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Home Appointment Addresses

Carrie Boogaart
Updated

Home appointment addresses are now in Boost! 🎉  

By default the client's home address pulls in to new appointments, but you can easily add and save additional addresses. Addresses added to appointments will be pushed to Hi Rasmus.

Best Practices

In version 1 of Home Addresses you will not be able to edit or manage Additional Addresses. We recommend including a Note in the Client Profile with additional address information if needed. 

TIP! We recommend using the second street line in the address to label addresses. e.g

1234 Street
Apt 102 - Grandma's House
City, State 20001

 

👉 Jump To [Use Home Address] [Add Additional Addresses] [Update Existing Appointments]  

 

Use Home Address for Appointments

  1. Navigate to Schedule > create or open existing appointment.
  2. For New Appointment, fill in appropriate appointment details.
  3. In Address field, the Client's Home Address displays (as Main Address) defaults.
  4. Click Save.

 

Add or Use Additional Addresses

IMPORTANT! You cannot currently edit or manage additional addresses. So please enter them carefully as to avoid error. If you need to re-enter an address correctly be sure you leave a note in the Client Profile indicating which address is correct.

  1. Navigate to Schedule > create or open existing appointment for desired client.
  2. For New Appointment, fill in appropriate appointment details.
  3. Click the Address dropdown > click Add New Address.  
  4. Enter New Address.
  5. Click Save.

 

Update Existing Appointments

This feature is available for new and existing appointments. In order for the address to display on existing appointments and push to Hi Rasmus, you will need to edit the appointment, make an address selection and save. 

  1. Navigate to Schedule > open appropriate appointment.
  2. Click Edit.
  3. Click to Edit Appointment Series or continue with single Appointment.
  4. In Address field, the Client's Home Address displays (as Main Address).
  5. To add a new address, click the Address dropdown > click Add New Address.  
  6. Add New Address.
  7. Click Save.

New Address displays (labeled as "Other").

 

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