Assigning team to locations

Why assign team members to locations

Assigning team members to specific locations ensures the right people show up in the right place. When a customer books at your Downtown branch, they should only see providers who actually work there.

Assigning a team member to a location

1. Go to Team and open a member's profile
2. Navigate to the Locations tab
3. Select which branches this person works at
4. Save

A team member can be assigned to one location or multiple locations.

Multi-location team members

Some staff work at more than one branch. For example, a specialist might visit different locations on different days. When assigned to multiple locations:

• Their schedule can vary by location
• They appear as an available provider at each assigned branch
• Bookings show which location the appointment is at

Setting location-specific schedules

If a team member works at multiple branches, you can set different hours for each:

1. Open the team member's profile
2. Go to Schedule
3. Select a location from the dropdown
4. Set their hours for that specific branch
5. Repeat for other locations

For example: Sarah works at Downtown Monday-Wednesday (9am-5pm) and at the Mall Thursday-Friday (10am-6pm).

Impact on bookings

When customers book, they first choose a location. The available providers list shows only team members assigned to that location. This prevents the confusing situation of booking someone at a branch where they don't work.

Transfer between locations

If a team member moves permanently from one branch to another:

1. Open their profile
2. Update their location assignments
3. Update their schedule if hours differ
4. Existing future bookings at the old location may need to be reassigned