✔ 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.