How do I add or edit a practice location?
Add your practice sites with address, phone, timezone and business hours, and mark one as primary.
How do I add or edit a practice location?
Locations store each practice site's address, phone, timezone and business hours.
Who can do this: team members who can manage the practice (the check under Manage Org & Assign Roles in My Team).
Add a location
- Go to Settings → General → Locations.
- Select Add Location.
- Enter a Location Name. This is the only required field, for example "Main Office".
- Optionally enter Street Address, City, State, ZIP Code, Phone and Timezone.
- Turn on Set as primary location if this is your main site.
- Under Business Hours, use each day's switch and set open and close times. A day that is switched off shows Closed.
- Select Add Location.
If you leave Location Name empty, you see "Location name is required".
Edit or deactivate
Use the search box (Search locations...) to find a site. Select the pencil icon on its row, change the details, and select Save Changes. To remove a site, select the trash icon on its row, then Deactivate to confirm. A deactivated location no longer appears in your active locations list.