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How to Deactivate a Location

This article provides instructions on deactivating locations within your Pabau account.

When a branch closes, or you stop using a location, deactivate it rather than leave it active. If staff, appointments or other records still use the location, Pabau shows you everything that points at it and lets you move it all to another location in the same step, so nothing is left behind.

Step 1: Open the Location

  1. Go to Setup, and under Business click Locations. Hover over the location you want to deactivate and click the pencil icon (Edit Location) on the right.

The Locations list with the Edit Location pencil icon marked

Open the location you want to deactivate

Step 2: Switch It to Inactive and Save

  1. At the top right of Edit Location, click the Active switch so it reads Inactive.
  2. Click Save.

The Edit Location screen with the status switch turned to Inactive and the Save button marked

Turn the switch to Inactive, then save

Step 3: Choose Where Everything Should Move

Pabau checks what still uses the location and opens Deactivate followed by the location name. It lists each type of record that still points at the location, with a count: staff members who have it as their primary location, upcoming appointments, upcoming rota shifts, clients, leads, online booking links, waiting list entries and stock.

  1. To move everything to the same place, choose a location under Move everything to.
  2. Or choose a location for each item separately. Pick Leave at followed by the location name to keep an item linked to the location you’re closing. Staff who have it as their primary location must be moved: they’re also added to the new location.
  3. When every item has a choice, click Move & deactivate.

The Deactivate dialog with Move everything to, an item’s location picker and the Move and deactivate button marked

Choose a new location for everything at once, or item by item

Read the note under each item before you confirm. This is what happens when you move them:

  • Upcoming appointments move to the new location. Cancelled and deleted appointments stay where they are, and clients aren’t notified. If the appointment’s room isn’t available at the new location, the room is removed from the appointment.
  • Upcoming rota shifts move too, and a room that isn’t available at the new location is removed from the shift.
  • Clients: their home, linked and preferred location changes to the new one.
  • Online booking links: the saved link is updated, but copies you’ve already shared still open the old location.
  • Stock (4 in the screenshot below) moves as a received stock transfer, so it shows in Stock Transfers. Products with zero or negative stock stay at the old location.

The rest of the Deactivate dialog showing clients, leads, waiting list entries and stock, with the stock note

Each item explains what will happen when it moves

NOTE: Sales, payments, past appointments and shifts, and stock history stay recorded against the old location, so your reports still show its history.

If There Is Nothing to Move, or Nowhere to Move It

  • If nothing else uses the location, the dialog says so. Click Deactivate to finish.
  • If you have no other active location, Pabau can’t move anything, so the items stay linked to the location you’re deactivating. If staff still have it as their primary location, the dialog lists them instead: update their primary location first, then deactivate the location again.

TIP: If a location was deactivated earlier and staff still have it as their primary location, open it and click Save again. The same dialog opens so you can move them now.

What's next?

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For more guides, browse the related articles below or use the search bar at the top of the page. You can also watch our video learning series, the Pabau Academy, or visit the Support page for additional help.