Set Client's Preferred Location on Scheduler App

In this article, we will walk through the steps on how to set preferred locations for clients on the scheduler app. 

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
• Assigning a preferred location will automatically make that location associated.  

To set a preferred location;

1. Log into the app. For details on how to, learn here

2. Once signed in you will be directed to the schedule by default

3. Choose the "Clients" icon located at the bottom of the screen

4. Select a client

5. Select "Edit" at the top of the screen

6. Navigate to the "Client Preferences" section, select "Location"

7. Select the preferred location from the list

8. The selected location will be updated in the "Client Preferences" section

9. Save

The preferred location selected will also be updated in the "Associated Locations" section.

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