--- title: How to Use Corporate Client Lookup to Add Clients Across Locations description: corporate client lookup --- [Skip to content](https://support.hapana.com/kb/article/700#main-content) English Show submenu for translations [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png)](https://info.hapana.com/en?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) [Submit Ticket](https://21gxv.share.hsforms.com/2-8HozJXMSTW8kaFHC32eaw) Hapana Help | Find answers here - There are no suggestions because the search field is empty. 1. [Hapana Knowledge Base](https://support.hapana.com/?hsLang=en) 2. [Member Management](https://support.hapana.com/member-management?hsLang=en) 3. [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) # How to Use Corporate Client Lookup to Add Clients Across Locations ## Overview The **Corporate Client Lookup** feature allows you to search for and add existing clients from across your brand—even if they aren’t yet associated with your specific location. This is perfect for multi-location businesses that want to share client access between sites. 🎥 **Watch the walkthrough**: [Click here to watch on Loom](https://www.loom.com/share/a950b93fff2248a98cadedc925b098e8?sid=bb13ff28-323f-475a-937e-dce52c22dbd3) Or preview it below: --- ## Prerequisites Before you begin: - You must have **access to the Clients tab** - The client must already exist somewhere in your brand’s ecosystem - Your location must have permissions to add corporate clients --- ## Step-by-step instructions --- ### Step 1: Open the corporate client lookup tool 1. Click the **Clients** tab in the top navigation bar 2. In the dropdown, select **Corporate Client Lookup** ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444764537_c6d102bc_image-20250527150859-22-1.png?width=2048&height=1273&name=1759444764537_c6d102bc_image-20250527150859-22-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444766349_22d721d3_image-20250527150818-20-1.png?width=2048&height=1273&name=1759444766349_22d721d3_image-20250527150818-20-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444768500_d53c813a_image-20250527150846-21-1.png?width=2048&height=1273&name=1759444768500_d53c813a_image-20250527150846-21-1.png) --- ### Step 2: Search for the client 1. Use the **search fields** to enter the client’s details (e.g., first name, last name, or email) 2. Click **Search** 3. The system will return any matching profiles from across your brand ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444770005_9bbfd4ad_image-20250527150914-23-1.png?width=2048&height=1273&name=1759444770005_9bbfd4ad_image-20250527150914-23-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444771616_39307998_image-20250527150924-24-1.png?width=2048&height=1273&name=1759444771616_39307998_image-20250527150924-24-1.png) --- ### Step 3: Add the client to your location 1. Locate the correct client in the results 2. Click **Add Client** next to their name 3. Click **Confirm** when prompted Once added, the client is now part of your local database. > ✅ Tip: After you’ve added them, the Add Client button will be greyed out to prevent duplication. ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444773184_dbeb33ae_image-20250527150935-25-1.png?width=2048&height=1273&name=1759444773184_dbeb33ae_image-20250527150935-25-1.png) --- ### Step 4: Confirm they’ve been added 1. Go back to the **Clients** section 2. Paste the client’s **email address** into the search bar 3. You’ll now see that the client is available at your location ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444774775_fe56fab8_image-20250527150948-26-1.png?width=2048&height=1273&name=1759444774775_fe56fab8_image-20250527150948-26-1.png) ![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759444776592_debbb83f_image-20250527150958-27-1.png?width=2048&height=1273&name=1759444776592_debbb83f_image-20250527150958-27-1.png) --- ## Expected outcome The client is now part of your specific location’s records, and you can assign them packages, memberships, or schedule them just like any local client. --- ## FAQs **Q: Will the client lose access to their original location?** A: No — this action simply adds them to your location in addition to their existing one(s). **Q: Can I add a client who isn’t in the system anywhere yet?** A: No — this tool only works for profiles already created at another location within your brand. **Q: Will the client get a notification when I add them?** A: Not automatically — you’ll need to contact them manually if needed. --- **Still need help?** Reach out to our support team via [support@hapana.com](mailto:support@hapana.com) - [Member Management](https://support.hapana.com/member-management?hsLang=en#main-content) - [Account Settings](https://support.hapana.com/member-management?hsLang=en#account-settings) - [Client Accounts](https://support.hapana.com/member-management?hsLang=en#client-accounts) - [Edit Profile](https://support.hapana.com/member-management?hsLang=en#edit-profile) - [Retail Configurations](https://support.hapana.com/member-management?hsLang=en#retail-configurations) - [Other](https://support.hapana.com/member-management?hsLang=en#other) - [Schedule](https://support.hapana.com/member-management?hsLang=en#schedule) - [Client Page](https://support.hapana.com/member-management?hsLang=en#client-page) - [General](https://support.hapana.com/member-management?hsLang=en#general) - [Reporting](https://support.hapana.com/member-management?hsLang=en#reporting) - [Retail Dashboard](https://support.hapana.com/member-management?hsLang=en#retail-dashboard) - [Team Settings](https://support.hapana.com/member-management?hsLang=en#team-settings) - [Hapana Member Access Control (MAC) Doors](https://support.hapana.com/member-management?hsLang=en#hapana-member-access-control-mac-doors) - [Cash Drawer](https://support.hapana.com/member-management?hsLang=en#cash-drawer) - [Marketing Solutions](https://support.hapana.com/marketing-solutions?hsLang=en#main-content) - [App](https://support.hapana.com/marketing-solutions?hsLang=en#app) - [Contacts](https://support.hapana.com/marketing-solutions?hsLang=en#contacts) - [Marketing](https://support.hapana.com/marketing-solutions?hsLang=en#marketing) - [Conversations](https://support.hapana.com/marketing-solutions?hsLang=en#conversations) - [Settings](https://support.hapana.com/marketing-solutions?hsLang=en#settings) - [Automations](https://support.hapana.com/marketing-solutions?hsLang=en#automations) - [Branded Solutions](https://support.hapana.com/branded-solutions?hsLang=en#main-content) - [Branded App](https://support.hapana.com/branded-solutions?hsLang=en#branded-app) - [Branded Kiosk](https://support.hapana.com/branded-solutions?hsLang=en#branded-kiosk) - [Hapana Hub](https://support.hapana.com/hapana-hub?hsLang=en) - [Website Embed Widgets](https://support.hapana.com/website-embed-widgets?hsLang=en) - [About us](https://hapana.com/about-us/) - [Careers](https://hapana.com/careers/) - [Contact us](https://hapana.com/contact-us/) - [Privacy policy](https://hapana.com/privacy-policy/) - [Terms & conditions](https://hapana.com/terms-and-conditions/) [![email-logo.png](https://support.hapana.com/hs-fs/hubfs/hapana_2022/email_2022/footer%20logo.png?width=300&height=78&name=footer%20logo.png "email-logo.png")](http://hapana.com?hsLang=en) Copyright © 2025, Hapana