How do I add a second location to my practice?

Learn how to add a second location. Only one physical address is supported, and invoices will follow your Location settings. 

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Instructions

  1. Go to Setup, then Practitioners
  2. Click the Add Practitioner button
  3. Enter your full name in the First Name field and the first location in Last Name
  4. Click Save, then complete the rest of the practitioner profile
  5. When done, Save the new profile, then switch to the original practitioner profile
  6. Once again, enter your full name in the First Name field and the second location in Last Name
  7. When done, Save the original profile

Video Guide


 

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