Each FrontDesk location (also called a practice or branch internally) is a separately-managed front desk — own phone, own hours, own AI personality, own schedule — but rolled up under one organization for billing, team, and patient records.
Add a new location
- Open Settings → Locations.
- Click + Add Location.
- Fill in:
- Location name — internal label (e.g., "Downtown", "Westside")
- Business type — usually matches your organization but can differ
- Address, timezone, primary language
- Main phone — purchase a new FrontDesk number or skip and add later
- Click Create.
You're switched into the new location's context automatically. You'll see the onboarding wizard for this location — set its hours, services, AI voice, and run a test call (just like your first one).
What's per-location vs. shared
| Per-location | Shared organization-wide |
|---|---|
| Phone number(s) | Patient records |
| Business hours | Team members |
| Services / appointment types | Subscription / billing |
| AI voice and greeting | Business type defaults |
| Custom Knowledge | BAA / compliance settings |
| Online booking page (each has own slug) | Audit log |
| Appointments and calendar | |
| Call logs and SMS threads |
Granting team access
When you add a teammate (or edit an existing one), check the boxes for which locations they should see. By default new users get access to your current location only. Add more from Settings → Team → edit user → Locations.
Removing a location
Settings → Locations → ⋯ → Remove. The system blocks removal if:
- It's your last active location (you must have at least one)
- It has future appointments scheduled (cancel or move them first)
Soft-deleted locations keep their historical data accessible from reports but no longer appear in the Location Picker.
What's next
- Invite team members and grant per-location access
- Show your team how to switch between locations
- Per-location AI tuning: choose a voice and customize the greeting