Import Note: Before Using Locations During Scheduling
Clinic locations must first be created inside the My Business Admin module.
Steps to Create Locations
Open the My Business Admin module
Navigate to Locations
Select Create Location
Enter name of the clinic or facility details
Save the location
How Locations Work During Appointment Booking
When booking appointments:
• In-clinic services can be assigned to specific clinic locations
• Users can select the location directly during scheduling
• Locations help organize multi-clinic operations and reporting
How to Select a Location During Scheduling
Open the Calendar
Create or edit an appointment
Select the service
Choose the clinic location if applicable
Complete the remaining appointment details
Save the appointment
Important Notes
Multi-Clinic Operations
If your organization operates from multiple clinics or facilities:
• Each location should be created separately
• Each location can later be used for scheduling and reporting workflows
Service Configuration Reminder
Services can also be configured as:
• In-Clinic
• In-Home
• Virtual
These settings are managed through the Services module.
Common Uses for Locations
Common Operational Workflows
• Multi-clinic scheduling
• Facility-based appointments
• Shared practitioner schedules
• Regional reporting
• Mobile and hybrid clinic operations
Best Practices
Recommended Best Practices
• Use clear and standardized location names
• Verify addresses carefully
• Create separate locations for each clinic or facility
• Review practitioner availability by location regularly
• Keep location information updated
Frequently Asked Questions
Where Are Locations Created?
Locations are created through the My Business Admin module.
Can Multiple Clinic Locations Be Added?
Yes. Clinics can create multiple locations for scheduling and operational workflows.
Can Locations Be Selected During Appointment Booking?
Yes. Locations can be selected directly during scheduling workflows.
Do Locations Help with Reporting?
Yes. Locations help organize operational and reporting workflows across clinics or facilities.
Are Locations Connected to Services?
Yes. In-clinic services can be assigned to specific locations during scheduling.