Assistance Required for Calendar Management and Customer Segmentation by Location

[estorini]

Hello SquareUp Support Team,

I am currently transitioning from Vagaro to SquareUp and I have several queries regarding managing schedules and customer data by location. I would appreciate your guidance on the following:

1. Managing Calendars by Location: I need to organize schedules for my staff based on their location on specific days. For example, one of my employees, Adriana, works in different regions on different days (e.g., Hamptons on Monday, NYC on Tuesday). I am considering setting up separate calendars for each location, potentially by creating multiple employee profiles for Adriana, such as "Adriana Hamptons," "Adriana NYC," etc. Is this the recommended approach in SquareUp, or are there more streamlined options available?

2. Segmenting Customers by Region: Is there a feature in SquareUp that allows me to group customers based on their region? I would like to manage and analyze customer data more effectively by categorizing them according to the locations they are associated with.

3. Handling Multiple Addresses for Single Customers: Some of my clients have different addresses for different times of the year, such as a summer address in the Hamptons and another address in the city for the rest of the year. Can I add multiple addresses for a single client in SquareUp, or do I need to create duplicate client profiles for each address?

Thank you for your assistance. I look forward to your suggestions on how best to configure these settings in SquareUp to accommodate our business needs.

Best regards,

[Stacelyn24]

perhaps I can help a little:

1. Managing Calendars by Location:

SquareUp offers some flexibility in managing staff schedules by location, but creating multiple employee profiles for each location might not be the most streamlined approach. Instead, consider these options:

• Multiple Locations Setup: Set up each location (e.g., Hamptons, NYC) as separate locations in your SquareUp account. This allows you to manage schedules and bookings based on location.
• Staff Schedules: Within each location, you can assign specific working hours and days to staff members. This means you can set Adriana's schedule to be in the Hamptons on Mondays and in NYC on Tuesdays without needing separate profiles.
• Calendar View: Use the calendar view to see and manage your staff's availability by location. This can help you keep everything organized in one place.

2. Segmenting Customers by Region:

SquareUp does provide ways to segment and manage customer data effectively:

• Customer Groups: Create customer groups based on regions. For example, you can create groups like "Hamptons Customers" and "NYC Customers." This makes it easy to segment and analyze data.
• Tags: Use tags to label customers with their respective regions. This is a flexible way to filter and categorize your customer list.
• Custom Fields: Add custom fields to customer profiles to note their region. This can be used for more detailed segmentation and analysis.

3. Handling Multiple Addresses for Single Customers:

SquareUp currently does not support adding multiple addresses for a single customer profile directly. However, there are a couple of workarounds:

• Address Notes: Use the notes section in the customer profile to record additional addresses. While this isn't as clean as having separate address fields, it keeps all information within a single profile.
• Custom Fields: Create custom fields for different addresses (e.g., "Summer Address," "Winter Address"). This allows you to store multiple addresses within a single customer profile.
• Duplicate Profiles: If managing multiple addresses within one profile becomes too cumbersome, you can create duplicate profiles for each address. Just ensure you link them somehow, like using a unique identifier or note.