Location switching enables several things to speed up the day-to-day for Front Desk staff. When switching to a location the following happens:
See only sessions scheduled for that location
See only courses and course classes scheduled for that location
Automatically attribute sales transactions to that location
Show only Memberships for that location
Checkins - will only show for that location
POS - will show products for that location.
Note: it is possible to change the Sales location for a transaction in the POS when the global location is set to Location A but you want to sell a customer something for Location B, in which case you can switch the Location of where the sales transaction is to be recorded directly for the POS.
Staff Setup:
Navigation: Select their Initials in the Top Right > Profile
This allows staff can set their default location (the location they see when they login)
Q. What if my staff move between gyms?
A. Use the global location switcher.
Found at the top of the screen, click the orange button to set the location you are working from. This will then set everything up for that staff member as outlined above.
Note: that when staff logout with no default location set on their profile, the next time they login they will be back to the default global location of All.
Switching the sales transaction location in the POS
There are times when you may wish to attribute a sale to another location or cost centre for reporting. You may also wish in one transaction to sell a product from more than one location at a time. You can switch the POS sales location independently of the global location - to show products for other locations, and add them to the cart.
Note: When adding items to the cart from different locations to total cart sale will be recorded against the location as set in the POS. Individual items from differing locations will not be recorded as sales for each location individually.
For information on setting the location on the Point of Sale view our help article Location setting in the Point of Sale.
Admin Setup:
Navigation: Settings > Team
Scroll Right to the Cog icon ⚙️ on the relevant staff member
Select the location
Click Update
