Edit Location profile

When you first sign up to Smilenotes, a primary Location is created automatically. Before sending email notifications or reminders, you must enter valid business contact details.

  1. Click “Manage Profile”

    Go to Settings → Schedule → Locations and select Manage Profile.

    Manage Location profile screen in Smilenotes with fields for practice name, address and email contact details.
    Enter practice name, address and contact details before saving.
  2. Click “Save”

Add additional Locations

Locations are managed from the settings page by selecting Schedule > Locations.

If you have multiple physical practice sites you'll need to add separate Locations for each site.

This is ideal for practices operating across multiple sites who need separate appointment calendars per practice location.

  1. Click “Add Location”

    Go to Settings → Schedule → Locations and select Add Location.

    Locations settings page in Smilenotes showing existing practice sites and the Add Location button.
    Location settings page showing existing practice sites.
  2. Complete the Location profile and click save to add the new location.
    Manage Location profile screen in Smilenotes with fields for practice name, address and email contact details.
    Enter practice name, address and contact details before saving.
  3. This new location will now have its own separate appointment calendar.

Switch Locations

  1. Go to the Schedule page and select the Location you wish to use from the dropdown. You will now be using the appointment calendar for that Location.
    Appointment calendar view in Smilenotes with Location dropdown menu used to switch between practice sites.
    Use the dropdown in the Schedule view to change Location.

Select a Location when signing in

  1. When you sign in to Smilenotes, simply select the Location you wish to use then click Sign in. The appointment calendar will now show the appointments and team members assigned to this Location.
    Smilenotes login screen showing Location selection dropdown before signing in.
    Select your Location before logging in.

Archive Locations you no longer need

  1. On the settings page (Settings > Schedule > Locations), click "Manage Profile" next to the location.

    Watch the short video below to see how to archive a Location.

    Archive a Location by toggling the Active switch in the Location profile.
  2. Toggle the switch in the location profile to make the location "active" or "archived" and save the changes.
Next: Set up working hours Set practice opening hours

Updated: 11 February 2026