Help Topic: Locations

Q. What do I do when my services are rendered online?

If you provide services via the internet create an online location.  The only required field for a location is the locations name.  Choose a location name like, "Online," and apply that location for any and all of your online sessions.

Q. How to create a location for your client?

If a location does not already exist for your session, you can click on the blue cross to the right of the location field.  Click on that plus icon and a modal window will appear that will allow you to add a session.

If you do not see the blue cross, your administrator has not granted you access to add locations.  In this case, contact your administrator to add the location or provide you persmission to add locations.