Add your office locations

Your office locations show in your portal's LobbyLobby The home screen of the portal, showing your cases, announcements, inquiries and the firm's office locations., with a map, so clients can find you. Staff can also pick one as the place of an eventEvent An appointment on a case, such as a meeting or a call, that people are invited to and can accept or decline. on a case.

1. 1

   Start a location

   In Settings › Locations, choose Add Location.

2. 2

   Fill in the address

   Type a Location Name, such as Downtown Office, using letters, numbers, spaces and dashes. Fill in Street Address, City, State and ZIP Code.

3. 3

   Choose who can pick it

   Under Who can use this location?, choose the rolesRole A set of permissions that decides what someone can see and do on a case, such as staff or clients. that can pick it for an event, such as staff. Everyone in your hub sees its name and address in the Lobby, whichever roles you choose.

4. 4

   Mark your main office

   Switch on Main Office for your firm's main address. Only one location can be the main office, so marking a second one takes the mark from the first.

5. 5

   Save the location

   Choose Add Location. It joins the list.

To change a location, choose Edit on it: the same window opens with its details. Make your changes and choose Save Changes. To remove one, choose its delete icon and confirm.

What happens next

Clients and staff see each location's name and address, with a map, under Locations in the Lobby, your main office first and marked Main Office. Choosing the address or the map opens directions to it in Google Maps.

When someone adds an event to a case, the locations their role can use are listed by name under Suggested Locations; see Schedule an event on a case. Form fields set to prefill your firm's address use your main office's.