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Accounts and service locations

Serve one customer at several addresses, with several contacts, on one bill.

One account can carry several service locations and several clients. Each location has its own address, its own access instructions, its own pets and its own default price; the account carries the name, the Billing contact and notes that apply across all of them. You manage that shape in the account view.

One facility account with many service areas — 1 min 14 s.

Open the account view

  • On an account with one client and one location, open the customer and choose + Client or + Location at the top of the customer file. Either button opens the account view.
  • On an account with more than one client or location, the client list groups its people under an account header showing the account name and a count such as 2 members · 3 locations. Choose that header.

The customer file of a larger account also shows an account summary at the top: the account name, Account notes, its Locations with each one's lead, and its Members with the Billing contact marked. Choosing a member's name opens their file. The summary is read-only; changes are made in the account view.

To leave the account view, choose Clients at the top left.

Add a service location

To add a location to an account:

  1. Open the account view and choose Add location under Service locations.
  2. Fill in Location name (required) and Address. Pick the address from the suggestion list.
  3. Fill in Access & standing instructions for this property if you have them — see Pets and site details.
  4. If the account has two or more clients, choose the Lead client for this location. It must be someone on the account. With one client, that client is the lead automatically.
  5. Choose Create location.

Pets are added after the location exists: save it, then open it again with Edit.

Every location appears in the booking and recurring-schedule pickers, unless its lead client is archived. On an account with several clients or locations, a picker entry reads as the account name and the location name.

Edit a service location

To change a location's name, address, instructions, price or lead:

  1. Open the account view and choose Edit beside the location.
  2. Change the fields you need and choose Save.

Each row in the list shows the location's address, its Default price if it has one, its Lead, and its access instructions — or No access instructions recorded when there are none.

If a location needs its own price. Set Default unit price (cents) — for example 4500 for $45.00; the dollar amount appears beside the label. See Pricing your work for how the pricing model uses it.

Add another client to an account

To add a second person to the same account:

  1. Open the account view and choose Add client under Clients.
  2. Fill in Name (required), Phone, Email and About this person.
  3. Choose Add to account.

The new client is added to the account without an address of their own. To make them the lead at a location, open that location with Edit and set Lead client.

Set who receives the invoices

To change the account's name, notes or billing contact:

  1. Open the account view.
  2. Change Name, About this account or Billing contact. The billing contact must be a client on this account.
  3. Choose Save account.

A new customer starts as the billing contact of their own account.