Updating Client's Preferred Locations

At MyTime, you can update the preferred location for each client individually by accessing their profile. Additionally, you can perform a bulk update to change the preferred locations for multiple clients using the export-import option. In this article, we will outline the process for updating clients' preferred locations in bulk through the export and import features.

Things to Know: 

• For details on how to set preferred locations, learn more here
• Updating the preferred location can only be done at the child level 

Content

• Preparing CSV Sheet
• Updating Preferred Locations Using Export-Import 

Preparing CSV Sheet 

First, you will need to prepare your CSV file with the necessary information by following the steps outlined below.

1. From the child level, go to the Clients tab
2. Select the Manage Clients drop-down menu  
3. Select "Export Clients" from the list
4. A CSV file will be created downloaded and saved to your computer
5. From the export list, copy the mytime_client_id for the clients you wish to update the preferred location for
6. Paste the mytime_client_id in a new Excel sheet with the column name mytime_client_id
7. Name the column next to the mytime_client_id column, preferred_location_id, and insert the store ID for the preferred location you wish to change to for the client's preferred location                                                                                                                             
   • The store ID can be found by:
     • Navigate to Business Setup > Business Profile                                                                                        
     • In the Locations section, click "Edit" next to the location
     • On the Edit Location modal, the Store ID will be visible. If none is available, please add one, save the changes                                                                         
8. Once the store IDs are added, download the sheet as CSV. To download the sheet, at the top left-hand of the page, click File
   • Hover over the Download option from the drop-down option then click Comma Separated Values  (.csv)                                            
9. The CSV file will be downloaded and saved to your computer

Updating Preferred Locations Using Export-Import 

Once the CSV file is downloaded from the steps here, you will need to upload it to your account to implement the changes to your clients using the export-import option.

1. Navigate to the Clients
2. Select the Manage Clients drop-down menu  
3. Select "Import Clients" from the list
4. On the Import page, click Upload                                                                                                                                                                            
5. Choose the CSV downloaded in the steps above. The file will appear on the page, then click Import                                                               
6. The changes to the preferred locations will be implemented and can be viewed when you access any of the client profiles for which the updates were made.                                                                                                                  

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