Objective
Accurately represent business units through the Multi Line of Business hierarchy.
View Lines of Business
Admins with Enterprise-level access have the ability to view a list of LOBs within the instance.
To view this list, open the “Change” menu found under the name or logo, and click “Manage".
A datatable will display all existing Lines of Business, showing the names.
Create a Line of Business
Admins with Enterprise-level access have the ability to create new LOBs
From the Lines of Business view, click +New
Enter the name for the LOB
This field is required
You can also set additional languages for the name by clicking Add another language
Click Save
NOTE: The vanity URL for the LOB cannot be managed when creating or editing a LOB. Please work with your Customer Success team to manage vanity urls for your LOBs.
NOTE: Once a LOB has been created, it can be associated with staff, locations, and services. However, the LOB is not considered active until the vanity URL is added. There will be no direct access to the LOB-level before it has been activated.
Edit a Line of Business
Admins with Enterprise-level access can edit the name of existing LOBs.
Click More Actions (⋮) for the LOB you want to edit
Click Edit
Make your desired edits to the name
The vanity URL associated with the LOB will be displayed but cannot be edited
Click Save
Archive a Line of Business
Archiving a LOB is currently unavailable.
Copy Vanity URLs
When the vanity url has been added for the LOB, admins with enterprise-level access can easily copy the vanity URL used to access the staff or online booking portals for a specific LOB.
Click More Actions (⋮) for the desired LOB
Click Copy Staff Vanity URL or Copy Client Vanity URL
Paste the URL as needed