Managing locations
Add, edit, and set primary across multiple physical clinic locations.
Overview
Multi-location clinics manage all sites from one platform. Each location has its own staff, rooms, working hours, and reports. One is always Primary.
Prerequisites
- Owner or Admin role
multi_locationfeature flag (Professional+)
Steps
Open Locations. Settings → Locations.
Click "+ New location". Name, address, primary phone, email, time zone (defaults to clinic).
Mark as primary if needed. Otherwise the new location is non-primary.
Save. New location is active immediately.
Assign staff. Settings → Staff — for each user, assign which locations they can access. Staff at multiple locations use the location switcher.
Assign rooms to the location. Settings → Dental Rooms — set the location field on each room.
Set working hours per location. Settings → Working Hours — different sites can have different schedules.
Switch primary. Click a location row → Set as primary. Old primary is auto-demoted.
Expected outcome
- A
Locationrecord per site, linked to staff, rooms, hours - Primary flag exclusive to one
- Per-location reports available
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Multi-location feature locked | Tier doesn't include multi_location | Upgrade or buy multi-location addon |
| Cannot delete a location | Has historical data | Mark Inactive instead |
| Location max reached | Tier-specific limit | Buy "Extra location" addon |
| Working hours conflict | Two different sets for one location | Should not be possible — file as bug if observed |
| Reports default to wrong location | Filter is per-user | Each user sets default in their profile |