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Tag: Filialen

Import data from other locations

If multiple locations are linked in your calendar, you can transfer data such as roles, services, or online booking to other locations. For example, if you offer the same services at 2 locations, you don't have to create them twice.

Transfer roles

Every employee and all rooms and equipment have their own role. Before you add employees to your location, you should therefore create the roles. If you want to use the same roles that are already being used at another location, you can copy them from there.

To do this, go to the location to which these roles should be transferred.

  1. Via Settings > Employees you will access the employee overview.
  2. There, select Options > Adopt configuration from "location name".
  3. Your roles will be copied completely and will be available in the new location.

How to transfer your employees to other locations, you can find out here.

Transfer services

Copy complete service catalog

If you want to transfer all service categories from one location to another, go to the location to which these services should be transferred.

  1. Via Settings > Services you will access the service overview.
  2. There, select Options > Adopt configuration from location name.
  3. Your services will be copied completely and will be available in the new location.

Copy individual service groups

If you only want to transfer individual service groups from one location to another, go to the location where the service category is already set up.

  • Via Settings > Services you will access the service overview.
  • Select the service group you want to transfer and click on the name of the group.
  • Go to Options > Synchronize product group with other locations and then select the desired locations to which this group should be transferred.

    • Copy online booking process

    After you have transferred all services, you can also adopt the online booking process from another location.

    1. To do this, go to Settings > Online booking
    2. Click on Options > Adopt from "location name" and confirm the change.

    Transfer employee to another location

    Your employees are basically only registered at the original location. If you wish, you can add an existing employee to a further branch.

    Add employee of a further branch

    Please note that you can only add employees who have their own login. You can add this in the employee file.
    1. Go to the location where you want to add the employee.
    2. Under Settings > Employees select + Create new employee.
    3. If multiple branches are linked in your calendar, you have the option to add an existing employee from another location.
    4. Select the desired employee and select the appropriate role.
    5. Go to Settings > Employees > Permissions and select the desired permissions that this employee should have at the current location.
    6. Your employee is now registered at the new location and can log in there.

    Locations in the employee file

    Your employee can then access both locations with the same login credentials.
    In this case, a distinction is also made between locations in the employee file, and you can make different basic settings for all locations.

    Additional locations and branches

    If your company is represented at multiple locations, these can be added to your calendar.

    You can access this area via Settings > Multi-location Mode
    If this function is not activated, it can be activated via "Settings > Add Function".

    Adding locations

    After you have activated multi-location mode, you can add additional locations:

    1. Click on the "Locations" tab in the function.
    2. Click on + Location and enter the name of the location.
    3. Only enter a location group if you have many locations that you want to divide into meaningful groups to make it easier for customers and employees to select a location.
    4. Save your entry.

    Multiple locations in the calendar

    Once you have added additional locations to your calendar, you can select the desired location after logging in.

    Even when you are in the calendar of one location, you can switch to other locations at any time.

    You can learn how to transfer your employees to other locations here.

    In the Customer Settings, you can specify whether all your locations share a common customer database or whether each location can only access its own customers.

    Multiple locations in online booking

    After logging in, your customers can first select the desired branch.

    If you link another location in the Online Booking Settings, customers who cannot find their desired appointment during booking can search directly at the other branch.

    In the Online Booking Settings, you can specify whether your customers can book appointments at all locations or only at the location assigned in the customer record.

    Learn how to adopt data such as roles and services from other locations here.