Geocode locations

To update existing addresses from the calendar, users must have the (Settings > Manage Own Schedule) permission enabled, located under “Scheduling” in the Permissions module. Users with this permission disabled will see a warning message stating, “Additional permissions are required to update this access, please contact your administrator for further assistance.”

Please note, office locations can only be geolocated by an organization account.

To geocode existing client location addresses:

1. Select an appointment and navigate to the Appointment Details. Choose an address from the Location/Address drop-down. Addresses that have not been previously geocoded are listed under “(Not geolocated)” in the “Location/Address” drop-down

2. If you don’t see the correct address, select Add to add and geocode a new address.

geolocate (2).png

1. In the “Add a New Location” pop-up, the address will start to auto-geolocate based on what is typed in the Search Address field. Select a suggested address from the drop-down to auto-populate fields. Change what account to associate with the address, if necessary.

   • Name the address in the top field.

   • Click Save Location

     • Please note that the latitude and longitude will auto-populate and are not editable.

add new location (2).png

1. Click Continue to update all appointments with the existing address