Adding or Editing a Client Type

Business Types in Central Office

Business Type: Select one if you configured Business Types. This determines the locations that will have access to this item once it is available.

Reminder: Business Types are a way to categorize locations that offer vastly different services. For example, a Med Spa location would be set to a different Business Type than, say, a hair salon. In this way, Business Types ensure that unrelated data does not appear at a location (such as a Men's Haircut service appearing in a MedSpa's services list). For the vast majority of businesses, Business Types are not necessary.

Make available to locations: Makes this item available to all locations of the selected Business Type. There is no option to exclude this item from a location. Once the item is made available to all locations and saved, the Make available option will not reappear. The only way to remove the item from locations is to delete the record in Central Office. 

Note: If you select a Business Type and make an item available to locations, then after saving, you cannot change from one Business Type to another. However, if All Business Types is an available option for this item, you can at any time change from a single Business Type to All Business Types.

Note: Once an item is saved with a Business Type selected and the item is made available to locations, then the Business type cannot be changed to anything other than All Business Types.