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.  
• 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;

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.        

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