Setting up a location

Every clinic starts with at least one location, and you can add more if you operate from several places. Each location has its own address, contact details, and a set of its own settings — so a fee or preference at one location doesn't automatically apply to another.

Business information

Go to your settings and open Business information. Fill in the business name, address, time zone, website, and the email address replies should go to. If your clinic has a registration number, add it here too — it can be shown on invoices.

The business information section with name, address, time zone, and registration fields.
Business information for a location, including address and registration details.

Set fees for missed appointments

In the location's settings, you can set a no-show fee that applies when a patient doesn't attend, and a cancellation fee for cancellations made too close to the appointment. Set a cancellation window in hours to define how late is too late before the fee applies.

The appointment fees section showing no-show fee, cancellation fee, and cancellation window fields.
Setting no-show and cancellation fees, with a cancellation window.

Control visibility on online booking

Choose whether this location's name and address are shown to patients booking online — useful if a location prefers not to publish its address publicly.

Track a monthly expense budget

Set an optional monthly expense budget for this location, which shows up on your expenses so you can see how spending compares to what you've planned for.

Adding another location

Select a location from the list to switch to it, or add a new one if your clinic is expanding to another site. Each new location starts with its own blank settings, ready to configure independently.

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