How to Edit Your Store's Information

To edit your store's details, follow the steps below. 

1. To locate the Stores page, click on the Setup tab. Under the Setup dropdown, select Stores.

2. Click on the Edit Store button next to the store you want to edit.

3. Edit your information. After you've finished, click on Save.

Store Information & What it Means

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. 

Store Time Zone: Time zone for this location. 

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. 

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.

Store Manager for Unassigned Clients: 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. 

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. 

After Hours Response: Turning this toggle on will open a list where you can add your store hours for the week. When clients contact you via text, email, WhatsApp, or Webchat outside of store hours, they will receive your customized out of office response to let them know.

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 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 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. 

And you're done!  If you have any questions or concerns regarding your store's information, contact our Customer Support Team at [e-mail] or [phone].