Each location that you add to your account has its own profile with details around its address, contact information, directions, appointments assigned to it, and its availability. When you click into a location profile from Settings → Locations, you'll see seven tabs: Overview, Location Availability, Class Recurring Schedule, Class/Course Individual Sessions, Course Sets, Open Appointments and Other Appointments.
Each one of the tabs available will show you quite a bit of useful information:
In this documentation, we'll cover everything found under the Overview tab including:
We cover how to use and customize your staff's availability at a location under a separate documentation page that goes in depth about adding, changing, and removing your availability.
Nothing matters about your location profile if you can't find it. So to start off this part of the discussion, I want to go ahead and point out where you'll find any of your Location's profiles.
You can access a location's profile by going to Settings → Locations and clicking the "View" button to the right of the location:
Clicking the View button will open up the Location's profile and you will immediately be taken to the Overview tab:
Once in the Overview tab you'll see your location name, internal display name, location type, phone number, location email address, physical address address, directions to this location, additional directions/instructions, timezone, option to allow clients to change the timezone, private URL, embed code, and even have the change to upload a picture for this location.
As mentioned on every other documentation page in the Settings menu, there is a quick link to your mini website to test out any changes you make by clicking the blue "Preview Scheduler" button in the top right. This way after tweaking your location details or customizing your location availability, you can quickly click through your scheduler to make sure that everything looks alright.
If you open up your location profile by going to Settings → Locations and clicking the "View Details" button to the right of your Location's name, you'll enter into your Location's Profile. On your Location's Profile, you'll see all the different details about your location that you can edit in the "Overview" box on the left hand side of the "Overview" tab:
To edit any of these items, click the "Edit Details" button in the top right of the section:
Once you you've clicked Edit you will be able to change the following:
The following are not editable but appear in the Overview tab:
Once you are done making changes, press the "Save" button at the bottom of the screen.
Your services, your staff, and (as mentioned here) your locations all have something called a custom booking site and Embed Code on their profiles. What are custom booking sites and Embed codes for these specific profiles? Well your main scheduler on your mini website lists all of your staff, services, and locations that a client could possibly book. At a service, staff, or location's custom booking site, a client would only see that service to book, that staff to book with, or that location to book at (depending on whose URL they're visiting).
So, on the Settings > Locations view below, you'll see that I have four locations set up. People could visit my main scheduling page and book with me at a physical office location (Charlotte Office or Miami Office) or they could book with me for an Over the Phone option or I could travel to their location:
If I know, however, that someone would not be coming to visit me at one of my physical locations and would only be booking with me over the phone, I could send them the private URL for the Over the Phone location. To do this, I would just click into the Over the Phone's profile view and click the Custom Booking Site button location at the bottom of the Overview section:
After you click the Create Custom Booking Site button, you will be redirected to a new page where you can:
You'll only need to create that Custom Booking Site one time, once you created it, the next time you visit the location's profile page, you'll find it under the Custom Booking Site header. You'll also see quick links there to embed that specific URL as well as edit the site you created (that would be where you can make the site public if you hadn't done that previously)!
Have questions on embedding that Custom Booking Site? The process for embedding the private scheduler for the location is the same as embedding the main scheduler. Just the code you would use would be slightly different to accommodate for the fact that it is a private scheduler for just that location.
We have also written extensively about creating a Vanity URL which you can share with your clients.
Now we will discuss the Open Appointments and Other Appointments tabs, here you will be able to see upcoming and past appointments for a specific location:
First, let's take a look at the Open Appointments tab, open up your location profile by going to Settings > Locations and clicking the "View Details" button to the right of your Location's name, you'll enter into your Location's Profile and select the Open Appointments tab:
Once in the Open Appointments tab you will be able to see all appointments with Open status taking place at this location. You can view appointment details by clicking View next to any appointment in open status. From this screen you can also send an email (Invitation Templates) to any client with an open appointment at this location. To send an email to your client select an appointment by checkin the box to the left of the client name and click Send Email:
This will open a new window, where you can select one of your marketing templates, once you've chosen the appropriate template click Select Template:
In the next window you can make changes to the email you are about to send or if you're satisfied with the way it looks click Send Email:
Finally, while still in the Open Appointments tab you can export a list of all Open Appointments by clicking Export List:
This will open a new window where you are able to add the information you would like to see in the list. Once you have the information you want, click export list and a .xls document will begin downloading to your computer:
To see past appointments with set to Complete, Cancelled, or No Show go to the Other Appointments tab:
The Other Appointments tab shows you all Cancelled, No Show, an Completed. From this tab you are able to View appointment details (1), send an email to the client (2), and Export the appointments in .xls format (3):