Managing client locations
Use client locations to keep repeat visits and mobile work organised.
Quick answer
- Add the normal visit address to the client record.
- Check the address before confirming a new booking, especially if the client has moved or has multiple locations.
- Use notes for access details, parking, or entry instructions where appropriate.
Related articles
- Adding and editing clients
Store the contact and visit details you need to run each appointment smoothly.
- Finding a client quickly
Use search and sorting to get to the right client record without scrolling.
- Deleting clients and client data
Understand what to check before removing a client record.
Still stuck? Contact support and we’ll help you sort it out.