A primary location is the main location a User or Team works out of. The reason for setting a primary location for your Users and Teams is to make it easier for you to manage your multi-location business.
Once you have set a primary location for your Users or Teams, you can filter your Users by location in order to preview users, teams, invoices, bookings, etc. that are relevant to that location.
How to set a primary location as an admin
For an individual User
Select Users from the left-hand menu
Click on the User's name to open their profile
In the Details section, locate the Primary location field
Select a location from the dropdown, or choose None to clear it
Click Save
When creating a new User
Select Users from the left-hand menu
Click Add User
In the form, select a value for the Primary location field
Complete the remaining details and click Save
For multiple Users at once
Select Users from the left-hand menu
Use the checkboxes to select the Users you want to update
Click Bulk edit from the action bar at the bottom of the screen
Select the Primary location and choose the desired location
Click Save
If you’d like to learn how to set a primary location for your Users in more details, click here.
Note: The multi-location feature is only available when subscribed to a Pro, Grow or Scale plan. For more detailed information, visit our pricing page. |
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