Deactivate a location
Close a location properly by moving its staff, appointments and other records somewhere else.
Table of Contents
Go to Setup, then Locations.
Hover over the location and click the pencil.
Switch Active off and click Save.
Move what still uses it
Sovica lists what still points to the location: staff with it as their primary location, upcoming appointments and shifts, patients, leads, online booking links, waitlist entries and stock.
Pick one location under Move everything to, or choose for each item.
Click to move and deactivate.
Patients aren't notified when their appointments move, so contact them if the new location matters. Staff with this as their primary location must be moved.
Up next
Next, read Switch between accounts.