Note
Italicized terms represent clickable icons on the specific screen being discussed.
You must be signed into the Web Client as an Administrator to access these settings.
Click the links below for more detailed information.
Please reference Leads settings, Collections settings, Employees settings, Evaluations settings, Tracking Numbers settings, Communications settings to learn how to edit additional location settings.
Access
- (A) Edit Pencil - From the location list identify the location you wish to edit and click to open its profile.
Location Details - Note: Location Details opens by default after selecting a location.
| Field Name | Field Description | Supported Integrations |
|---|---|---|
| (B) Location Name | Enter the location name used for internal Reporting purposes. The location name helps users identify it throughout the system. It appears in such things as the system configuration options, interaction cards or anything the users will see in terms of the location name. Note: This may different from the Friendly Name (B) as that is what customers see when they call the location. This can be the same as the Friendly Name. If the Friendly Name is not filled in, this will take its place. | All |
| (C) Friendly Name (optional) | Enter the location name used in The friendly name is available to make the system more user friendly in situations where the Location Name is not meant to be shared outside of the system, if it is different. The Friendly Name is used in texting and emailing Leads & Customers outside of the schedule, Follow-up & Collection communication. | All |
| (D) Primary Number | Enter the phone number which all tracked calls are sent. Users may have tracking numbers on such things as billboards. When someone dials those tracking numbers, the call enters the call route and if the call route ends at a location, it dials the primary number listed here. This number is attached to the location's phone. Click here and refer to (O) to learn where this appears in the Lead card. Click here and refer to (I) to learn where this section appears in the Customer card. | All |
| (E) This is a SIP address checkbox (optional) | Check If the primary number is a SIP phone, check this to use this phone number to complete outbound calls. If there is no outbound number listed in (F), the system will default to using the primary number. When the person enters a SIP address, this box is automatically checked. You will then be prompted to enter the username and password. | All |
| (F) Outbound Number (optional) | The number used for outbound calls if different from If you want a number different than the primary number used for outbound calls, enter it here. If nothing is entered here, the primary number will be used for outbound calls. This allows for 2 lines to be associated to your landline phone so more than one line can be open at the same time. Note: This can be the same as the primary number. | All |
| (G) This is a SIP address checkbox (optional) | Check If the primary number is a SIP phone, check this to use this phone number to complete outbound calls. If there is no outbound number listed in (F), the system will default to using the primary number for outbound calls. When the person enters a SIP address, this box is automatically checked. You will then be prompted to enter the username and password. | All |
| (H) Display Number (optional) | Enter the value This is your publicly-facing phone number. If the number is entered into a system variable, which it can be used in other areas of the software such as receipts, texts and emails. | All |
| Field Name | Field Description - For (I) - (R), click here and refer to (O) to learn where information in this section appears in the Lead card. Click here and refer to (I) to learn where information in this section appears in the Customer card. | Support Integrations |
|---|---|---|
| (I) Address1 | Enter the location's physical address. | All |
| (J) Address2 (optional) | Enter the suite, floor or any additional address information. | All |
| (K) City | Enter the city where the physical location exists. | All |
| (L) Country dropdown | Click to select either United States or Canada. | All |
| (M) State dropdown | Click to select the state where the physical location exists. | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (N) Zip | Enter the zip code where the physical location exists. | All |
| (O) Timezone dropdown (optional) | Click to select the timezone where the physical location exists. | All |
| (P) Daylight Savings toggle (optional) | Click if the location observes daylight savings. | All |
| (Q) Email Address (optional) | Enter the location's email address. | All |
| (R) Website (optional) | Enter the location's website. | All |
| (S) Non-Editable Communication Language | Change the language for a location's outbound communication. | All |
| Field Name | Field Description - Click here and refer to (O) to learn where information in this section appears in the Lead card. Click here and refer to (I) to learn where information in this section appears in the Customer card. | Support Integrations |
|---|---|---|
| (T) Office Hours (optional) | Indicate the hours when the location is staffed. | All |
| (U) Access Hours (optional) | Indicate Set the hours indicating when Customers can access their unit. | All |
| (V) Call Center Hours (optional) | Indicate thewhat hours when theyour Call Center is staffedavailable to take calls in local time. The hours you set here may have an impact on your call routes if you've identified certain steps that will be skipped outside of these Call Center hours. To learn more, click here and refer to (DD). | All |
| Field Name | Field Description | Support Integrations |
|---|---|---|
| (W) Logo & Images (optional) | Upload your company logos & images. These appear anywhere in the system where you've added these variables. They are typically used in emails, text messages and payment links as well as script cards. | All |
| (X) Edit Variables (optional) | Define custom location specific informationIf you want standard variables at all your locations with the exception of this location, click to override the variable for this specific location and show something else. This allows you to have variables defined at the account level for every location but have it defined as something else at this particular location. This can be useful if your locations have different amenities such as 24-hour access or insurance. | All |
| (Y) Location Alerts (optional) | Enter location-specific information that can be viewed in the Lead card. Information may include such things as "Gate & Cameras", "Closed Sundays", or "24-hour access". This information is intended to provide system users with a quick understanding of the location in the event they are working with multiple locations. Separate the terms with a semicolon. Click here and refer to (O) to see where this information can be accessed in the Lead card. Click here and refer to (I) to learn where this appears in the Customer card. | All |
Save - Note: You may need to scroll back to the top to access Save & Cancel.
- (Z) Save - Click to save edits and return to the Location list
- (AA) Cancel - Click to discard any edits made to the location and return to the Location list.
