Client Preferred Location

Setting a preferred location provides staff members with valuable insight into where clients prefer to conduct their bookings and purchases. Furthermore, it enables staff members to deliver customized campaigns targeted to that specific location. In this article, we will outline the steps for establishing preferred locations for your clients.

Things to know:

• The ability to set a preferred location on a client's profile is governed by the "Accessing Client Records" access control setting.
• The option to set a preferred location is available when creating a new client or when editing an existing client profile
• The time displayed in the "Campaigns Sent" section of the client's profile is determined by the time zone of the client's preferred location. If the client does not have a preferred location, the time zone of the logged-in user's computer is utilized.
• For franchise businesses with client sharing enabled, if a client’s preferred location (from a specific child company) is later closed, any automated messages or campaigns sent from another child company will display the sending location’s address—not the closed preferred location’s address. Example: If Sandy’s preferred location (Greenwich, from Child A) has been closed, and she books a haircut at the Lancewood location (Child B), automated messages sent to Sandy will show Lancewood’s address, not Greenwich’s.
• For franchise businesses with client sharing enabled, when a manual campaign is sent, the system ensures that the reply-to email and physical address used in the campaign come from a location within the same child account that is sending the campaign. The system determines the appropriate location based on the following logic:
• Client’s Preferred Location (Belongs to a Different Child Account): If the client’s preferred location is part of a different child account than the one sending the campaign, it will not be used. Instead, the system uses a location within the child account sending the campaign for both the reply-to email and physical address.
• Client’s Last Appointment at a Location Within the Sending Child Account: If the client’s most recent appointment was at a location within the child account sending the campaign, that specific location’s details will be used.
• Client’s Last Appointment Outside the Sending Child Account: If the client’s most recent appointment was at a location outside the child account sending the campaign, the system will choose one of the client’s associated locations that belongs to the sending child account.
• Single Location Selected During Campaign Creation: If only one location is manually selected during campaign setup, that location will always be used for the reply-to email and physical address—regardless of the client’s preferred location or appointment history.                                             

To set a preferred location on a new client's profile:

1. Go to the Clients tab
2. Select the +Add Client button
3. Locate the Preferred Location field on the 'Add a Client' form. Click the drop-down arrow to expose the locations associated with the business
4. Choose the location from the dropdown menu that you wish to designate as the preferred location for the client                                                        
5. Save 

To set a preferred location on an existing client's profile:

1. Go to the Clients tab
2. Search for and locate an existing client > Open the profile 
3. Click the edit icon next to the client's details                                                                        
4. Locate the Preferred Location field and click the drop-down arrow to expose the locations associated with the business                                                                                                                                                                                              
5. From the dropdown, select the location that will be the preferred location for the client                                                            
6. Save 

Once saved, the preferred location will be marked with a star under preferences and listed as an associated location on the client's profile.                                                                                                                                                                                                                          

When searching for clients with a preferred location, the location will be visible in the search list with the client's name.

For more information, contact us at support@mytime.com.    

Related Articles:

Client Associated Locations

Client Preferred Location vs Associated Locations

Edit Clients' Associated Locations