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Create and manage business locations
Create and manage business locations
If your business operates in multiple locations, setting these up individually in your account will help you easily handle schedules, reports, and product sales for each location. Learn how to create and manage locations for your business.
Getting started
You won’t need to take any steps before creating locations for your business, however, to help keep things organized, we recommend:
- Creating a separate email address for each location so any replies to client email notifications go straight to that location's inbox.
Creating locations
The name and address of a location will be visible to clients on their receipts and when booking online, so they need to be kept up-to-date.
- Desktop
- Mobile
To create a location within your account:
- Open Workspace settings, select Business setup then Locations.
- Click Add and fill in the Basic information about your location, including the name, contact number, and email address.
- Select your main and secondary business type from the available options.
- Enter the location address and billing details. These will appear on sale receipts for clients.
- Set Opening hours by checking the boxes next to each open day, using the dropdowns to add the hours, and clicking the plus button to create closed periods during the day.
- Click Save.
Once your location is added, you'll be able to assign team members, allocate the location to services, and set up a marketplace profile.
To create a location within your account:
- Open Workspace settings, select Business setup then Locations.
- Tap Add (+) and fill in the Basic information about your location, including the name, contact number, and email address.
- Select your main and secondary business type from the available options.
- Enter the location address and billing details. These will appear on sale receipts for clients.
- Set Opening hours by checking the boxes next to each open day, using the dropdowns to add the hours, and tapping the plus button to create closed periods during the day.
- Tap Save.
Once your location is added, you'll be able to assign team members, allocate the location to services, and set up a marketplace profile.
Add directions to your location under the location and billing details notes to help your clients find you easily when booking an appointment online.
Managing locations
You can update and manage location details at any time.
Rearrange the order of your locations
Set how you’d like locations to be displayed in all lists.
- Desktop
- Mobile
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.
To rearrange the order of your locations:
- Open Workspace settings, select Business setup then Locations.
- Tap Quick actions (the three dots) in the top right corner and select Change order.
- Drag and drop the list of locations into the correct order.
- Tap Save order.
Edit location details
- Desktop
- Mobile
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.
To change details about a location:
- Open Workspace settings, select Business setup then Locations.
- Next to a location, select Quick actions (the three dots) and View.
- Tap Edit next to the relevant field you want to update.
- Make changes to the location details as needed.
- Tap Save.
Deleting locations
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
- Desktop
- Mobile
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.
To cancel your future appointments:
- Open Sales and select Appointments.
- Use the Filter icon in the top right corner to choose the location and set the date range as All time.
- Tap 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
- Desktop
- Mobile
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:
- Complete the sale:
Click Pay now, select a payment method and click Pay now to collect the payment. - Void the sale:
Click Quick actions (three dots), then Void, and reconfirm by selecting Void sale.
- Complete the sale:
- Open Sales.
- Use the Filter icon in the top right corner 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:
- Complete the sale:
Tap Pay now, select a payment method and tap Pay now again to collect the payment. - Void the sale:
Tap Quick actions (the three dots), then Void, and reconfirm by selecting Void sale.
- Complete the sale:
Deleting locations
The location can be deleted once you’ve managed all future appointments, unpaid sales and product orders.
- Desktop
- Mobile
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.
To delete your location:
- Open Workspace settings, select Business setup then Locations.
- On the relevant location, tap Quick actions (the three dots) and select Delete location.
- Select Delete to reconfirm.
Deleting a location is a permanent action so we don’t recommend this for seasonal locations or temporary closures.