One you're into the platform, start by going to your location settings to configure the basics.

You can navigate there by clicking "Locations" towards the bottom of the left hand side navigation bar, or just go here.

Click on the name of your location and you'll end up on the location overview tab.

Overview

The overview tab should be mostly filled in from self-onbaoarding. But if you want to edit anything, you can click "Manage Location --> Edit" Which will allow you to update certain fields.

Editable Fields

Name - The name of your location - this is for internal use only.

Phone - The phone number of your location. This will show up on invoices, medical notes, and other documents.

Email - The email address of your location. This is where appointment email notifications will go. This will also show up on invoices, medical notes, and other documents.

Timezone - The timezone that your schedule will default to

Address - The address that will show up on invoices, medical records and other documents.

Unit Of Measure - Defaults to lbs, but can change to kg (usually for Canadian accounts)

Tax Rate - You can set a tax rate percentage here. If you later on add inventory items that are "taxable", the rate will automatically apply to the tax field on invoices.

Subdomain - This is where users will login if they ever need to. Mainly used for recurring clients. SimpleDVM Forms will also use this subdomain.

Print Address On Documents - If this is unchecked, the location address will not show externally to clients.

Now....you're ready to tackle the various location setup details below. Click on each individual knowledge base article for the specifics. Once you complete the below list...you'll have a base implementation and can start accepting appointments immediately.