Locations
Locations represent the physical sites where your company operates — clinics, offices, or facilities. Each location can have its own address, contact details, and business hours. Locations are used across Solum for referrals and provider assignments.
Manage locations from Settings → Locations.
Quick Start
- Go to Settings → Locations in your Solum dashboard.
- Click “Add Location” to open the creation form.
- Fill in the basic info — name and address are required.
- Add contact details — phone, email, and fax (optional).
- Set business hours — or leave them off to use your company defaults.
- Save — the location is now available across Solum.
Location Fields
The creation and edit forms are organized into tabs:
Basic Info
| Field | Required | Description |
|---|
| Name | Yes | Location name (must be unique within your company) |
| Address | Yes | Street address |
| Address Line 2 | No | Suite, floor, unit, etc. |
| City | Yes | City name |
| State | Yes | US state or territory |
| ZIP Code | Yes | Format: 12345 or 12345-6789 |
| Timezone | Yes | Defaults to Eastern (America/New_York) |
| Active | Yes | Whether the location is active (defaults to yes) |
| Field | Required | Description |
|---|
| Phone | No | 10-digit phone number |
| Email | No | Contact email address |
| Fax | No | 10-digit fax number |
| Notes | No | Free-text notes about the location |
Business Hours
By default, a location uses your company-wide business hours. Toggle custom hours on to set specific hours for this location.
- Set open and close times for each day of the week
- Times are selectable in 15-minute intervals
- Support for split shifts — add multiple time ranges per day (e.g., 9:00 AM – 12:00 PM and 2:00 PM – 5:00 PM)
- Copy times to other days to save time
Advanced
| Field | Required | Description |
|---|
| External ID | No | Your external system’s identifier (must be unique per company) |
| Slug | No | URL-friendly identifier, auto-generated from name. Lowercase letters, numbers, and underscores only. |
Creating a Location
Click Add Location to open the creation form. Fill in the required fields on the Basic Info tab, then optionally add contact details, business hours, and advanced settings.
A slug is auto-generated from the location name if you don’t provide one.
Editing a Location
Click the edit button on any location card to update its details. All fields can be changed, including the name.
Deleting a Location
Click the delete button on a location card.
Deleting a location is permanent and cannot be undone. Therapist assignments to this location are also removed.
Active vs. Inactive Locations
Locations have an Active toggle. Inactive locations are hidden from dropdown menus and general use throughout Solum, but can still be edited from the settings page. Use this to retire a location without deleting it.
Permissions
Only Admins can create, edit, and delete locations. Regular users see the locations list in read-only mode with a notice to contact their admin for changes.
Troubleshooting
| Problem | Fix |
|---|
| ”Location name already exists” | Each location name must be unique within your company. Choose a different name. |
| Location not appearing in dropdowns | Check that the location is marked as Active in Settings → Locations. |
| Cannot create or edit locations | Only Admins can manage locations. Ask an Admin to make the change. |
| Business hours not showing correctly | If custom hours are toggled off, the location uses your company’s default hours. Toggle custom hours on to set location-specific times. |
| ZIP code rejected | Use the format 12345 or 12345-6789. No spaces or letters. |
