hierarchy

CapySays organizes everything under a four-level hierarchy:

Organization
└── Branch
    └── Location
        └── Device
Level What it represents Examples
Organization Your entire account "Acme Corp", "Springfield School District"
Branch A physical site or major department "Downtown Office", "North Campus", "Main Store"
Location A specific feedback point within a branch "Front Desk", "Classroom 101", "Checkout Area"
Device A tablet or screen collecting feedback at a location A physical kiosk mounted at the front desk

Every device belongs to exactly one location, every location belongs to exactly one branch, and every branch belongs to your organization.

Branches

What is a Branch?

A branch represents a distinct physical site or high-level department within your organization. If your organization operates from a single location, you still need at least one branch — it serves as the container for all your locations and devices.

Typical branch names:

  • "Downtown Office"
  • "North Campus"
  • "Warehouse"
  • "Online / Remote"

Creating a Branch

Role required: Owner

  1. In the Workspace sidebar, click Add Branch.
  2. Enter a name for the branch.
  3. Click Save.

The new branch appears immediately in the sidebar, ready for you to add locations.

Plan limits: Your current plan determines the maximum number of branches you can create. If you have reached your limit, the Add Branch button will be disabled. Upgrade your plan to add more branches.

Editing a Branch

Role required: Owner or Manager (assigned to that branch)

  1. Click the branch name in the sidebar, or open the branch edit panel directly.
  2. Update the branch name or any other details.
  3. Click Save.

Changes take effect immediately across the app — all users in your organization will see the updated name.

Locations

What is a Location?

A location is a specific feedback collection point within a branch. Each location gets its own devices and its own feedback history. Locations are how you distinguish between different physical spots or service areas inside the same branch.

Typical location names:

  • "Front Desk"
  • "Classroom 101"
  • "Checkout Area"
  • "Waiting Room"

Creating a Location

Role required: Owner or Manager

  1. In the Workspace sidebar, find the branch where you want to add a location.
  2. Click Add Location beneath that branch.
  3. Enter a name for the location.
  4. Select a location type from the dropdown. The available types are determined by your organization type (see Location Types below).
  5. Click Save.

The location appears immediately under its branch in the sidebar.

Plan limits: Your current plan determines the maximum number of locations you can create across your entire organization. If you have reached your limit, the Add Location button will be disabled. Upgrade your plan to add more locations.

Editing a Location

Role required: Owner or Manager

  1. Click the location in the sidebar to open the location edit panel.
  2. Update the name, type, or any other details.
  3. Click Save.

Location Types

Every location has a type that describes what kind of space it is. Location types are specific to your organization's category, so the options you see will match your context.

Organization type Available location types
Education Classroom, Lab, Library, Gymnasium, Cafeteria, Office
Hospitality Lobby, Restaurant, Conference Room, Spa, Pool Area
Retail Checkout, Fitting Room, Customer Service, Entrance
Health & Fitness Studio, Gym Floor, Reception, Locker Room

Location types help with filtering and reporting — you can compare feedback across all "Checkout" locations in your organization, for example, regardless of which branch they belong to.

If none of the available types fit your use case, contact support to discuss a custom location type for your organization.

Deleting Branches and Locations

Warning: Deletion is permanent and cannot be undone. All associated feedback data is removed along with the branch or location.

Deleting a Branch

Deleting a branch also deletes:

  • Every location within that branch
  • Every device assigned to those locations
  • All feedback data collected at those locations

To delete a branch, open the branch edit panel and click Delete Branch. You will be asked to confirm before the deletion proceeds.

Deleting a Location

Deleting a location also deletes:

  • Every device assigned to that location
  • All feedback data collected at that location

To delete a location, open the location edit panel and click Delete Location. You will be asked to confirm before the deletion proceeds.

Workspace View

The Workspace is the central hub for navigating your branches and locations.

Sidebar tree: The left sidebar shows your entire branch and location hierarchy. Expand a branch to see its locations. Click any item to navigate to it.

Location cards: The main area displays cards for each location in the selected branch. Each card shows:

  • Location name and type
  • Number of active devices at that location

Click a location card to open it and access its devices, navigate to the feedback calendar, or manage device assignments.

Related Pages

Organizations Devices