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
Enterprise allows up to five locations; start with one and add locations only when needed. Existing older subscriptions keep their purchased allowances. 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.
Request setup help · Free All guides