To add a new location, you'll want to navigate to Settings > Location > Add New Location -
Once you’ve selected the Add New Location tab, you’ll be taken to the Name & Type page of the Add New Location flow where you must enter the name of the location and select whether it is a physical, virtual or variable location -
- Physical - Location where appointments take place at a dedicated physical (like your office or conference room)
- Virtual - Location where appointments take place virtually (like Zoom, a conference line or FaceTime)
- Variable - Location where appointments take place at a client-provided address (like "Your home" and you would travel to the clients home to fulfill the appointment)
Once you have entered the location Name & Type, you'll need to click on the green Continue button -
That will take you to the Contact Information page, where you can optionally enter -
- Phone Number - This phone number can be added to your email templates or to your appointment saved message using the %LOCATION_OFFICEPHONE% email tag.
- Email Address -This email address can be added to the CC field on your email templates by using the %LOCATION_EMAIL% email tag.
- Address (for a physical or variable location) or Description (for a virtual location) - This address or description will display to your clients underneath the location name on your Client Scheduler, and can be added to your email templates with the tag %LOCATION_ADDRESS% or %LOCATION_DESCRIPTION% (these tags are interchangeable, so if you use %LOCATION_ADDRESS% it will pull up whatever was entered in either the location address or description field for the location.
- Timezone - If this location is in a different timezone than your business, you can indicate that here and staff availability & appointment times will use the location's timezone for scheduling.
Once you’re satisfied, you'll want to click on the green Continue button -
This will take you to the Details age, you can optionally add directions for this location. The directions that you enter can be added to your appointment emails using the %LOCATION_DIRECTIONS% email tag. They won’t, however, be visible to the client when he or she is booking an appointment. You will also need to select which staff have access to this location, and once you’re satisfied you'll need to click on the green Continue button -
This will take you to the Confirm New Location page, where you can review the information you’ve entered on the other screens and once you’re ready click on the green Submit button -
You’ll get taken to the Locations page, where you’ll see the new location you’ve added under the Active Locations List -