This article is to assist with editing existing store information. If you are looking to add a new location to Clientbook, please reach out to the Support Team at support@clientbook.com
To edit your store's details, follow the steps below.
To locate the Stores page, click on the Setup tab. Under the Setup dropdown, select Stores.
Click on the Edit Store button next to the store you want to edit.
Click on the Edit Store button next to the store you want to edit.
Edit your information. After you've finished, click on Save.
Store Information & What it Means
Store Details
Store Name: This is the name of your location that can appear in messages to clients, client preferred store settings, and associate store access settings.
Point of Sale Reference Number: If you are integrated with your point of sale, your store ID from your point of sale must be added to this field. This connects your Clientbook store to your point of sale location so that data transfers to the right place.
Store Address: This location's address.
Store Phone Number: This is the phone number that your associates use for phone calls. If you have a different SMS number through Clientbook, phone calls will be routed to the Store Phone Number.
Phone Number for SMS Messaging: This is the phone number that is used for SMS messaging through Clientbook. If your store phone number is hosted for messaging, then this field will match the Store Phone Number.
This field can only be updated by our Clientbook team. If you need to make changes to this number, please reach out to Support.
Google Review Link: This is where your Google review link is stored for Review Request messages. Your google review link is created and added to your store details by our implementation team at the time of your accounts creation.
Weekly Clientelling Goal: The number of unique daily client contacts you want your store to achieve per week. If left blank, your goal will default to the sum total of all the store associates’ daily goals X 5 (average number of days in a work week).
Store Hours
Store Time Zone: Time zone for this location.
Store Hours: Hours that the business is open.
Hours on Specific Dates: Custom store hours allow you to manage dates when your store is closed or has different hours than your normal schedule. This is especially useful for holidays like Thanksgiving, Christmas, or special events like Black Friday. To read more about this feature, please see How to Set Your Regular and Custom Store Hours
Notifications
Notify All Managers for Unassigned Messages: When this setting is enabled, all managers will receive a notification for inbound messages from unassigned clients. Customize by disabling this setting and selecting which managers should receive notifications.
Notify Associates of Overdue Messages: Enable or disable this feature to email notifications for messages that go unread in Clientbook after a set amount of time. To read more about this feature, please see section 3 of New Messaging Features: Auto-Close Conversations, Associate Hours, and Overdue Message Notifications
Messaging
Supported Channels / Accepted Communication Methods: You can choose to support both SMS and Email communication methods, or just pick one. Choose either SMS or Email to be your default communication method. If a communication method is not specified when adding a new client, the default method will be applied.
Default Associate for Outbound Messages: If you choose a manager from the drop-down list, any messages sent to clients without an assigned associate will appear to have come from the selected store manager. If no manager is selected, unassigned associate messages will come from the account Admin.
After Hours Auto Response: Turning this toggle on will enable messages to be sent when clients contact you via text, email, or Webchat outside of store hours. They will receive your customized out-of-office response to let them know. To learn more, please see Setting Up the After-Hours Auto Response
Appointments (Elite Feature)
Accepts Appointments: Turning this toggle on will enable appointments for your store. To learn more about this feature, please see Enabling Appointments for Stores