Manage business locations

Learn how to edit or delete business locations to keep your business information accurate and up to date.

Edit location details

To change details about a location:

Open Workspace settings, select Business setup then Locations.
Next to a location select Actions and View.
Click on Edit next to the relevant field you want to update.
Make changes to the location details as needed.
Click Save.

Rearrange the order of your locations

Set how you’d like locations to be displayed in all lists.

To rearrange the order of your locations:

Open Workspace settings, select Business setup then Locations.
Click Options and select Change order.
Drag and drop the list of locations into the correct order.
Click Save order.

Delete a location

You can permanently remove a location from your account if it’s no longer used. Before deleting the location, make sure there are no future appointments, pending product orders, or unpaid invoices.

Cancel all future appointments

To cancel your future appointments:

Open Sales and select Appointments.
Use the filters to choose the location and set the date range as All time.
Click on each appointment reference to open and cancel.

If you plan to move upcoming appointments to another location, we recommend exporting the list of future appointments before canceling.

Settle unpaid sales

To settle unpaid sales:

Open Sales.
Use the filters to choose the location, set the date range as All time and view Unpaid invoices.
Select the sale reference to open the invoice to either:
1. Complete the sale:
  Click Pay now, select a payment method and click Pay now to collect the payment.
2. Void the sale:
  Click Quick actions (three dots), then Void, and reconfirm by selecting Void sale.

Delete a location

The location can be deleted once you’ve managed all future appointments, unpaid sales and product orders.

To delete your location:

Open Workspace settings, select Business setup then Locations.
On the relevant location, click Actions and select Delete location.
Select Delete to reconfirm.

Deleting a location is permanent, so we don’t recommend doing this for seasonal locations or temporary closures.

Manage business locations

Learn how to edit or delete business locations to keep your business information accurate and up to date.

Edit location details

To change details about a location:

Open Workspace settings, select Business setup then Locations.
Next to a location select Actions and View.
Click on Edit next to the relevant field you want to update.
Make changes to the location details as needed.
Click Save.

Rearrange the order of your locations

Set how you’d like locations to be displayed in all lists.

To rearrange the order of your locations:

Open Workspace settings, select Business setup then Locations.
Click Options and select Change order.
Drag and drop the list of locations into the correct order.
Click Save order.

Delete a location

Cancel all future appointments

To cancel your future appointments:

Open Sales and select Appointments.
Use the filters to choose the location and set the date range as All time.
Click on each appointment reference to open and cancel.

If you plan to move upcoming appointments to another location, we recommend exporting the list of future appointments before canceling.

Settle unpaid sales

To settle unpaid sales:

Open Sales.
Use the filters to choose the location, set the date range as All time and view Unpaid invoices.
Select the sale reference to open the invoice to either:
1. Complete the sale:
  Click Pay now, select a payment method and click Pay now to collect the payment.
2. Void the sale:
  Click Quick actions (three dots), then Void, and reconfirm by selecting Void sale.

Delete a location

The location can be deleted once you’ve managed all future appointments, unpaid sales and product orders.

To delete your location:

Open Workspace settings, select Business setup then Locations.
On the relevant location, click Actions and select Delete location.
Select Delete to reconfirm.

Deleting a location is permanent, so we don’t recommend doing this for seasonal locations or temporary closures.

Manage business locations

In this article

Edit location details

Rearrange the order of your locations

Delete a location

Cancel all future appointments

Settle unpaid sales

Delete a location

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