Here we will walk through the process of creating a new Company and Location as well as how to add just a new Location to an existing Company.
Add a New Company & Location
If you have an existing Company and you just want to create a new Location, you can skip directly to the Add New Location part.
- Click on Companies & Locations from the toolbar.
On the mobile app, this is located in the screen shown if you slide in from the left side of the screen. - To start the process of creating a new Company & Location, click Add Company.
- Complete the form to create a Company and its first location.
- You will then be returned to Companies & Locations screen where you will see your new Company, Location and if you so desire you can create additional ones from here.
Add New Location to Existing Company
After you have an existing Company, you can always add additional Locations.
- Click on Companies & Locations from the toolbar.
On the mobile app, this is located in the screen shown if you slide in from the left side of the screen. - Find the Company you want to add a new location for and click on Add Location.
- Complete the form to add a new location.
- You will then be returned to Companies & Locations screen where you will see your new Location.