What is 'Office Locations'

Overview

'Office Locations' within the Manage section of SCOPE Better, provides you with the ability to add all of your business office locations to your SCOPE Better system and associate your clients to a relevant office location. 

This makes it simpler for your users to select the correct office and Clients associated to that office when scoping. 

Pre-Requisites

1. Office location feature must be activated for your SCOPE Better system
2. Users must have a SCOPE Better active account
3. Clients must be associated to Office Locations for this feature to work

Step-By-Step Instructions

To set or add your office locations: 

1. Go to Manage>Office Locations

2. '+Add Office Location' and complete the data fields for each office location as shown below. 

3. Under each office location added, associate your clients to those locations by clicking on the office location line item and selecting 1+ client. 

4. When your users create a new scope, and select the office they are working in/scoping for, the system can easily identify the clients that are associated to that office making selection simpler.