Locations appear in your Client View, where your clients select where they want to meet you. You can have both physical and virtual (online or phone) locations, or you can meet off-site at a location dictated by your client.
Managing Location Options
In the Client View, your Coconut visitors will be able to use the location finder screen to find information such as the contact information and the hours of operations of a selected location.
When your client uses the Use my Location button in the client view, the map will display any locations available within a 250 km radius. Alternatively, your client can search for a specific address (for example, their home or work address), to find their most convenient location.
For appointments happening over the phone or online, you can set a location as Virtual. Setting this will make this location appear in the list of locations before a location search radius has been established for that client. The Virtual setting will also mean that a location’s time zone is not matched to the location preferences; clients booking an appointment at one of these locations will be prompted to confirm their detected timezone.
If a type of service happens wherever your client needs it to (at their home, etc.), see the Managing Services topic to find how to have clients enter their address as a meeting location.
Administrators can add or edit locations. Managers can edit locations they are associated to.
To view and manage Location details, head to the Locations menu and click More next to the location you want to view or edit. The information entered here will be reflected in your client view. Administrators can also Add new locations, or unarchive previously existing ones.
Enter the Name (1) and full street Address (2) of the location.
If a location does not require clients meeting in person at a geographical location, then check off the Virtual Location (3) box.
The Timezone (4) setting allows you to select the timezone that the schedule for this location will appear in.
Enter a contact Phone (5), which will be listed as a contact number in your client view.
An Email (6) address can be added, which is where staff notifications will be sent if an appointment has no assigned staff, or if your waiting list is activated.
Assign a unique Slug (7) which will simplify the URL of booking shortcuts.
Always remember to Save (8).