Manage locations and branch access
Assign staff only to the locations they need.
Step by step
- Review the number of locations allowed by your current plan.
- As clinic admin, maintain the available location details in the clinic profile.
- In Team profiles, select the locations the doctor or receptionist may access and save.
- Have the staff member sign in again and check the assigned location workflow.
- Contact support before changing clinic structure if a required location is outside the plan allowance.
Keep in mind
Essential and Professional currently allow one location; Enterprise allows up to five. Doctors and receptionists can have multiple assigned locations where the plan supports them. Receptionists can edit only assigned location details.
Related guides
Clinic & team
Add doctors and receptionists
Give every team member their own clinic access.
Read guide →Clinic & teamWhy is a feature or record unavailable?
Check role, location and plan permissions first.
Read guide →Still need help?
Send your clinic code and the exact issue. Keep passwords and patient information private.
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