Software for Party Rentals, Events, and Services

New Topic

Support Topic Question Uncategorized

Location Cancelation

Echris G. shared this question ago

Answered

Hello,

I would like to cancel Texas location and west covina location before it charges the next month.

Can you assist with these please.

The same question

Comments (7)

Susan M. ● 38 days ago

What should we do with anything that is under these two locations? Leads? Inventory?

Reply URL

Echris G. ● 38 days ago

For Texas, you can delete all including inventory.

For West Covina, I would like to keep the leads. The inventory was shared between Rancho, LA. and OC.

Not sure how to go about that.

Reply URL

Lee F. ● 38 days ago

Thanks Eric,

For all Customers and leads inside of both of these locations, you can do one of 2 things.

1. We can delete them

2. Or for each location individually, you can choose which location you would like them to be transitioned to keep the data around.

If you would like to let me know we can take care of it for you!

Reply URL

Echris G. ● 37 days ago

Hold on Texas for now as my client wants to stay on board.

West Covina for sure cancel.

Reply URL

Echris G. ● 26 days ago

Lets cancel Texas out.

URL

Susan M. ● 37 days ago

For West Covina, we can save these leads, which location do you want them merged with?

Reply URL

Echris G. ● 33 days ago

Lets Merge them into rancho location.

URL

Lee F. ● 30 days ago

Thanks Eric, I have removed it from the billing and will put it in the request for transfer of data.

Reply URL

Echris G. ● 29 days ago

Awesome!

Lets go ahead and also cancel out Texas. I have no response from the client.

Is there a way to cancel and still have access later to the location the way I left it just in case the client decides to come back?

URL

Corey H. ● 29 days ago

Yes, we can do that for you, we keep a backup of the deleted locations. However, I cannot offer that backup AND merging in the leads/customers from that location. So if you're okay with just deleting the location without merging in the leads, that is fine.

I finished the merge with the Covina and Rodeo locations.

URL

Echris G. ● 29 days ago

Yes, back up location is fine without the leads.

URL

Echris G. ● 24 days ago

Hey Lee,

Let’s cancel out Texas. Client no longer wants service at the moment.

URL

Corey H. ● 23 days ago

@Lee Freeman It's cancelled now

Reply URL