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Setting Up Business Locations

Add your office addresses so clients can find you and receive leads from your service areas.

Brandon Austin avatar
Written by Brandon Austin
Updated today

Quick Answer

Add your office locations in the Locations tab to help clients find you and enable geographic lead matching. Each location you add creates a 75-mile service radius for receiving client referrals. Location is optional—you can operate without any locations if you're fully remote.


Overview

Your business locations serve two important purposes on Heritage Web. First, they tell potential clients where to find you. Second, they power the geographic lead matching system—when someone submits a referral request, the system matches them with professionals within 75 miles of their location.

You can add unlimited office locations to your Profile. Each location gets its own matching radius, expanding your potential service area. Even if you hide your location from the public listing, it still works for lead matching.


Step-by-Step Instructions

Step 1: Access Your Locations

  1. Log into your Heritage Web dashboard.

  2. Click My Profile in the left navigation.

  3. Click the Locations tab (third tab).

  4. You'll see the Business Location(s) section.

Step 2: Add a Location

  1. Click Add Location + to create a new location block.

  2. A new empty location appears (labeled "Location 1", "Location 2", etc.).

Step 3: Enter Your Address

Complete the following fields:

Field

Required

Description

Street Address

Yes*

Your office street address

Country

Yes*

Select from dropdown

State/Province

Yes*

Select from dropdown (populates after country)

City

Yes*

Enter city name

Zip/Postal Code

Yes*

Enter zip or postal code

Phone Number

No

Office phone number

Fax Number

No

Office fax number

*Required only if you're adding a location. You don't have to add any locations.

Step 4: Add Hours of Operation (Optional)

  1. Click the + button next to any day to add hours.

  2. Set your opening and closing times.

  3. Add multiple time slots for the same day if needed (e.g., closed for lunch).

  4. Leave days blank if you're closed.

Step 5: Set Visibility

Toggle the Visible badge to control whether this location appears on your public listing:

  • Visible (ON): Address and contact info shown publicly

  • Hidden (OFF): Location hidden from public, but still used for lead matching

Step 6: Save Your Changes

  1. Review your location information.

  2. Click Publish Draft to submit your changes.


Important Notes

  • Location is optional—remote-only professionals can skip this section entirely.

  • Each location creates a 75-mile matching radius for lead referrals.

  • Hiding a location doesn't stop lead matching—it still works in the background.

  • Free vs. Sponsor: Free listing contact details (address, phone) require visitor login. Sponsor listings display contact info publicly.

  • Hours of Operation are always visible regardless of tier.

  • You can add unlimited locations to expand your service coverage.


FAQs

Do I need to add a location?

No. Location is optional. If you're a fully remote professional serving clients nationwide, you can leave this section empty and request a custom service area instead.

What if I hide my location—will I still get leads?

Yes. Hidden locations still work for geographic lead matching. This is useful if you want privacy while maintaining lead flow from your area.

Can I have multiple office locations?

Yes. Add as many locations as you have offices. Each location gets its own 75-mile matching radius, expanding your total service coverage.

Why do clients have to log in to see my contact info?

Free listings have contact details behind a login wall. Upgrading to Sponsor makes your full contact information visible to everyone without login.

How do I delete a location?

Click the trash icon (🗑) next to the location you want to remove, then click Publish Draft to save changes.

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