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Use the Locations page to manage multiple business/office/practice addresses and specify where you can travel or work (service areas).

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Overview

  • Locations: Physical addresses for your business. You can add multiple locations and mark one as primary.
  • Service areas: The regions where you operate, defined with flexible labels (e.g., cities, zip codes, regions) and optional radius.

Add locations

Create one or more business addresses with full address details.

Define service areas

Specify where you travel or work, such as cities or zip codes.

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Prerequisites

  • You must be part of an organization and signed in.
  • Your organization is selected in the sidebar.
1

Open Locations

Go to Dashboard → Tools → Locations.
You should see sections for Locations and Service areas.
2

Add a location

Click “Add location” and provide:
  • Name: The location label (e.g., Main Office).
  • Address: Address line 1/2, city, state/region, postal code, country.
The new location appears in the list.
3

Edit or delete a location

Use the Edit or Delete actions on any location card.
4

Add a service area

Click “Add service area” and provide:
  • Label: Human-readable name (e.g., San Francisco, Bay Area, 94107).
  • Type: Optional—use your own conventions (e.g., city, postal_code, region).
  • Value: Optional—structured value if you need it (e.g., 94107).
  • Radius (km): Optional—use a radius to indicate coverage around a point.
  • Country: Optional—ISO or country name for clarity.
You can link a service area to a specific location later by editing it (UI linking will be added in a future update).
5

Edit or delete a service area

Use the Edit or Delete actions on any service area card.

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API

These endpoints are available via the authenticated API and used by the app. 
curl -X GET '$SERVER_URL/locations' -H 'x-user-token: YOUR_TOKEN'

[
  {
    "id": "9ff0a7e0-2cbe-4a5a-9b8a-3d1b3e9c1234",
    "organization_id": "b2f0d8f0-2d3c-4d1e-a0a0-9eefaf2a0001",
    "name": "Main Office",
    "address_line1": "123 Market St",
    "address_line2": null,
    "city": "San Francisco",
    "state": "CA",
    "postal_code": "94107",
    "country": "US",
    "latitude": null,
    "longitude": null,
    "is_primary": false,
    "created_at": "2025-11-14T10:00:00Z",
    "updated_at": "2025-11-14T10:00:00Z"
  }
]

curl -X POST '$SERVER_URL/locations' \
  -H 'Content-Type: application/json' \
  -H 'x-user-token: YOUR_TOKEN' \
  -d '{
    "name": "Main Office",
    "address_line1": "123 Market St",
    "city": "San Francisco",
    "state": "CA",
    "postal_code": "94107",
    "country": "US"
  }'

curl -X GET '$SERVER_URL/service-areas' -H 'x-user-token: YOUR_TOKEN'

curl -X POST '$SERVER_URL/service-areas' \
  -H 'Content-Type: application/json' \
  -H 'x-user-token: YOUR_TOKEN' \
  -d '{
    "label": "San Francisco",
    "area_type": "city",
    "value": "San Francisco",
    "country": "US"
  }'
All requests must include a valid x-user-token. Rate limits and RLS policies apply.

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Troubleshooting

  • If you don’t see data: confirm your current organization is selected and you have access.
  • If a request fails: check the response body and Sentry logs for details.