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Office Location Settings

How to view and edit your office information

Ava avatar
Written by Ava
Updated over 3 years ago

Location Information

To navigate to office settings, click Settings (menu on the left) > Locations.

The information in location settings is originally pulled from ​your practice management system​. However, you can customize it in Settings!

Changes made in my desk will not be reflected in ​your PMs​, and will only be used within the desk and in communication with patients (keep reading for more on that).


Edit Location Info

Click the pencil icon next to a brand or location name to make changes:

This will expand the location so you can make edits:

I use this information when I send messages to patients, where merge fields have been inserted.

This is what a message looks like with merge fields, they are placeholders for information that can be dragged and dropped anywhere you can write a message:


Brand Settings

If you are an Admin user for a DSO and have access to multiple brands and locations, click here to learn more about viewing and editing this info across multiple accounts.

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