Manage Practice Locations

Manage practice locations so scheduling, intake, and patient communication use the right office details.

Who does this: Clinic administrators.

Steps

Open Settings.

Open Organization, then select Locations.

Use All, Active, or Archived to filter the list.

Select Add location to create a new location.

Enter Name, address fields, Phone, Fax, and Timezone.

Select Create.

Use the row actions menu to Edit, Set as default, Archive, or Restore a location.

The location list reflects the updated office setup.

Common pitfall: Archived locations are hidden from active scheduling.

A location is missing from scheduling. Check the Archived filter and restore the location if needed.

The wrong office is used by default. Use Set as default on the correct location.

Need help? Contact your administrator or reach out to support.