Administration: How to Manage Locations
For Practice Administrators only
The Locations page in Administration lets you maintain a list of your practice's physical locations. Each location stores basic contact and web information. While locations are not yet connected to other features in A360, keeping this list accurate now means your practice will be ready as new features roll out.
How to View and Search Your Locations
- Go to Administration and select Locations.
- Your locations are displayed in a list with the following columns: Location Name, Address, Phone, Email, and Website.
- Use the Search bar at the top to find a specific location by name.
- Use the Filter icon to filter the list by status — Active or Deactivated. Select your preference and click Apply. Click Clear to remove the filter.
How to Add a Location
- On the Locations page, click + Add Location in the top right corner.
- Fill in the location details — name, address, phone, email, and website.
- Save the location. It will appear in your locations list.
How to Edit a Location
- On the Locations page, locate the entry you want to update.
- Click the Location cell.
- Update the relevant fields.
- Save your changes.
- If you attempt to leave without saving:
- A dialog will appear: "You have unsaved changes. Would you like to discard the changes or continue editing?"
- Click Continue Editing to return and save your changes.
- Click Discard to leave the page without saving.
How to Deactivate a Location
Deactivating a location removes it from your active list without permanently deleting it. You can reactivate it at any time.
You can deactivate a location from two places:
From the Locations list:
- Find the location and click the three-dot menu (⋮) at the right end of the row.
- Select Deactivate.
- A confirmation dialog will appear. Click Confirm to deactivate, or Cancel to go back.
From the location detail page:
- Open the location by clicking on it.
- Click the three-dot menu (⋮) in the top right corner.
- Select Deactivate.
- Confirm when prompted.
To view deactivated locations, use the Filter on the Locations list and select Deactivated.
How to Activate Previously Deactivated Location
- On the Locations list page, use the filter to show deactivated records.
- Locate the Location you want to reactivate.
- Click the three-dot menu (⋮) next to the record and select Activate.
- Alternatively, you can open the location detail page and select Activate from the three-dot menu at the top of the page.
- The location is now active and will appear in the default list view.