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.

This guide covers: 

• Getting started 
• Creating locations 
• Managing locations 
• Deleting locations

Getting started

You won’t need to take any steps before creating locations for your business, however, to help keep things organized, we recommend that you:

• Create 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.

To create a location within your account: 

1. Open Workspace settings, select Business setup then Locations. 
2. Click Add and fill in the basic information about your location, including the name, contact number, and email address.
3. Select your main and secondary business type from the available options. 
4. Enter the location address and billing details. These will appear on sale receipts for clients. 
5. 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.
6. Click Save.

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.

To rearrange the order of your locations: 

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

Edit location details

To change details about a location: 

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

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

Settle unpaid sales 

1. Open Sales.
2. Use the filters to choose the location, set the date range as All time and view Unpaid invoices.
3. 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.

Deleting locations

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

To delete your location:

1. Open Workspace settings, select Business setup then Locations. 
2. On the relevant location, click Actions and select Delete location.
3. Select Delete to reconfirm you want to proceed.