Feature Request: Ability to select/edit location within Appointments app

Artistrybylyd · ‎12-29-2019

The title of this thread has been changed from the original: Changing appointment location

I offer services in my salon and on location. Is there a way to input a different client location when booking from the app? Currently for those appointments, I have to remember to do them on my laptop when I get home, rather than at the moment on my phone. Also, if the clients address is already saved on their profile, is there a way to chose between the client address and the business address?

AshleyK · ‎12-30-2019

Hey there! Thanks for reaching out and welcome to the Seller Community. I just want to make sure I understand your question completely before I try to answer - are you wanting to have the option for a customer to book an appointment at one of two locations, or to change the location of an appointment after it is booked?

It sounds like you may have already located these steps, but just in case, I have the basics listed for how to assign locations to your services:

You’re able to select a default service location from the Settings tab of your online Appointments dashboard to specify where your services will take place.

You can choose one of the following options:

At my business
At the customer’s location
At both my business and the customer’s location
Phone only

If you choose to accept appointments at the customer’s location, you’ll have the option to enter the location details when creating an appointment. To do so from the Appointments app:

Click Create Appointment.
In the appointment details screen, click Location.
Select Perform service at clients location.
Enter the client’s location details.

Artistrybylyd · ‎12-30-2019

Thanks for responding to my question! Maybe if I explain what I have to do, you can pin point that I'm doing things the hard way, or if it's something that Square doesn't even have in their system.

When I book a client through the app, and they're coming to my salon, the address in their confirmation is automatically defaulted to my salon address, since that is the only location I have set up for my business to be. But in the settings, I have it set as a Mobile Location. Not all services I do is in my salon.

If a customer wants me to go to their location, I can't do it from the app (or I'm missing how to do it!). I have to wait till I get home to book their appointment from my laptop, because the online dashboard allows me to chose the location to be at the business, or at the clients location.

But I notice that when I'm on the app when I'm booking, the location says "Default". But there's an arrow, which would suggest more options, but nothing comes up for me.

So my question is: Can I set it up, or change locations of where the service will be performed from my app, or am I gonna have to do those from the online dashboard only?

Valentina · ‎01-04-2020

Thank you for providing some extra details here, @Artistrybylyd! I was able to touch base with our Appointments team and confirm that the arrow you are seeing next to the word Default should give you multiple options. I have an Android phone, and when I tested this on my Appointments app with everything set up correctly in my settings, I also was not able to click the arrow:

Our team let me know that this arrow behaves correctly when tested on an iPhone - clicking on Default does give multiple options.

Because both you and I are experiencing the same thing, and it seems like you have your account set up the right way, I'm going to go ahead and escalate this to our engineers. I am not sure if this is a bug, or a feature that isn't working the same on both platforms, but they will be able to pinpoint the issue once they get their eyes on it. We'll be sure to post an update here when we hear back - thanks for your patience!

Valentina · ‎01-09-2020

I heard back from our engineers; thanks for waiting patiently, @Artistrybylyd! The ability to change the location in-app on an Android mobile device is not available right now. Although we do not have a timeline to share in regards to when you may see this feature, I can confirm that it is currently in development.

What we can do in the meantime is disable this view until we offer the ability to change the location. Otherwise, the Location section will remain view-only until the work on this feature is completed. Would you prefer for this section to be removed altogether in-app until it works as intended? We appreciate your input!

Artistrybylyd · ‎01-09-2020

Oh my gosh, thank you so much for replying to my question and getting an answer for me! I'm fine with keeping things as they are, but would it be possible to get a notification when it becomes available? I guess in the meantime, I'll have to create those types of appointments on my laptop. I appreciate your help so much!!

Valentina · ‎01-09-2020

Sure thing, @Artistrybylyd - happy to help! I've gone ahead and moved this thread to our Appointments feature request board so that we can track any additional requests coming through for this feature. Thank you for your input; we'll be sure to post an update in this thread when we have new information to share!

RockeLife · ‎02-18-2020

I am also using Android and in addition to a grayed-out "Default," even the default setting does not populate with the default setting. The service location appears only as a comma in the entry. I work only at clients' locations, which is the default in my Square POS and dashboard. It does not come through.

AshleyK · ‎02-19-2020

Hey @rocklife welcome to the Seller Community! While the requests in this thread are to ask for the feature to edit locations within the app, it sounds like you may just need to adjust your settings.

If you take appointments at the client's location then you will need to make only that your default in the App. Make sure you are following the steps below to achieve the affect.

Click Create Appointment.
In the appointment details screen, click Location.
Select Perform service at clients location.
Enter the client’s location details.

Let me know if you have any other questions. 🙂

Kloving · ‎02-23-2020

I need to move the client to another location, the appt is not cancelled it is just being moved to another location

JustinC · ‎02-24-2020

@Kloving

Unfortunately once you schedule an appointment for your customer, the appointment is locked in for that location can cannot be switched. You'll need to cancel and re-book under the correct location.

This is a feature request that has already been surfaced to the Appointments Team and is currently being tracked on this thread. We'll let you know here when there's news to share!