Managing both in-person and telehealth appointments is simple with Bravely Connect's 'Location' functionality. Here's a step-by-step guide to help you set up your session types with the appropriate locations.

Step 1: Access the Settings Page

Start by navigating to the settings page:

• Click on your profile icon in the top right corner.
• From the drop-down menu, select ‘Settings’.

<aside> 🔒 Security tip: To ensure privacy of your notes, make sure you use a secure device and internet connection to prevent any unwanted access to your records.

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Step 2: Locate the ‘Locations’ Setup Section

Depending on your practice type, find the 'Location(s)' setup section:

Solo

On the main ‘Profile’ page.

Clinic

Under ‘Clinic & Team’.

Step 3: Add a New Location

To create a new location:

• Click on the ‘Add Branch’ button. This will open a popup where you can enter the details of your new location.

Step 4: Enter Location Details

In the popup, fill in the necessary information:

• Marker Colour: Choose a marker colour to easily identify this location.
• Name & Address: Enter the name and address of your new location.