---
title: Creating Groups and Locations in swivl
description: "In swivl, your Organization's structure is hierarchical: Organization → Group → Location Settings and information flow top-down through this structure. Organization-level settings apply to all Groups"
---

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# Creating Groups and Locations in swivl

#### How Inheritance Works

In swivl, your Organization's structure is **hierarchical**:  
**Organization → Group → Location**

Settings and information flow **top-down** through this structure.

- **Organization-level settings** apply to all Groups and Locations.
- **Group-level settings** override Organization settings, but only for the Locations within that Group.
- **Location-specific settings** take precedence for that individual Location.

This setup allows you to manage global standards across your Organization while giving flexibility to Groups and Locations that need custom settings.

> **❗Important:** A few fields in the [Location “Details”](https://v3.swivl.studio/properties/group/12/location/8/page/details) section **do not inherit** from the Organization or Group levels. These **must** be set at the Location level if needed. See the **'*What Needs to Be Filled Out*'** section below for details.

---

#### How to Create a Group

1. From the [**Property Manager** dashboard](https://v3.swivl.studio/properties/page/details/info), click the **three dots** menu.
2. Select **Add Group**.
3. Enter a **Group name**, then click **Create**.
4. Set any specific details or settings you want to apply to this Group.
5. Save your Group.

![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-28%20at%209-53-54%E2%80%AFPM-png.png?width=325&height=175&name=Screenshot%202025-04-28%20at%209-53-54%E2%80%AFPM-png.png)

> **Tip:** Only create a Group when you need Locations to share settings different from the Organization defaults.

---

#### How to Create a Location

1. From the [**Property Manager** dashboard](https://v3.swivl.studio/properties/page/details/info), click the **three dots** menu.
2. Select **Add Location**.
   
   ![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-28%20at%2010-01-00%E2%80%AFPM-png.png?width=373&height=206&name=Screenshot%202025-04-28%20at%2010-01-00%E2%80%AFPM-png.png)
3. Enter the Location’s details (e.g., name, and select the Group you want the Location to be part of).
4. Click **Create** to save the Location.![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-28%20at%2010-06-27%E2%80%AFPM-png.png?width=480&height=256&name=Screenshot%202025-04-28%20at%2010-06-27%E2%80%AFPM-png.png)

> **Note:** Locations inherit settings from the Group they are in, unless you customize them at the Location level.

---

#### What *Needs* to Be Filled Out?

When setting up a **Location**, not all fields inherit from the Organization or Group. The following fields **must be filled out manually** at the Location level unless otherwise noted:

### 🔹 Location **Information**

- **Location Website URL** – Add the full public URL for the Location. (e.g. https://www.swivlstorage.com/cities/merlin)
- **URL Lookup Pattern** – Required for proper functionality; the part of the URL that comes after '.com' (e.g. /cities/merlin)
  
   ⚠️ **Tip:** Make sure **none of the URLs end with a backslash (`/`)** — this can cause issues with lookups and redirects. Always enter URLs **without** a slash at the end.
- **Postal Code** – **Leave blank until the Location is ready to launch.**

**![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-30%20at%206-51-19%E2%80%AFPM-png.png?width=688&height=357&name=Screenshot%202025-04-30%20at%206-51-19%E2%80%AFPM-png.png)**

### 🔹 Location **Features**

- **FMS Integration** – Enable this to sync your Location with your FMS.
- **FMS ID** – **Leave blank until you're ready to send messages** (if Sequences are enabled).
- **FMS Sync Enabled** – Set this according to your integration status.

![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-30%20at%206-59-55%E2%80%AFPM-png.png?width=688&height=281&name=Screenshot%202025-04-30%20at%206-59-55%E2%80%AFPM-png.png)

### 🔹 **Important URLs**

- **Location Specific Payment Portal** – Add only if the Location uses a different payment page.
- **Google Review** – Add the URL to the Location’s Google Review page.

![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-May-01-2025-02-06-19-0524-AM.png?width=539&height=532&name=image-png-May-01-2025-02-06-19-0524-AM.png)

### 🔹 **Hours**

- **Hours** – Enter the Location’s business hours, access hours, and call center hours manually.

![](https://learn.tryswivl.com/hs-fs/hubfs/image-png-May-01-2025-02-07-10-8056-AM.png?width=688&height=399&name=image-png-May-01-2025-02-07-10-8056-AM.png)

### 🔹 **Advanced Settings**

- **Google Review Place ID** – Required if you want swivl to manage replies to reviews.
- **Outbound Twilio App** – Only needed if each Location has a unique phone number. 
  
  ![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-04-30%20at%207-10-28%E2%80%AFPM-png.png?width=688&height=387&name=Screenshot%202025-04-30%20at%207-10-28%E2%80%AFPM-png.png)

### 🔹 **Spot.is**

- **Spot Location URL** – Add the unique Spot URL for the Location.
- **Spot Location Short Link URL** – Shortened version of the Spot URL for sharing.

![](https://learn.tryswivl.com/hs-fs/hubfs/Screenshot%202025-05-01%20at%209-04-57%E2%80%AFAM-png.png?width=688&height=341&name=Screenshot%202025-05-01%20at%209-04-57%E2%80%AFAM-png.png)

#### Best Practices

- Set global policies at the Organization level whenever possible.
- Use Groups to manage Locations with shared needs (e.g., regional offices, departments).
- Customize at the Location level only when necessary to reduce complexity.

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