A home location can be set for each of your clients. This location acts as the client’s default location when making purchases or booking services.
A client’s home location will be selected by default when they book their first service or make their first purchase through the Client Web App. If a client’s home location is deactivated, the home location listed on their client profile will be changed to Unassigned.
To learn how to set a home location for a staff member, see Setting a staff member’s locations.
NoteMembership revenue is distributed to the location from which the membership was sold, not the home location of the client. The client will be billed from the location from which the membership was sold.
To set a client’s home location:
- On the Top Nav Bar, click the Search button
, and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID. - In the list of clients displayed, click the client’s name.
- On the side menu, click Profile Details.
- Under HOME LOCATION, select a home location for the client.
- Click UPDATE ACCOUNT.
