Global Clients

For franchise businesses, global clients are those created on the parent account, and their details are accessible across all child accounts. In this article, we will guide you through the steps to create global clients.

Things to know: 

• The global database for clients must be enabled on the parent account. This feature is controlled by a hidden setting that can only be activated by the MyTime team. For assistance, please contact our Support Team at support@mytime.com. 

• On the Clients tab at the parent level, parent staff members will only have 3 available options: 'Merge Clients', 'Customize Client fields' and 'Apply Label'.

• The visibility and access to global clients at the franchise level can be managed through the 'Accessing Client' access control setting at the parent level. If the parent wishes to restrict franchise owners and staff members to view clients without the ability to create them, this can be configured accordingly at the parent level.

• Global clients have the ability to book appointments with any franchisee location.

• If a client is associated with a specific franchise location, their profile can be viewed at any other franchise location under the same parent account. However, POS and scheduler-related information (such as appointments, tickets, and purchases) can only be viewed on the profile and cannot be accessed or edited.

• Marketing emails and SMS sent from Franchise A will not appear in the 'Campaign Received' section when viewing the client's profile from Franchise B.
• If the access control for clients is set to "view only their location" at the parent level for franchise owners, then Franchise A cannot view clients created at Franchise B in the Clients tab. However, if Franchise B searches for a Franchise A client in the appointment modal or POS to schedule an appointment or process a purchase, the client will still be displayed.

• Packages, gift cards, and memberships cannot be added to a client's profile from the parent account. However, these items can be manually added or purchased through the POS system at the child account level. Once added, they will appear on the client’s profile within the child's account.

• If access control for packages, gift cards, and memberships is set to "view," Franchise B will be able to view these items on the client profile but will not have the ability to edit or modify packages, gift cards, or memberships that were added by Franchise A. 
• Once a global client label is added at the parent level, it is automatically added to all child locations. Learn more here

From the parent account:

1. Navigate to the Clients tab

2. Click the "+Add Client" button

3. An 'Add Client' modal will appear, where you can enter the necessary information:

4. Once you have entered all the required information, click "Save"

You will be able to view the client profile from the Clients page and access the profile to edit or delete it.

Global Client's Profile at the Parent Level

For more information, contact us at support@mytime.com.