Option to Restrict Customer Data Sharing Between Multiple Locations in a Single Account

[kabal]

Description of Feature Needed:

When operating multiple locations under a single Square account, especially within the salon, spa, or franchise industries, there is a significant business and security risk posed by the automatic sharing of all customer data. We urgently need an option to prevent the entire customer database from being shared across all locations.

Current Behavior:

• All locations within one account automatically share the complete customer directory. This means staff at one salon location can view, export, or access the client lists, booking history, and contact information of customers who belong exclusively to a different location.

Desired Behavior:

• Location-Based Data Segmentation: We need an option (ideally during location setup or within settings) to restrict a new location's access to only the customers they acquire themselves.
• Data Security/Privacy Control: This stops employees at one location from "stealing" or accessing the proprietary client lists built by another location manager/owner under the same primary account.
• The primary account admin should maintain full oversight, but operational staff access needs to be restricted by location database segment.
• During New Location Setup: An explicit option or toggle should be provided asking the account holder: "Do you want this new location to share the existing customer database?"
• If 'No' is selected:
  • The new location starts with a blank customer directory.
  • Staff at this restricted location can only view and manage customers they add themselves or customers who book services specifically at their location.
  • The primary account holder/admin would retain full visibility across all locations, but the data would remain segmented at the operational level.
  • Customer data generated by the new, restricted location should not automatically sync back to the main shared database if the sharing option is off.

Reason for Need (Use Case):

This feature is critical for maintaining business security and fair competition between different branches or franchise owners. Salons invest heavily in building their client base; automatic data sharing makes this data vulnerable to unauthorized access and misuse by staff at competitor locations operating under the same Square account umbrella. It is a vital feature for protecting proprietary business information.