In an organization with more than one location, every page shows one location at a time. The switcher at the top right is how you move between them.
Switch
Click the location name at the top right (tooltip Switch location). The panel shows:
- Every location you can open, with its city and state and its phone number. A Current marker shows the one you're in.
- A plan usage row, for example "Pro plan usage". It expands to this month's bars (AI minutes, Staff calling, Texts, and Video visits and AI notes when your plan includes them) and a Manage plan button.
- Compare all locations, when you have two or more.
- Add a location.
Click a location to switch. The page updates in place. Your browser remembers the choice, and each browser tab keeps its own location, so two tabs can show two locations. On a phone the same panel opens as a bottom sheet.
Locations beyond your plan's allowance show an Inactive pill, with a banner at the top of the list. See Add a new location.
If your login belongs to more than one account, an Accounts section appears above the locations. Click an account to switch to it, or All accounts to open the Accounts page.
What belongs to a location
- Clients and their records
- Appointments, the calendar and booking requests
- Calls, voicemails, texts and the Inbox
- The phone number and everything under Settings → Phone & SMS, including the recording notice
- Hours and holiday closures (Settings → Locations)
- AI voice settings (Receptionist → AI Voice) and web chat
- Online booking settings and the website
- Account Activity (Settings → Account Activity): History, the HIPAA Audit Log and Billing Activity show the current location. Sign In Events covers the whole account.
What the whole organization shares
- The team roster, and which locations each teammate can open (chosen when they're invited; see Invite team members)
- Billing and the plan (Settings → Billing)
- Your own profile and preferences (Settings → Account), and the organization details on its Organization tab