Setting Up a New Venue
Go to Provider Tools.
Click Venue Pool.
Click Create New Venue.
Each venue must be tagged to a location on the map. You can do this in one of two ways:
Option one: Use address fields
Fill in the Address, Town, and Postcode fields.
Click Use Address.
Click Save Changes.
Option two: Use search bar
In the search bar, enter the full address including postcode (no spaces).
Click Save Changes.
Pinning a client’s location
Go to Client Tools.
Click Find Client.
Click Show All.
Enter the client’s name in the search box.
Under Actions, click Case Data.
Click Edit Client.
Go to the Location tab.
You can pin the client’s location using one of two methods:
Option one: Use address
Click Use Address.
Option two: Use search bar
Enter the client’s address in the search bar and press Enter.
Click Save Changes.