Working with Multiple Locations

Multiple location support gives you the flexibility to accept bookings at different locations, and even allow your clients to suggest locations when booking in-person sessions. In this article, we'll show you how to set up locations and manage in-person bookings:

• Adding a new office location
• Displaying locations on your company profile
• Booking and confirming in-person sessions
• Using flexible locations

Adding a New Office Location

1. To set up a new office location, go to My Schedule > My Locations. Click on the Add location button below your company profile. 
   
   
2. On the Add location page, add the name of your new location. As you type, you'll notice suggestions will appear below your cursor. Clicking on a suggestion will auto-populate the address information for your new location.
   

Make location default for in-person sessions
Select this option if you want this location to be the default when manually booking in-person sessions for your clients.

Allow my clients to book in-person sessions at this location
Allow my clients You can choose to make this location available to your clients when they book new in-person sessions by checking the box below the location name. This location will also appear in your Company Profile.

If you leave this unchecked, this location will become private. You can still use this location to book and reschedule sessions.

Make this location flexible
Flexible locations allow you and your clients to book in-person sessions, grocery store tours and other appointments which happen outside of your regular places of work.

Add your location address and contact information
For non-flexible locations, you can set the physical address and contact information. You can also include additional information for your location, including parking instructions, holiday hours and more. 

Displaying locations on your Practitioner Profile

We display your client-facing office locations on your Practitioner Profile page. All details provided when setting up your location will be visible on this page and in any session-related emails sent to your clients. Only client facing locations are displayed on your Practitioner Profile page.

Booking and Confirming In-Person Sessions

You'll be able to use one of your newly created locations when booking in-person sessions. Go to a client's Bookings & Packages page, then select Book session from the Fast Action Button in the bottom right corner.

By default, we leave it up to you to specify locations for new appointments. From the Location drop-down menu, select one of the locations you previously added.

Clicking the drop-down menu will bring up a couple locations to choose from, including the new location you set up above. If your client's address is on file, we include this in the list if you choose to conduct your upcoming session at their residence.

Add a new location for this session
You can also choose to use a one-off location for your session. This works well if you're conducting a session at a grocery store or your favourite cafe. Clicking this button will open a pop-up where you can include details of this one-off location.

If you notice you're using a one-off address frequently, you can also choose to save it as a new client-facing company location directly from this popup.

Using Flexible Locations

Flexible locations allow you and your clients to book in-person sessions, grocery store tours and other appointments which happen outside of your regular places of work.

If you've created a client-facing flexible location, your clients will be able to choose this location when requesting sessions from your Bookings Page.

If the flexible location is requested, they will be required to specify an address where they'd like to conduct the session (e.g. their residence, or a nearby cafe).