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How do I manage Multiple Locations?
How do I manage Multiple Locations?

Get started with Multiple Locations, link/connect accounts, toggle between locations, remove location, share access with provider

Mikayla avatar
Written by Mikayla
Updated over 3 months ago

The Multiple Locations feature helps you manage multiple Schedulicity accounts, out of one main account.

  • Each location is properly mapped for clients, and they receive location specific notifications

  • You can flip between accounts to manage calendars and account access ✨


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❗Things to know before you get started:

  • Each location has it's own Monthly Subscription. Check out more on pricing here. Or chat with a Customer Support team member, at support@schedulicity.com.

  • A new location will be hidden from our Marketplace search results, by default

  • You will automatically be created as a Provider on the new location. Your work schedule will be set to Out and you won't have any services offered. To edit or delete that Provider Profile head here.


Link a Brand New Location:

*You cannot use the email tied to your current account. You'll need a different email to create a new location.

  1. Go to Settings, and choose Multiple Locations

  2. Select Add Location in the top right

  3. Choose New Account

  4. Enter the information, adjust the Industry if it's different, and verify you agree to our Provider Subscription Agreement.

  5. Once you click Next your new account will be created and linked up!

Link your Main Account to an Existing Account:

  1. Go to Settings, and choose Multiple Locations

  2. Select Add Location

  3. Click on Sign Into Existing Account

  4. Enter the Admin login information for the existing account

  5. Once you click Next the account will be linked to your Main Account

👉 The Admin of the linked account will receive an email alerting them of the connected location. The business will be listed under Your Locations on your Multiple Locations page.


Give Providers/Employees access to another location:

If you have Providers that need access to more than one location, you can manage their login access for each account.

  1. Go to Settings, and choose Multiple Locations

  2. From here, check the Manage Access area

  3. If a user has login access, you'll see their name here. You can use the drop-down arrow beside their name to see the locations they have access

  4. Click Change beside the location you'd like to grant them access to

  5. Select if you'd like to add them into that location as a Front Desk user or a Provider

  6. Save!

❗Adding a Provider to an account changes the cost of your Monthly Subscription.


Switch between locations

When you're linked to other locations, you can switch between accounts by using the location dropdown along the top of your account 👍


Via the business app:

  1. Head to the "menu" in the bottom right

  2. Tap the little arrow next to your business name to switch locations


Remove a linked location from your account

  1. Head to Settings and click Multiple Locations

  2. Find the location you'd like to unlink and click the down arrow to expand the view

  3. Choose Unlink Location

  4. If the account was made when linked, verify it's okay the account being canceled and fully deactivated (If you still need access to this account, reach out to us)

  5. If this account existed before it was linked via Multiple Locations, verify you understand that access will be removed for shared users

  6. Click Unlink Location to disable the connection


Here's what clients will see. They can click the drop down to book at other locations 👇

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