Set Client's Preferred Location on Scheduler App

Modified on Tue, 7 Apr at 12:25 PM

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.
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.

To set a preferred location:

Launch the MyTime Scheduler app on your device
Choose your login method:
- Standard: Enter your registered email address and password, then tap 'Sign In'
- Social Login: Select 'Continue with Google' or 'Continue with Apple' to use your existing credentials for a faster login experience. For detailed instructions, learn more here
Once signed in you will be directed to the schedule by default
Choose the "Clients" icon located at the bottom of the screen
Select a client
Select "Edit" at the top of the screen
Navigate to the "Client Preferences" section, select "Location"
Select the preferred location from the list
The selected location will be updated in the "Client Preferences" section
Save