Setting up Locations against Appointment Types helps ensure clients and service teams have a clear, seamless booking experience. Once configured, clients can choose the right location during booking, and practitioners’ calendars will reflect where they’re working.
This guide walks you through the setup step by step.
Step 1: Add Your Locations (Super Users)
Go to Control Panel → Practice Information
Scroll to the Locations section
Click Add Location
For each location, you can:
Add a location name
Enter the full address
Add contact details
Select which rooms are available at that location
Add location-specific instructions for emails and appointment reminders
Example:
Sydney: “Enter via the red door”
Melbourne: “Please use the blue door”
👉 These instructions will automatically appear in appointment confirmations for that location.
Save your changes before moving on.
Step 2: Set Practitioner Working Locations
Each practitioner manages where they work as part of their schedule.
As a Practitioner (or Admin managing on their behalf):
Go to Control Panel → Work & Schedule
Open the practitioner’s Working Schedule
For each day, select:
The location(s) they work from (e.g. Sydney, Melbourne)
Any Telehealth availability
Example:
Monday: Sydney
Tuesday: Telehealth
Thursday: Melbourne + Telehealth
Optional: Appointment Start Times
If enabled for your service, practitioners can also choose:
On-the-hour starts
Every 30 minutes
Every 10 minutes
👉 These settings apply to the appointment types they are assigned to.
Remember to click Save.
Step 3: Use Schedule Overrides (Optional)
Schedule overrides feed directly into availability and bookings.
From Work & Schedule, practitioners can:
Add time off (e.g. holidays)
Set a temporary working pattern for a specific week
When adding time off, you can choose to:
Cancel all affected appointments, or
Leave them in place and manage individually
Step 4: Link Locations to Appointment Types (Super Users)
Now connect locations to appointment types.
Go to Calendar → Calendar Settings
Open an Appointment Type
Navigate to Step 3 of 3: How it’s run
Choose where the appointment can happen:
All locations (clients choose during booking), or
Specific locations only
Example:
Initial Consultation: Sydney + Melbourne + Telehealth
Group Session: Melbourne only
Click Save and ensure the appointment type is Open for use.
Step 5: Booking Appointments (Team View)
When booking internally:
The calendar will show where each practitioner is working
Hover over availability to see location + telehealth
When booking a face-to-face appointment, you’ll be prompted to choose the correct location
Step 6: Client Booking Experience
When clients receive a booking link (via email or SMS):
They select the appointment type
They choose the location (e.g. Sydney, Melbourne, Phone, Video)
They select a date and time
They confirm the booking
The location choice is reflected in:
Calendar entries
Confirmation emails
Appointment reminders
That’s It 🎉
Once set up:
Practitioners’ calendars reflect where they’re working
Clients can easily choose the right location
Booking errors and confusion are reduced
If you have questions or want help setting this up, please use the Help button in your account—we’re happy to assist.
Here's a How to Video: