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 also flip between accounts to manage calendars and account access ✨
❗ Each location/account is responsible for it's own monthly subscription. Check out more on pricing here. Or chat with a Customer Support team member, via email at support@schedulicity.com.
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Link up an existing account or create a new one
Link your Main Account to an existing account:
Go to Settings, and choose Multiple Locations
Select Add Location
Click on Sign Into Existing Account
Use the admin credentials of this existing account to log in
Once you click Next this account will be linked to your main account
👉 The admin of the added account will be sent an email alerting them their account is connected to another location. You'll see their business listed under Your Locations on your Multiple Locations page with all providers/front desk users that have logins listed.
Add a brand new account to link to:
Go to Settings, and choose Multiple Locations
Select Add Location in the lower right
Choose on New Account
Enter the information asked for. Adjust the Industry if it's different and verify you agree to our Provider Subscription Agreement.
Once you click Next your new account will be created and linked up!
This account will default to be hidden from our Marketplace search results and you will automatically be created as a provider. Your work schedule will be set to Out and you won't have any services offered. From here, you can work on getting this new account fully set up and we're here for you every step of the way!
Here's what clients will see. They can click the drop down to book at other locations 👇
Give a Provider/Employee access to another location
If you have Providers that need access to more than one account, you have the ability to manage each user's login access (to each account). This makes it easy for them to toggle between locations:
Go to Settings, and choose Multiple Locations
From here, check the Manage Access area
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
Click Change beside the location you'd like to grant them access to
Select if you'd like to add them into that location as a Front Desk user or a Provider
Save!
❗Adding a Provider to an account changes the pricing of that account. Let us know if you have any questions about pricing!
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:
Head to the "menu" in the bottom right
Tap the little arrow next to your business name to switch locations
Remove a linked location from your account
Head to Settings and click Multiple Locations
Find the location you'd like to unlink and click the down arrow to expand the view
Choose Unlink Location
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)
If this account existed before it was linked via Multiple Locations, verify you understand that access will be removed for shared users
Click Unlink Location to disable the connection