Managing Service Locations

What Are Service Locations?

A service location represents the physical place where you meet with customers to provide your services. This could be your office, retail store, or any other address where appointments occur. When you first set up your CRM, a default location is automatically created using the business address from your Settings > Business Profile. This default location works perfectly for businesses operating from a single address.

Working With Multiple Locations

If your business has more than one physical location, you can enable the multiple locations feature. This allows you to manage appointments across different branches or offices. To turn on this feature:

1. Navigate to Calendar Settings > Services
2. Under Global Settings, toggle on Enable Multiple Locations
3. Once activated, you can add additional locations in the Locations tab

Adding New Locations

After enabling multiple locations, you can create new ones by following these steps:

1. Go to Calendar Settings > Services > Locations tab
2. Click Add New
3. Upload an image for the location (this displays on booking pages)
4. Enter the location name, phone number, and address
5. Click Save Location

Note: While online meeting locations like Zoom or Google Meet aren't directly supported, you can paste a static video conferencing link into the Address field as a workaround.

Setting Staff Availability by Location

After creating locations, you must assign staff availability to ensure services are properly offered at each location. To configure this:

1. Go to Calendar Settings > Services > Staff
2. Edit a staff member's profile
3. Navigate to the Assign Services tab and assign the appropriate services
4. Go to the Weekly Working Hours tab
5. Set the staff member's working hours for each service at specific locations

Staff members can be assigned to multiple locations with different schedules, providing flexibility in how services are offered across your business locations.

Frequently Asked Questions

Do I need to create a location if I only have one business address?

No. The system automatically creates a default location using your business profile address. You only need to create additional locations if you operate from multiple addresses.

Can I edit the default location?

Yes. Go to Calendar Settings > Services > Locations tab, click Edit next to the default location, and update the details as needed.

What happens if I don't assign staff to a location?

If no staff availability is linked to a location, that location won't appear as an option during the booking process.

Can staff work at multiple locations?

Yes. Staff members can be assigned to multiple locations with different schedules, allowing them to work across various branches.

Where do customers see location information?

Customers see location details including the image, name, and address on the booking page and in their appointment confirmation emails.

Can I delete locations?

You can delete additional locations you've created, but the default location cannot be deleted. You can only edit its details.