Client Preferred Location vs Associated Locations

Modified on Tue, 13 Jan at 9:54 AM

Knowing the difference between a client’s preferred location and their associated locations helps staff personalize communication and deliver a better experience. For businesses with multiple locations, the address displayed in emails and automated messages depends on several factors, including the client’s location preferences and history. This article explains how preferred and associated locations work and how they influence the address shown in client communications.

Things to know:

Clients with no associated location (imported clients) will not be included in the client list when sending campaigns
If the client’s preferred location is closed (e.g., part of a child company that no longer operates), emails will show the address of the location that sent the message, even if it’s part of a different child company. Example: If Sandy’s preferred location is Greenwich (under Child A), but it closes, and she visits Lancewood (under Child B), automated messages will show Lancewood’s address.
The client's preferred and associated locations do not affect transactional automated messages, as these messages are only sent from the location where the transaction took place.
Preferred and associated locations would not affect the booking widget, as clients are required to select the location they will book with when booking or purchasing gift cards, memberships, or packages online.
If a campaign is sent from a location different from where the client had their last appointment, the address displayed in the campaign will reflect the location from which the campaign was sent, not the location of the client’s last appointment.

Contents:
Preferred vs. Associated Location: Definition and Key Differences
Impact of Preferred vs. Associated Location On Child-level Manual Campaigns
Impact of Preferred vs. Associated Location on Parent-Level Manual Campaigns

Preferred vs. Associated Location: Definition and Key Differences

Features Preferred Location Associated Location
Definition Preferred location provides staff with insight into client preferences for bookings and purchases, enabling customized campaigns. Associated locations are locations linked to clients based on their interactions, purchases, and assigned preferences.
Assigning Location Preferred locations can be added during the creation of a new client or when editing an existing client profile. Assigning a preferred location will automatically make that location associated. A client is associated with a location in 4 ways:
They have/had an appointment/class enrollment at that location
They purchased a product, membership, package, or gift card at that location
The location was marked as preferred on the client's profile
The location was manually assigned when the client record was being created, or in the case where an account only has one location, the location will be automatically assigned when the client record is created on the Clients tab.
Automated Messages Automated marketing messages (such as Flash Sale and Client Engagement templates) will include the address of the client's preferred location if multiple locations exist.
Automated messages may reflect the associated location of the client based on their activities and preferences, such as:
The client has or had an appointment or class enrollment
The client purchased a product, membership, package, or gift card
The account has only one location
Campaigns If the client is associated with multiple locations, has a preferred location set, and all locations were selected when sending the campaign, the campaign received will display the preferred location's address.
If the client is not associated with any location, they will be excluded from the recipient list, and you won't have the ability to send them any campaigns.
If the client is associated with locations A and B within the same franchise and the campaign is sent to all locations, the client will receive a single email.
If the client is affiliated with franchises A, B, and C, and a campaign is sent by all of them, the client will receive an email from each respective franchise.

Impact of Preferred vs. Associated Location On Child-level Manual Campaigns

Manual Campaign Scenario	Child-Level Sent Type	Result
The client is associated with one location	The campaign was sent from the child with all locations selected	The campaign will display the address of the associated location
If the client is associated with multiple locations and has a preferred location set	The campaign was sent from the child with all locations selected	The campaign will display the preferred location's address
	The campaign was sent from the child, with only location 3 selected	The campaign will display the address of the selected location, Location 3
The client is associated with multiple locations, does not have a preferred location set, but has a past appointment	The campaign was sent from the child with all locations selected	The campaign will display the address of the location where the client had their last appointment.
	The campaign was sent from the child, with only location 3 selected	The campaign will display the address of the selected location, Location 3
The client is associated with multiple locations, does not have a preferred location set, does not have a past appointment	The campaign was sent from the child with all locations selected	The campaign will display the address of the initial location added to the business that the client is associated with. Examples: If the client is associated with locations A (first location added), B, and C, the campaign will display location A's address If the client is associated with locations B, C, and D, the campaign will display the address of location B.
	The campaign was sent from the child, with only location 3 selected	The campaign will display the address of the selected location, Location 3
The client is not associated with any location	The campaign was sent from the child with all locations or an individual location selected	The client will be excluded from the recipient list and cannot receive any marketing campaigns.
The client is associated with locations A and B within the same franchise	The campaign was sent from the child with all locations or an individual location selected	The client will receive a single email, not two
The client is associated with franchises A, B, and C	A campaign was sent from each location within the child	The client will receive three campaigns, one from each location

Impact of Preferred vs. Associated Location on Parent-Level Manual Campaigns

Manual Campaign Scenario	Parent Level Sent Type	Result
The client is associated with one location	The campaign was sent from the parent with all locations selected	The campaign will display the address of the associated location.
If the client is associated with multiple locations and has a preferred location set	The campaign was sent from the parent with all locations selected	The campaign will display the address of the preferred location
	The campaign was sent from the parent level with one location selected, which was not the client’s preferred location.	The address of the last associated location added to the client profile is shown
The client is associated with multiple locations, does not have a preferred location set, but has a past appointment with Franchise C.	The campaign was sent from the parent with all locations selected	The campaign will display the address of the location where the client had their last appointment, Franchise C
	The campaign was sent from the parent level with only Franchise C selected	The campaign will display the address of Franchise C
	The campaign was sent from the parent level, with only Franchise B selected or any of the other associated locations, where the client had no past appointments	The campaign will display the address of the last associated location shown in the list on the client profile
The client is associated with multiple locations, does not have a preferred location set, and does not have a past appointment	The campaign was sent from the parent with all locations selected	The campaign will display the address of the last associated location shown in the list on the client profile
	The campaign was sent from the parent level with one location, Franchise B, selected.	The campaign will display the address of the last associated location shown in the list on the client profile
The client is associated with franchises A (first location added), B, and C. Franchise B is set as the preferred location and the client had appointments at all 3 franchises	The campaign was sent from the parent with all locations selected	The campaign will display the address of the location the client last visited.
	The campaign was sent from the parent level with one location, Franchise A, selected.	The campaign will display the address for the selected location, Franchise A
The client is associated with 2 locations; Franchise B is set as a preferred location but the client only has past appointments with Franchise A	The campaign was sent from the parent with all locations selected	The campaign will display the address of Location A, where the client has their last appointment
The client is associated with franchises A, B, and C, and the campaign was sent from the parent account to all locations	The campaign was sent from the parent with all locations, or a single is selected	The client will receive a single email, not three. The campaign will display the location's address based on the cases identified above
The client is not associated with any location	The campaign was sent from the parent with all locations, or a single is selected	The client will be excluded from the recipient list and cannot receive any marketing campaigns.

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

Preferred Location

Client Associated Locations

Features	Preferred Location	Associated Location
Definition	Preferred location provides staff with insight into client preferences for bookings and purchases, enabling customized campaigns.	Associated locations are locations linked to clients based on their interactions, purchases, and assigned preferences.
Assigning Location	Preferred locations can be added during the creation of a new client or when editing an existing client profile. Assigning a preferred location will automatically make that location associated.	A client is associated with a location in 4 ways: They have/had an appointment/class enrollment at that location They purchased a product, membership, package, or gift card at that location The location was marked as preferred on the client's profile The location was manually assigned when the client record was being created, or in the case where an account only has one location, the location will be automatically assigned when the client record is created on the Clients tab.
Automated Messages	Automated marketing messages (such as Flash Sale and Client Engagement templates) will include the address of the client's preferred location if multiple locations exist.	Automated messages may reflect the associated location of the client based on their activities and preferences, such as: The client has or had an appointment or class enrollment The client purchased a product, membership, package, or gift card The account has only one location
Campaigns	If the client is associated with multiple locations, has a preferred location set, and all locations were selected when sending the campaign, the campaign received will display the preferred location's address.	If the client is not associated with any location, they will be excluded from the recipient list, and you won't have the ability to send them any campaigns. If the client is associated with locations A and B within the same franchise and the campaign is sent to all locations, the client will receive a single email. If the client is affiliated with franchises A, B, and C, and a campaign is sent by all of them, the client will receive an email from each respective franchise.

Client Preferred Location vs Associated Locations

Contents: Preferred vs. Associated Location: Definition and Key DifferencesImpact of Preferred vs. Associated Location On Child-level Manual CampaignsImpact of Preferred vs. Associated Location on Parent-Level Manual Campaigns

Impact of Preferred vs. Associated Location On Child-level Manual Campaigns

Impact of Preferred vs. Associated Location on Parent-Level Manual Campaigns

Contents:
Preferred vs. Associated Location: Definition and Key Differences
Impact of Preferred vs. Associated Location On Child-level Manual Campaigns
Impact of Preferred vs. Associated Location on Parent-Level Manual Campaigns