Guide to Managing and Setting Up Locations in Cally

The Locations Feature in Cally allows merchants to create different locations where their services are conducted. This guide will walk you through the process of setting up and managing locations, ensuring you provide the best experience for your customers.

Types of Locations

Cally supports three distinct types of locations:

1. Online Locations

   • Ideal for services conducted virtually. This feature integrates with platforms like Google Meet and Zoom, enabling merchants to generate online meetings instantly for their customers.

2. Physical Locations

   • Designed for in-person services. If you operate multiple branches or service centers, this type allows customers to choose the most convenient location for their visit.

3. Delivery Locations

   • Created for services performed at the customer’s location. This is particularly useful for home services such as cleaning or plumbing, where customers can provide their address for the appointment.

Setting Up Locations

To effectively manage locations within Cally, follow these steps:

1. Create a Location

• Access the Locations Feature: Log in to your Cally admin panel and navigate to the Locations section.
• Add a New Location: Click on the "Add Location" button.
• Select Location Type: Choose from Online, Physical, or Delivery based on the service you provide.
• Fill in Details: Enter the location name, description and address or link (if applicable).

2. Assign a Schedule

Just like services and staff members, each location must have an assigned schedule specifying its availability.

• Set Availability: For instance, if your physical branch operates from 9 AM to 6 PM daily, create and assign a recurring schedule to reflect these hours.
• Intersection of Schedules: The availability of a product or service will be determined by the intersection of its own schedule, the location's schedule, and the schedules of assigned staff members.

3. Assign Products/Services to Locations

Each product or service must be assigned to at least one location. This step is crucial for informing customers where the service is conducted.

• Select Services: Go to the Services section in your Cally admin panel.
• Assign Locations: For each product or service, assign the appropriate location(s) where it can be provided.

4. Assign Staff Members to Locations

If your services are conducted by staff members, ensure that each staff member is assigned to the same location where they will be providing services.

• Navigate to Staff Members: Go to the Staff section in your Cally admin panel.
• Assign Locations: For each staff member, select the locations where they will be available to serve customers.

Conclusion

Setting up and managing locations in Cally is a straightforward process that significantly enhances your service delivery. By categorizing your locations as Online, Physical, or Delivery and assigning them proper schedules, products, and staff members, you can create a seamless experience for your customers. Follow this guide to ensure your locations are efficiently managed and ready to serve your clientele effectively.