Locations

To manage Location attributes, navigate to More > Admin, then under Locations on the left-hand side, select Locations.

• To add a location, select the current location and remove it first.

• Add the default location back to the list of Locations, and then add as many locations as desired.

• To edit a location, select the location, then choose an option from below.

TO SET THE DEFAULT TO ALL LOCATIONS FOR THE ORGANIZATION, LEAVE THE Location FIELD BLANK.

Changing a client's primary location will affect:

• where reminder emails come from (the email that will be associated with these reminders)

• which compliance dashboard the client will appear. The vaccination reminders in the compliance dashboard will only show under the client's primary location.

Clients are assigned a primary location based on the location the account is created.

To find the client's primary location, navigate to the client's account and look under the client's details and personal information.

Change a Client's Primary Location

Navigate to the client's primary location and from the drop-down, select the location that the owner is visiting. After selecting the updated location, refresh the page for the new primary location to appear.

This is a permissions-based feature or is managed from the Admin page.