Add a second location
An organization can have several locations. Patients are shared across the organization; appointments, services, rooms, hours and the booking page belong to each location.
About 10 min
- 1
Check your plan
Solo and Practice include one location, Clinic includes three, Network is unlimited. Upgrade in the portal if needed.
- 2
Create the location in the portal
Open the portal, then Locations, and create the new clinic with its name, subdomain, time zone and country. The subdomain becomes its address.
- 3
Set hours, rooms and services
Switch to the new location in the app and set working hours, rooms and services. Start from the template for your clinic type and adjust prices.
- 4
Assign people
In the portal, assign the doctors and staff who work at the new site. A doctor can be assigned to several locations.
- 5
Turn on booking and reminders
Online booking is per location; reminders use the location's display name and phone as sender.
Good to know
- Switch between locations with the selector at the top of the app; the calendar, patients and reports follow it.
- A patient seen at two locations is one record with one history.
- Reports and claims are per location, which is what the accountant usually wants.
How this works in depth
More in Team and locations
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