Setup the Clients Location and Information.
You'll first be presented with a map and a search bar. Search for the business name here.
NOTE: Service area businesses that do now have a physical address listed on google will not be searchable in this field and will have to be setup manually.
Continue with adding account
Continue by filling out the Account Info & General Info Below. If the business was found in search above some of this info is already filled out.
Add the business owner or the primary doctor in this case. Its probably best practice to use the frond desk or primary contact email here.
Updated 03 Mar 2023
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