Client Associated Locations

Modified on Sat, 21 Jun at 11:33 AM

When an account has multiple locations, a client can be associated with all or select locations. In this article, we'll go through how to associate and disassociate locations with clients.

Things to know:

The ability to associate and disassociate a location directly from the client profile is governed by the "Edit Client Information" access control setting
A client is associated with a location in 4 ways:
- They have/had an appointment/class enrollment at that location
- They purchased a product, membership, package or gift card at that location
- The location was marked as preferred on the client's profile
- The location was manually assigned when the client record was being created or in the case where an account only has one location, the location will be automatically assigned when the client record is created on the Clients tab.
If the client is not associated with any location, they will be excluded from the recipient list, and you won't have the ability to send them any campaigns.
When searching for a client on accounts with several locations, the location the client is associated with will be displayed in the search results.

CONTENTS

Associate Locations With New Clients
Associate Locations With Existing Clients

To associate a location to a new client from the client profile:

Navigate to the Clients tab
Select the Add Client button
Select a location from the Associated Locations filter
Add the client's details
Save

Once saved, the associated location will be displayed under the "Associated Locations" section.

Associate Locations With Existing Clients

To assign a location to an existing client from the client profile:

Navigate to the Client tab
Locate the client you wish to edit
On the client's profile, locate the "Associated Locations" section, found on the right hand of the client profile page
Click the edit icon
When the modal opens, click the "Add Location" link
The location filter will appear, displaying a list of all the remaining locations from which to choose.
Select the location > Save

If you have any questions about this feature, please contact the Support Team, at support@mytime.com.

Related Articles:

Edit Clients' Associated Locations

Adding Associated Locations to Client Profiles via CSV Files (Ingest Data)

Deleting Locations

Client Preferred Location