Locations are where the appointment takes place: (client’s house/place of business/hotel etc), meeting point (pickup address), physical office/store or venue. Locations can be used for the following business situations:
Mobile businesses
Mobile businesses use ‘Locations’ to define the areas where the business and their resources (staff) operate. The booking process requires a client to select a location and enter the address where you need to visit.
Events at different locations
Event-based businesses operate out of multiple venues. The customer needs to select the location of the event.
Business that operates multiple locations
If a business has staff that operates from different locations on different days, a resource will be needed for each location.
Adding locations for all resources to use
When adding locations to your account you can:
- Define the locations where your all business resources operate
- Edit and add fixed address details for each suburb (if required)
Adding Locations to an account
- Go to Configuration > Locations
- Search for the locations to add using the location name or postal code. Multiple Postal Codes can be searched at once by separating each code with a space of comma
- Once the locations are displayed select each of the locations to add to the account
- Select Add
Adding locations for a specific resource to use
Adding Locations to a Resouce
- Go to Configuration > Locations
- Select a Resource
- Available locations are displayed on the left and location assigned to the Resource are displayed on the right.
- Select the locations you want to add
- Select Add to add the location to the Resource
Adding a fixed address to a Resource location
Once a location has been added to a Resource you can define a street address for this location. You can also define an alternative location address for situation where a customer need to go to an alternative address when selecting this location.
- Select Edit next to the locations listed on the right hand column
- Type in a Street Address
- Search for the suburb or postcode by typing the suburb name or postcode to use for this location (This can be different from the location being edited)
- Select Save
Note: Adding a fixed address to a specific Resource will only apply to this Resource.
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