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Setup Guide: Locations

Add and configure additional locations if your clinic operates from more than one site.

Written by Pablo

Before you start: your subscription must include multiple-location support. If you have a single location, you can skip this guide.

Go to Menu > Clinic Settings > Locations and add a location via the + icon at the top right. Some settings are configured per location, such as clinic data (address, a different phone number, etc.).

Important: a newly added location is not automatically assigned to any user, including the admin who created it. Assign yourself and the relevant users to the location right away. Without this, the location will not appear for you in Planning, the calendar, or other location-dependent settings.

Footer: the default email footer is at Menu > Clinic Settings > Email & SMS messaging > Email template. To use a different footer for a location, uncheck the box next to the footer and edit it.

SMS messaging: the default SMS sender name is at Menu > App Settings > Account > SMS messaging. To use a different sender name for a location, uncheck the box and edit it.

Note: some countries require you to register your preferred SMS sender (a name or phone number): Australia, Canada, Denmark, Finland, France, Ireland, Norway, Romania, United Arab Emirates, United Kingdom, United States. Contact our support team to register it. Until then, messages are sent from a generic sender such as "CLINIC".

Users: set which users are allowed to work in each location via Menu > App Settings > Users > User accounts.


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