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This basically creates "Folders" for your locations so you can direct clients to the scheduler that contains the locations nearest or most convenient for them.
This is great if you have a whole lot of locations where you offer appointments. Maybe you service multiple states. You could group all of your locations in one state within a single group and then provide that group's private URL to your client base that's there for them to book through that.
Say you're a fitness studio with facilities across the southeast: 3 in Florida, 4 in Georgia, and 3 in North Carolina. You wouldn't want to display all of these in one long list! Instead, you would create a group called "Florida", a group called "Georgia" and a group called "North Carolina" and then sort the respective locations into these groups.
In this documentation, we'll cover:
- How to create a location group
- Editing a service and class location groupHow to include service and class groups in your scheduler flow
- Send clients to book at your location group
I will use the above fitness studio example for context. This could extend to any industry, I just think this is a pretty easily understood example for this feature. If you do have questions after reading through this documentation, reach out to our support team and we'd be happy to answer them.
Let's say we run a fitness studio business and we have several different locations as you can see from our list of locations in our account:
This gets to be a lot when clients go to your scheduler and end up seeing a long list of jumbled locations:
To make it easier for your clients, let's add in some location groups so that you can direct clients to the scheduler that's most pertinent for them. Then they'll only see the locations closer to where they actually are. To do this, click the button to "Add New Group" from your Settings → Locations page:
Set up your new group by first giving it a name. In this case I'll name the group "Florida":
Next, select off the locations you want to include in this group. In this case, I'll select all the Florida based locations:
Finally, click the "Save" button in the top right to save your new location group to your account:
This will take you to the profile view for the saved group:
I'll now be able to find this group under my Settings → Locations → Locations Groups list view:
For this example, I'll also want to create another new group called "Pedicures" so that clients can choose whether they want to book a manicure or a pedicure before seeing the list of options for each. I'll do this the same way I created the Manicures group above. Once I'm done, the Pedicures group will also show up under my Service & Class Groups list:
Now, so long as I have made sure to enable service groups in my scheduler's flow, then before clients get to the list of services on my scheduler, they'll first get to choose whether they are looking to book a manicure or a pedicure:
if they chose Manicures from the above image, the next page would show only the Manicure appointment types, none of the Pedicures:
And if they had chosen Pedicures they would only see the Pedicure appointment types:
Much easier on the eyes, wouldn't you say?
Continue reading Now, that the group is created you can send clients to book at that group by copying the private url for the group and linking it either on your site or in an email to the client.
Continue reading this documentation to learn how to:
Once you've established a group, you may, at a later date, decide to add another service or class location that you want to include in that group.
Let's say I've got my nail salon fitness studio all set up on TimeTap and we decide to add in a new type of pedicure called a Margarita Pedicureopen a new franchise in Florida. I've already created added the servicenew location, but now I need to include it in my existing Pedicures Florida group.
First, I'll navigate to Settings → Services & Classes → Service & Class Locations → Location Groups list view and click the "View Details" button next to my group that's named "PedicuresFlorida":
This will take me to my group profile view which shows the groups current name, it's private URL, and the current selection of services and classes locations in that group. To edit the selection of services and classes locations in the group, I'll simply click the "Edit" button next to the Services and Classes locations section of the page:
At first only the existing services and/or classes locations in the group will have a check mark next to them:
To include a new type of service, I'll simply check off that service location and then click "Save" in the top right:
Now when that service group is pulled up in the scheduler flow, youI go to the location groups private URL to book, I'll see that new service among it location in the scheduler flow as well:
If you've added service and class groups a location group on your account, then most likely you'll want to include them in your scheduler's flow as wellto have a way for clients to get to it to book. This means that before clients see your list of services and classes, they'll first see the list of groups that you have, select a group, and then see only the filtered services and classes that are in that group.To include service groups in your scheduler's flowyou'll need to send your clients a link to the location groups private url which is a different web page than your normal scheduling landing page..
To get your location groups private url, follow these steps:
Go to Settings → Services & Classes and click "Service & Class Panel Settings"Locations → Location Groups:
On
the window that appears, check the checkbox next to "Show groups in flow"You'll see the location groups private url in the table view there. Simply highlight it with your mouse cursor to copy it and send it to a client or click on the link to open it up in a new tab on your browser:
This
will give you the option to rename the title bar for the service groups panel as well as add some header text if you'd likeYou will also find this link in the location groups profile view by clicking the "View Details" button next to the location group:
Once you've entered in these options, click the "Save Changes" button at the bottom of the "Service & Class Panel Settings" windowThe private URL will be listed at the top of the page:
Now your service groups will show up in your scheduling flow with whatever title and header text you set: