Create & Edit Locations

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This step needs to be done before creating user profiles. There are no limits on the number of locations your institution can create within the Appointment Management Solution.

  1. Go to and log in to your user account.*

  1. Once you are logged in, you can access Locations from the main dashboard screen by clicking on Locations from the left-hand menu, or by going to Locations.

  1. Click the “Create Location” button to add additional locations. All fields are required to save a new location. The time zone field will default to Eastern Time.

It is important to ensure the proper time zone for each location is set up properly, as this information is used within reports. When finished entering the information for the new location, click the “Save” button.

There is an initial location that is automatically set up from your registration.

Locations can be changed by clicking the pencil icon at the right, adjusting information, and clicking save.

*User Profile must be set up as an Admin to add or edit locations.