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Associated Locations

A client is associated with a location in 3 ways:

1. They have/had an appointment at that location. 

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2. The location was marked as preferred on the client profile

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3. The location was manually assigned when the client record was being created or in the case where an account only has one location, the location will be automatically assigned when the client record is created on the Clients tab.

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The locations the client is associated with can be seen on their profile under the Associated Location section.

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For accounts with multiple locations, the location the client is associated with will be displayed in the search results when searching for a client. 17343077-0113e19ce2a41142978870a114ffbc89.png

 

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