Every business needs a location in BetterHQ. Enjoy unlimited locations in all of our plans.
In BetterHQ, you can see across your locations in real-time, so you can keep your pulse on appointments, manage team members and tracking sales.
Add a Location:
Or go to Settings > Locations > Manage OR Go here.
Select your Business
Within the business settings, select "Add New Location"
Complete the new "Location Settings" details on the left.
As you fill out the details, you’ll notice that it will populate across to the right side of “Invoice Settings”
Confirm the "Invoice Settings" section, these details will appear on your invoice. You can edit any of these details (we just copy them for you to make it easier). Use the tick box to select the fields you would like to include on your invoice. Note: you can customize the Invoice Prefix, Invoice size and add your business logo.
Once you are happy with the Location Settings and Invoice Settings for this location, you can Preview Invoice & Save.
This location will now be added to your existing business. Return to the Location List for your business to view the location now added.
Edit a Location:
Go to Settings > Locations > Manage or go here
Select your Business
In the Manage Business Locations box, you can activate and deactivate your locations. To deactivate a location click the 'Deactivate' button in line with the business location. A pop-up screen will appear confirming your deactivation, click the green deactivate button. To activate a location, click the 'Activate' button in line with the business location. A pop-up screen will appear confirming your activation, click the green activate button.
Save
Delete a Location:
Go to Settings > Locations > Manage or go here
Select your Business
In the Manage Business Locations box, click on the bin image in line with the location you wish to delete.
A pop-up will appear asking if you are sure. Click the green yes button.
Save
Set a Default Location
When adding a new appointment from the 'ALL' locations calendar view option, you can add a Default Location to be used.
Set a default location by clicking the arrow next to the location drop-down menu on the calendar screen.
The reorder calendar locations pop up will appear.
Select the toggle for the location you would like to set as the default booking location.
Save.
Note: The automatic default location will be the location first added to your Better HQ account. This can be changed using the steps above from the location reorder page.
Add a Logo to your Invoice:
Select your Business
On the right hand side under 'Manage Business Locations' select 'Invoice Setup' for the location invoice you want to edit
Click the Add Logo button. If you have previously added a logo for another location, then this will be displayed here. If you wish to use that image as your logo simply click on it then then click on the Select Image button. It will now appear in your invoice.
If you have not uploaded an image previously, find your logo from your desktop by hitting the Browse button, once selected click the Upload and crop button. You do not need to format your logo before uploading as this is done using our cropper tool. You can upload, JPG’s and Gif’s.
When the cropper tool is launched, drag the corners of the tool to increase and decrease the size of the area you wish to crop. You will see that the viewable area is show on the right. Clicking and holding in the centre of the tool will allow you to drag the tool around to get the best position.
When you are happy, hit Crop Image.
The image will then be added to the gallery.
Select the image you uploaded and click the Select Image button.
You're finished and your logo is now added to your invoice.
You can Preview Invoice, and Save your settings.
With every location you can create distinct & professional PDF invoices with the details of each location & business on that location's invoices. This means if you have 2 locations, the invoice for each of the 2 locations can be different if you want. Different addresses, logos, contact details etc.
Next > Add Team Members