How to Add a Business Location in Sophiie

Step 1: Open the Location Section

1. Log in to your dashboard
   
   
2. Click Train Sophiie
   
   
3. Select Location
   
   

Step 2: Select a New Location Type

1. Choose the location type that best suits your business:
   • Fixed Location - a fixed address where a customer can come to visit
   • Mobile Business - used when you go out to customer homes and businesses
   • Remote/Online Business - when you conduct business online or do not require to give your address out to the caller for any reason.
2. Once selected a new screen with information to enter will appear.

Fixed Location

1. Enter your full business address, including Street, Suburb, State, Postcode
2. Add a nearby landmark or building if your business location is hard to find.

Mobile Business

1. Enter your base location - Enter the primary address where your business is located 
2. Travel Radius (km) - Add a travel radius if you have a business that only travels a certain distance from your base location. Enter the maximum distance you are willing to travel.
3. Service Area - List the specific areas you service (one per line). Can be regions, towns or suburbs
4. Exceptions - List any areas within your radius that you don't service (one per line). Can be regions, towns or suburbs you do not service.

Remote/Online Business

No settings required.

Step 5: Save the Location

Click Save to apply your updates.

FAQs for setting your location

Q. Can I add multiple locations?

Yes, add as many as needed.

Q. Can I edit or delete a location?

Yes — all locations can be updated or removed anytime.

Q. Do changes apply immediately?

Yes, once you click Save.