Navigation
2.4. Adding and Managing Client Locations
Documentation for 2.4. Adding and Managing Client Locations
2.4. Adding and Managing Client Locations
Documentation for 2.4. Adding and Managing Client Locations
2. ClientsUpdated: 4/8/2026
- From the Details tab, click Manage Locations.
- Click + Add Location to add a new one, or the pencil icon to edit an existing location.
- Fill in the location details (address, contact info, notes).
- Optionally, select a Tax Region if different from the default.
- Toggle Default Billing Address or Default Shipping Address if this location serves that purpose.
- Click Save Location.
Figure 1: Client Details Screen - Adding a new location
