Learn how to add, update, and manage locations in Visitly. 

Adding A Location

1. Go to Locations from your Visitly Dashboard.

2. Click Add Location in the top-right corner.
3. Complete the fields in the Create Location pop-up.

 ⭐ Tip:  Copy settings from an existing location to clone its configurations including look and feel, visitor types, document templates, and notifications. You can adjust these settings after adding the new location.

4. Click Save.

Updating General Location Information

1. Go to Locations from the Visitly Dashboard.

2. Select Edit on the location you wish to update.

3. Make any necessary updates to the fields provided.

Toggle specific features on or off using the options on the right side of the screen.

For Privacy Documents, ensure the document you want to select has been created beforehand. To do so, visit Updating Document Templates.

 ⭐ Note:  For the Retention Period, visits older than the set retention period will be permanently deleted. Leave blank or set to "0" to keep records indefinitely. Use this setting carefully.

4. Click Save to apply changes.

Updating Location Settings

To access and update location settings, go to the Locations page. Use the left panel to manage specific settings for each location.