Add and maintain store locations
Create accurate locations for appointments and customer-facing store information Follow a safe workflow, verify the customer-facing result, and isolate common problems.
Create accurate locations for appointments and customer-facing store information This guide keeps the work focused on store locations and provides a repeatable path that a new Humind user can follow without changing unrelated configuration.
Contacts brings customer identity and conversation context together. Appointments add schedulable work with availability, timezone, duration, and location settings. Accurate records and clear ownership help a team follow up consistently, while booking rules prevent customers from seeing times that the business cannot honor.
Before you begin
Access: Company or appointment configuration write access is required.
- Collect the official store name, address, timezone, contact details, and operating owner.
- Confirm whether the location should accept appointments.
- Check for an existing location with the same address.
Work in the smallest owning area described below and keep the current customer-facing state available while you prepare the change. Before clicking any final action, confirm the active company, Agent, store, language, and market shown in Humind. A missing control can indicate read-only access or a capability that is not configured for this company. In that case, record the intended task and ask an administrator to review the exact permission or dependency. Do not bypass the boundary by sharing an account, copying data into another area, or promising a capability that the workspace does not expose.
Step-by-step workflow
Confirm the scope and current state
Open the store or appointment configuration area and review existing locations before creating another record.
- Confirm the active company and Agent before editing.
- Record the current state so the result can be compared after the change.
- Stop if the screen or permission does not match the intended task.
Prepare the change
Add the official address and contact information, choose the correct timezone, and enable only services or appointment behavior supported at that location.
- Use the smallest change that completes the customer task.
- Keep authoritative information in its owning source.
- Review labels, dates, language, and customer-visible wording before saving.
Save and allow required processing to finish
Save the location and verify it is available to the intended appointment or Agent configuration without changing other stores.
- Wait for the interface to confirm that the change is saved.
- If synchronization, indexing, or publication is required, wait for its final state.
- Reload the area and confirm the saved values persist.
Test the complete customer journey
Test how a customer discovers or books the location, then compare the confirmation with the official address and local time.
- Use a fresh session and a realistic customer scenario.
- Check desktop and mobile when the result appears on a storefront.
- Capture the exact failing step if the outcome differs from the expectation.
Important limits and operating notes
- A successful save confirms persistence, not every downstream synchronization or public update.
- Workspace permissions can hide an area or allow reading without allowing changes.
- Do not copy volatile catalog, account, or customer facts into narrative content as a workaround.
- Test only supported capabilities that are visible and configured for the current company.
- Keep changes in store locations separate from unrelated Agent, Knowledge, catalog, Inbox, or Helpdesk work.
Verify the result
- The location appears once with the official name and address.
- Timezone and contact details are correct.
- Only intended services and booking paths use the location.
- Customer-facing confirmations identify the correct place and local time.
Keep a short record of what you tested, which customer scenario you used, and what changed. This makes later troubleshooting more precise and helps another teammate reproduce the result without relying on memory.
Troubleshooting
The location does not appear for appointments
Check whether it is active, associated with an eligible service, included in booking settings, and configured with usable hours. Save each owning area before retesting.
Times are shifted for one store
Verify the location timezone and any global appointment timezone. Test around a known local time instead of correcting hours to compensate for a timezone error.