Existing client locations will be geocoded when scheduling a new appointment. If “Enable Geolocation Validation” is enabled in the Scheduling module, users must schedule appointments with geolocated addresses.
To update existing addresses from the calendar, users must have the (Settings > Manage Own Schedule) permission enabled, located under “Scheduling” in the Permissions module. Users with this permission disabled will see a warning message stating, “Additional permissions are required to update this access, please contact your administrator for further assistance.”
Please note, office locations can only be geolocated by an organization account.
To geocode existing client location addresses:
- In an existing appointment, select an address from the Location/Address drop-down. Addresses that have not been previously geocoded are listed under “(Not geolocated)” in the “Location/Address” drop-down
- In the “Confirm Location” pop-up, select the address that best matches the selected location and click Update
- If the address has a second address line, such as an apartment number, the second address line will pre-populate and can be edited.
- If no search results populate:
- Click Don’t see what you’re looking for?
- Enter the address manually in the “Update Location” pop-up
- Please note, manually inputted addresses will not be geocoded.
- Click Save Location
- Click Continue in the “Confirm Location” pop-up to update all appointments with the existing address
Click here to learn more about geocoding in CentralReach.