Before you start
Access is permissions-based. If you can’t add Locations, ask a Company Admin.
Payment Region is linked via the Regions area after the Location is created.
Create a new Location
Open Locations
Go to Locations from the left-hand navigation → click Add (green).
2. Complete the tabs
Details
Name
Reference — used for quick searches and bulk imports
Phone Number
External Reference
Address — start typing; all address fields use Google lookup. Select the correct result from the dropdown.
Payments
Cost Centre Reference — free text
Currency — select from dropdown
Payment Region — finish creating the Location first, then assign the Location to a Region (in Regions). After that, associate the Payment Region here.
Opening Times
Set opening/closing times per day; tick Closed where applicable.
If using Rota, tick Update future shifts? to push changes to already scheduled employee shifts.
Note: Future booked locum shifts will require manual updates.
Rates
Rates — enter daily rates by job type (use text fields or arrows).
Breaks
Breaks — tick Paid Breaks if applicable; for unpaid breaks, set break duration per day.
If using Rota, tick Update future shifts? to apply to scheduled employee shifts.
Note: Future booked locum shifts must be updated manually.
Additional Notes
Add notes (e.g., mileage, lunch, accommodation).
Record staffing preferences/experience.
Indicate store pace: Slow, Moderate, or Fast.
3. Save
Click Save (green).
Additional configurations (after creation)
Open Location settings
Click the cog on the Location to edit.
Events
Click Add Event (closures, training, announcements).
Set dates/times and type.
If using Rota, tick Disable Schedule to remove allocated shifts for the event period.
Click Add Note (downward arrow) to open a free-text box for extra event information.
3. Requirements
Add store-specific requirements.
Locums are prompted to accept these for all shifts at this location during apply/booking.
4. Computer Systems
Select the systems used at the site.
Displayed to locums during applications/bookings (on the same modal as location/shift requirements when applicable).
Tips
Keep Location config current to streamline shift and gap creation.
Prefer Location Requirements over general notes for must-know info (e.g., “Pharmacy First provided daily”) so locums are prompted before applying.
After changing Opening Times or Rates/Breaks, re-check any future locum bookings—they’re not auto-updated.
Troubleshooting
Payment Region unavailable: Create/assign a Region first, then return to Payments config.
Opening time changes not visible on rota: Ensure Update future shifts? was ticked; only employee shifts update automatically.
Rates didn’t apply to existing shifts: Edit affected shifts individually (locum and already-published shifts).
Need help? Click the chat button in the bottom-right corner of the screen to contact our support team.