Primary location
Every clinic has exactly one primary location — what that means, why it matters, and how to change it.
Overview
A clinic's primary location is the default location for actions where no specific location was chosen — recording payments, generating reports, sending notifications. Multi-location clinics have multiple locations but always exactly one is marked primary; single-location clinics have just one.
Steps to inspect, change, or rely on the primary location
Find your primary location. Open Settings → Locations. The primary is marked with a star icon and a "Primary" badge.
Use it implicitly. When you create an invoice without picking a location, it bills to the primary. When the system sends an automated reminder SMS, the sender info defaults to the primary's name and phone.
Change the primary. On the same page, click the row of a non-primary location, then Set as primary. The previous primary is automatically demoted. There must always be exactly one primary.
Understand single-location vs multi-location. Single-location clinics have one location, automatically the primary, and can't change it (since there's nothing else). Multi-location requires the multi_location feature flag (Professional+).
Don't delete the primary. The system blocks deleting the primary location. Designate a different one as primary first, then delete the old.
Reports default to the primary. Reports default to the primary's data when run without a location filter. To see all-locations data, set the location filter to "All".
Inventory and rooms attach to a location. Treatment rooms, stock items, location-stock balances, and dental rooms are scoped to a specific location, including the primary. Moving a room from one location to another is supported via the room's edit page.