How to Create a Location

New organizations will come with one Virtual location and one physical location. Provider-Admins have the ability to add additional locations as needed.

Creating a New Location

1. Navigate to Settings->Locations
2. Click Create Location
   
3. Enter the location details
   
   
   1. Enter the name of your new location
   2. Enter an address
      • For Physical locations this will appear on the client portal as well as notifications so the client is aware of the address
      • For all location types, this address will appear on invoices as the organization's billing address for appointments booked at this location
   3. Check Online to create a virtual location
      • If checked, you will need to select the Virtual Type
        • Direct to Client - This is for locations where all parties will be joining virtually
        • Hosted - This is for locations where it will be held in person but at least one participant will be joining virtually
   4. Check Enable for Online Booking if you would like this location to be bookable online
   5. Enter a phone number
   6. Enter a fax number
   7. Select an e-form template if you are using prescriptions
4. Click Create Location
5. Confirm if you would like this location added to existing notifications by clicking yes in the pop up that appears