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

    1. Go to Settings → General → Locations.
    2. Select Add Location.
    3. Enter a Location Name. This is the only required field, for example "Main Office".
    4. Optionally enter Street Address, City, State, ZIP Code, Phone and Timezone.
    5. Turn on Set as primary location if this is your main site.
    6. Under Business Hours, use each day's switch and set open and close times. A day that is switched off shows Closed.
    7. 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.