[Help] Multi-location Setup
So we are trying to onboard a client who has 2 locations, curious on how to execute on this. Do we create 2 subaccounts or what is the best way to proceed?
Its a physio/chrio, rmt clinic on two locations.
Is there a snapshot for multi-location setup?
My thoughts immediately was that we can have custom feild on the form to differentiate the location and then put them into different brances of the automation based on location, and then have different workflow for each of the services.
Interested to learn about other ways for implementation from people who have been there and done that - who could tell me if Im on the right track.
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6 comments
Mehrab Sattar
2
[Help] Multi-location Setup
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