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There were 8 articles found in this category:

  1. question
    Locations Overview
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Description The Locations function in the system allows your account to be expanded to an unlimited number of locations, all sharing the same databasing and reporting functions. For example, a physical therapy business that has t ...
  2. question
    Can a location be deleted?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple WARNING: Before deleting a location from your account, please read through the article completely and notice what information is permanently deleted. You will not be able to reverse the deletion process once submitted. Yes, locat ...
  3. question
    How do I add a location?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To add a location from your Site Administration, click on Lists > Add New Location. NOTE: Please remember that the pricing is per location. The price per location is: Bronze: $39/month or $399/year Silver: $49/month or $499/y ...
  4. question
    What are the effects of deleting a location?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple If a location is deleted, the location information, customers, staff members, appointments, etc. are all deleted from the system. WARNING: You will not be able to retrieve the information once it's deleted.
  5. question
    Can I share Customers between Locations?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple Customer records may not be automatically shared between Locations, even if you have selected to “Use Headquarter Values” when adding a new Location. To let Staff Members access Customer records from other Loca ...
  6. question
    Unique Customer View Location URL's
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple By default, accounts with multiple locations share the same customer view URL. Some clients prefer to link their customers directly to a specific location. To do so, the customer view URL would contains a location ID at the end ...
  7. question
    Location Lookup (Location Search)
    PRICING TIER: Platinum/Enterprise APPOINTMENT VERSION: Single & Multiple (limited features) NOTE: To activate the location lookup feature, please contact us about our Platinum/Enterprise tier. You can submit a support ticket or call our sales department at 800.988.0061, option 2. The l ...
  8. question
    How do I change my location name?
    PRICING TIER: All APPOINTMENT VERSION: Single & Multiple To change the name of a location, do the following: Choose the location from the drop down at the top of the administration panel. Click the Settings tab. When the page populates, change the company and location name and press t ...