Create the physical or online locations your team uses for services and scheduling. You can also review and update existing locations from Settings.

Before you begin

• Decide whether the location is Physical or Online.
• Choose the name team members should see when they select a location.
• If your organization uses a place-of-service code or National Provider Identifier, have the approved values ready.
• For a physical location, have the full address ready.

Required fields can differ by location type. Complete the fields marked as required.

Open Locations

1. Open Settings.
2. Select Locations.

The location table shows the saved name, type, and POS code for each location.

Add a location

1. Select New location.
2. Choose Physical or Online.
3. Enter the Display name.
4. Add the Place of service (POS) and NPI when your organization uses them.
5. For a physical location, complete the address fields:
   • Physical address
   • Suburb/Province
   • City
   • State
   • Zip code
   • Country
6. Review the location type and entered values.
7. Select Save.

The saved location appears in the Locations table. Open it again if you need to check the details.

Choose the right location type

Use Physical for a place with an address. Use Online for remote services that do not need a street address in iSpeax. The online form still allows a display name, POS code, and NPI.

Review or edit an existing location

1. Open an existing location from the table.
2. On Edit Location, review whether the location is Physical or Online.
3. Update the applicable field and review the full form.
4. Select Save.

Warning: Delete is available on Edit Location. Before deleting a location used in bookings or sessions, contact iSpeax Support if you need to confirm which records the action affects or whether it can be restored.

If a location does not appear as expected

• Return to Locations and reopen the record.
• Review the name, type, and POS code.
• If a service should use this location, open that service in Settings > Services and check Location of service.
• If the location should be available during online booking, preview the public booking page.
• If the saved information is still wrong, contact iSpeax Support without including addresses, identifiers, appointment details, or other sensitive information.