## What is a Location? A location is the place where your service takes place — essentially, the meeting point between you and your customer. This could be your office, a store, or any physical address. When you first set up your account, a default location is automatically created using the business address entered in Settings > Business Profile. - This is ideal for businesses operating from a single location. - You can update these details anytime in Calendar Settings > Services > Locations tab by clicking Edit and making the necessary changes.!(https://assets.patientcopilot.ai/b4611c6d765bb1d8.png) * * * ## Managing Multiple Locations If your business operates from more than one physical location, you can activate the Multiple Locations option. This feature is designed for businesses with multiple branches or offices. To enable this: 1. Go to Calendar Settings > Services. 2. Under Global Settings, toggle on Enable Multiple Locations. 3. Once activated, you can add more locations under the Locations tab.!(https://assets.patientcopilot.ai/30ca1b3976e0c46a.png) * * * ## How to Add New Locations After enabling multiple locations, you can add new ones by following these steps: 1. Navigate to the Locations tab. 2. Click Add New. 3. Upload a location image (this will appear on the booking page). 4. Enter the location name, phone number, and address. 5. Click Save Location. Note: Online locations (e.g., Zoom, Google Meet) are not yet directly supported. As a workaround, you can generate a static video conferencing link and enter it in the Address field.!(https://assets.patientcopilot.ai/a74aa04f59025e18.png)!(https://assets.patientcopilot.ai/9fb73b317f5bd968.png) * * * ## Setting Staff Availability for Locations Once locations are created, you need to configure staff availability so that services are properly assigned to the correct locations. To set this up: 1. Go to Calendar Settings > Services >Staff > Edit a staff member. 2. Navigate to the Assign Services tab and assign the required services. 3. Then, navigate to the Weekly Working Hours tab. 4. Add the staff member’s working hours based on their availability for a particular service at a specific location. Staff members can be assigned to multiple locations with different schedules, giving flexibility in how services are offered. ⚠️ Important: For locations to appear during the booking process, they must be linked to staff availability in the Staff Settings.!(https://assets.patientcopilot.ai/814ff3ab30944f98.png) * * * ## FAQs 1. Do I need to create a location if I only operate from one place? No. A default location is automatically created using the address in your Business Profile. You only need to create new locations if you operate from multiple places. 2. Can I edit the default location? Yes. Go to Calendar Settings > Services > Locations tab, click Edit, and update the details. 3. Can I use an online location like Zoom or Google Meet? Online locations are not directly supported yet. However, you can paste a static video conferencing link (e.g., Zoom, Google Meet) in the Address field as a workaround. 4. What happens if I don’t assign staff availability to a location? If staff availability is not linked to a location, that location will not appear as an option during the booking process. 5. Can staff members work in multiple locations? Yes. Staff can be assigned to more than one location with different schedules, giving you flexibility across branches. 6. Where will customers see the location information? Customers will see the selected location details (including the image, name, and address) on the booking page and in their appointment confirmation. 7. Can I delete a location? Yes, you can delete additional locations created in your account. However, the default location cannot be deleted. You can only edit its details if needed.
!(https://assets.patientcopilot.ai/9fb73b317f5bd968.png){kind=link}
