Can I share Customers between Locations?

• PRICING TIER: All

• APPOINTMENT VERSION: Single & Multiple

Customer records may not be automatically shared between Locations, even if you have selected to “Use Headquarter Values” when adding a new Location.

To let Staff Members access Customer records from other Locations, set Location Preference #5 to Yes.

CLICK: “Settings” tab > Locations > Preference #5 > Yes

NOTE:

Customers cannot be shared between locations that use separate headquarters values. Using separate headquarters values will create a new Customer Fields/Terms section for the location, giving you the ability to create a custom registration form for that location.