Adding Locations and Job Positions in the Scheduling App

If you offer services from more than one location or you'd like to organize team members by position or job title, use the Scheduling Settings page to create your Scheduling Locations and Positions.

Adding a new scheduling location

Scheduling Locations refer to the physical addresses where you offer services to your customers. The address you add here will be displayed to your customers so they can select the right location while they book your services online.

Navigate to the Scheduling Settings page and select Add Location to get started.

1. Enter the name of the location.
   • If you'd like to use the same name for both, click the option to use the name as display name.
   • If you'd like to display one name to your team in the Scheduling app, and another to your customers on the booking form, enter both the name and display name. Your teammates will see the name. Your customers will see the display name.
2. Enter the physical address of the location.
3. Upload your company logo, an image of the specific location, or any other image you'd like to display.
4. Click Add Location to save your new location.

Need to create more than one location? Repeat the process above to add each of the locations where you book services.

Editing a location

To edit a location you've already created, navigate to the Scheduling Settings page and click the name of the location and make any necessary changes. Click Save when you're through.

Deleting a location

To remove a location you've already created, navigate to the Scheduling Settings page and click the three-dot icon to the right of the location and select Delete. 

Important Note: If a service has active bookings, it can not be deleted until there are no more bookings scheduled.

Adding a new scheduling position

Positions are the job titles for your service providers. This is how you'll denote which employees offer which services so your customers can book with a specific employee.

Navigate to Scheduling Settings > Positions Settings, then click Add Position to get started!

1. Enter a name for the position, then click Add Position to save it.

2. If needed, repeat the process for each position.

Editing a position

To edit a position you've already created, navigate to Scheduling Settings > Positions Settings. Hover over the name of the position and click the pencil icon to make any necessary changes. Click Save when you're through.

Deleting a position

To edit a position you've already created, navigate to Scheduling Settings > Positions Settings. Hover over the name of the position and click the three-dot icon and select Delete.