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Setting Up Office Locations

Learn how to customize a company's branding for its customer-facing experience.

The Location page lists a company's office locations and their contact information. A company can have more than one location on file.

To add a new location:

  1. Select Profile from the top toolbar, then select Location from the left panel.

  2. Select Add Location. The Location form appears.

  3. Enter the following fields:

    • Office Location Name. A label for the location, for example "Main Office."

    • Primary Location. Select this checkbox if the location is the company's main location.

    • Address Line 1 and Address Line 2. The street address for the location.

    • City / State. The city and state where the location is based.

    • Postal Code. The ZIP or postal code for the location.

    • Contact Phone Number. A phone number for the location.

    • Contact Email. A contact email for the location.

  4. Select Save.

To update an existing location, select it from the location list and update the same fields.

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