Franchise Management

Franchise Management Software for Education Franchises

Run your franchise network from one dashboard: recruit and onboard franchisees, collect royalties and fees, push forms, coupons and events to every location, and compare performance across centers.

yourbrand.com/franchises

Franchises

Franchise board · 24 locations

Search families, classes…

Royalties collected (MTD)

$48,920

Students across network

3,412

Overdue franchise fees

2

Inquiry

Denver, CO

Submitted inquiry form

Raleigh, NC

Call booked Fri

Agreement signed

Tampa, FL

Fees paid

Boise, ID

Territory reserved

Onboarding

Plano, TX

Checklist 14 of 22

Mesa, AZ

Checklist 19 of 22

In operation

Austin, TX

142 students

Frisco, TX

118 students

Katy, TX

96 students

Powerful Features

Key Capabilities

Everything you need to make the most of Franchise Management.

Franchise development

  • Franchise development pipeline with your own stages, from inquiry to opening
  • Franchise inquiry forms you can embed on your website
  • Franchise application forms with e-signatures and payments
  • Kanban board of every franchise by status
  • Territory management

Onboarding and brand standards

  • Franchisee onboarding checklists
  • Franchise agreements with status tracking
  • Document library with visibility by franchise status
  • Push classes, forms, coupons and widgets to every location
  • Curriculum standardization and brand asset management
  • Event Hub to send trainings, closures and launches to every franchise, with acknowledgement and RSVP tracking per location

Royalties and franchise fees

  • Royalty and license fees, flat or recurring
  • Automatic revenue share on franchise enrollments
  • Fee collection by card or ACH, with overdue and pending tracking
  • Royalty tracking and reporting
  • Dashboard chart of franchise fee collection alongside enrollment deductions and payouts

Multi-location oversight

  • Centralized multi-location dashboard
  • Cross-location performance analytics and benchmarking
  • Configure any location remotely or sign in as its admin for support
  • Franchisee portal access with location-specific customizations
  • Franchisee supply store with ordering and shipment tracking
  • Dashboard announcements for chosen roles and franchises, with start and end dates
  • Email open, click and bounce rates compared across franchises
What's inside

A closer look at Franchise Management

Franchise sales pipeline

A public franchise inquiry form feeds a prospect list. Send promising prospects an application form with attachments and e-signature, then track every franchise on a Kanban board from first request to "Franchise in Operation".

  • Drag a franchise card to a new column to update its status instantly, with no save step
  • Cards show student, instructor, coordinator and admin counts plus an Active/Inactive toggle
  • Add, rename, recolor and reorder statuses, and the board's columns update to match
  • Header counters show total, active and inactive franchises at a glance
Manage Statuses dialog with ten color-coded franchise stages, from request received to in operation

Royalty and license fees

Charge franchises flat or recurring fees (weekly, monthly, yearly or custom) by ACH or card, see which franchises have a payment method on file, and collect overdue fees one at a time or in bulk.

  • Pick which payment methods you accept from franchises: bank account (ACH), credit card or both
  • Each fee lists its amount, the franchises it applies to, its deposit account and its billing cycle
  • Pending Payments shows each billing interval with due date, balance and Overdue status
  • All Transactions filters by franchise, date range and Succeeded, Failed or Pending status
Pending Payment Intervals dialog showing a weekly franchise fee 4 days overdue with Collect Payment

Automatic revenue share

Enrollment deductions route a set percentage of each matching franchise course sale to the business account automatically, scoped to all franchises or a single course.

  • A KPI strip shows total deductions, average rate, franchises affected and the highest rate
  • Set the percentage to deduct and choose which franchises each rule covers
  • The cut is taken as each marketplace course sale happens, with no separate billing step
  • Use flat franchise fees for royalties and deductions for a share of course sales
Enrollment Deduction grid with KPI chips and rules showing deduction percentages and franchises covered

Franchisee supply store

Publish a catalog of supplies. Franchise admins add items to a cart, check out and pay, and your team updates shipment status and tracks every order.

  • Franchise admins see each item's stock, unit cost, description, discussion and attachments
  • Cart quantities are capped at available stock, and payment is confirmed before it goes through
  • Your team sees orders awaiting shipment and updates each order's status from one tab
  • Franchises track pending and completed orders, and both sides get transaction history with receipts
Franchise shopping cart with item quantity, unit price, order summary and Proceed to Checkout

Onboarding checklists and agreements

One shared onboarding checklist shows completed and remaining items for each franchise. Agreements live in one table with tags, statuses, attachments and visibility by franchise status.

  • Build the checklist once, then add, rename, reorder or delete items as your process changes
  • Open any franchise's checklist to see an 'X of Y selected' count and mark items done
  • Agreement statuses are yours to define, with names, colors and order
  • View an agreement's description, discussion and attachments in one read-only dialog
Atlanta franchise onboarding checklist with 3 of 8 items done, from Complete Enrollment Form to Grand Opening

Push setup to every location

Business admins push Activity Finder tabs, class and event card templates, enrollment forms and coupons to franchises, and can open any franchise’s settings without logging in to it.

  • Franchises > Setup gathers statuses, forms, onboarding, agreements and inventory in one hub
  • Share contact and enrollment forms by URL, preview them, or generate an embed script
  • Franchises receive pushed Activity Finder tabs and can still edit their own copy
  • Franchise Configuration opens a franchise's own System Config from the business account
Add tabs to Franchises dialog for choosing a franchise and the Activity Finder tabs to send it

Benefits for Your Institution

1

Maintain consistency across all locations

2

Reduce time spent on reporting

3

Identify top and struggling locations

4

Scale operations efficiently

Franchise Management: FAQs

Common questions about Calimatic Franchise Management.

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