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Add new locations to the system

In this article, we explain how to add new locations to the system.

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Written by Billy Dilks
Updated over 4 months ago

You add new locations in CallConfirmLive! to include additional client sites or service areas, ensuring accurate scheduling and call tracking for all care visits.

New locations can be added to the system via lookup administration. Just follow these steps:

  1. Log in to CallConfirmLive!

  2. Click System, then click Lookup Administration.

  3. Find and highlight the Location folder, then click the green plus icon on the right-hand side to add new locations.

Once the new locations have been added, for these to show in the drop-down menus, you would need to go to system again and then click refresh dropdown Lists in order to see the new locations.

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