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Setup Guide: Locations

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

Written by Richard

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.).

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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