Ensure you have mobile locations enabled in Settings > Clinic Profile > Preferences. Click Save at the bottom. This will add a Mobile Locations page in Settings under Scheduling.
Enabling mobile locationsYou can set up your different locations in Settings > Mobile Locations > +Create Mobile Locations. You can edit these by clicking Edit – here, you can fill out the name and location, mark the type of location (stationary or not), and add a status.
Creating mobile locationsLocation Description
These are the extra details about the location beyond the physical address to help clients. Example: Across the street from Walmart, or Drive behind the building to the white tent.
Should the location be “Stationary?”
Marking a location as stationery will add it to every day on the calendar. – meaning if you open that day, that location will already be assigned. A stationary location is one that you are at – always. For example, you have a main brick-and-mortar building where you offer wellness services all the time. You also have a van that goes to other communities. You operate both out of the stationary location and the van on the same day. In this case, you have two teams, one working the stationary location and the other working the van.
Be sure to read more about configuring your calendar with Mobile Locations from the chapter on Scheduling.
Mobile Location Reminders
For clinics that use mobile locations, you will update your confirmations and reminders to use the scheduled location. The notifications to your clients will contain the #Location# to populate the chosen destination for the appointment day from scheduling. Update your emails to include the auto-populating field so that the location’s address and description will auto-fill when emailed.
Troubleshooting Mobile Location Setup
If a new location is set up incorrectly, the user may experience a server error message. These are the most common reasons an error message will occur.
*Information is left blank – all fields must have data.
*There are integrity issues with the address. This tool uses geolocation to add a pinpoint to a map. Please ensure the address coordinates populate. If no coordinates are present please revise the address.
Common Abbreviations Used for Mobile Scheduling:
