✔ Account Setup
Setup the Clients Location and Information.
1min
You'll first be presented with a map and a search bar. Search for the business name here.
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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
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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.
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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 25 Mar 2024
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