Setting up a new site / location

Client Diary is built from the ground up to support multi locations / multi sites.  To create a new site:

  • Select the My Account menu on the left
  • Select the Sites / Locations tab at the top
  • Select the Add New Location button
  • Give the location a Name and press Next
  • Select any employees that will work at the new location and press Next
  • Select any services that will be performed at the new location and press Next
  • Select any products that will be performed at the new location – IMPORTANT NOTE: If you have a lot of products, pressing SELECT ALL will appear to freeze the system.  Be patient and don’t press the button again. They will eventually appear on the right
  • Press the Create Site button  – IMPORTANT NOTE: This can take some time if you have a lot of services/products.  Be patient and don’t press the button again.  It will appear when it’s finished preparing the data.

In the image below you can see I’ve created a new site called Melbourne City.

Things you should do after adding a new site/location

Once the above step is done, the following topics should be worked through to ensure the new site is setup fully:

  1. Add any details required such as Trading Name, Address, Phone, Company Tax Number
  2. If you have any new employees to add, read here on how to add them.
  3. You are able to setup employee rosters by location.  Read here on how to do this.
  4. To setup security for new staff, read this topic for standard security, this topic for multi site security with reporting and this topic for calendar switching restrictions.
  5. If you have any specific services to add that are only at that location, read here on how to add services.
  6. If you have any new products to add in the new location, read here on how to add products.
  7. You can set the opening hours of the new location, read here on how to do this.