Viewing & Editing Location Details

The location detail page gives you a complete view of a location's information, with the ability to edit all fields in place and manage activities at that location.

Accessing the Detail Page

You can reach a location's detail page by:

• Clicking on a location name from the Locations section on a client's detail page.
• Navigating directly to the location's URL.

At the top of the page, you'll see a ← Back link to return to the client detail page.

Page Sections

Location Overview

The overview section displays:

• External Location ID — Your own reference number for this location (displayed in monospace font).
• Name — The descriptive name of the location.
• Contact Name — The on-site contact person.
• Contact Phone — The contact's phone number.
• Google Maps Link — A link to view this location on Google Maps.
• Notes — Notes visible only to your team.

Address

Shows the location's full address, including:

• Street Address — The street name and number.
• Address Line 2 — Building, floor, or apartment info.
• Postal Code — The postal or ZIP code.
• City — The city name.
• Country — The country.

Coordinates

If the address has been validated, this section shows:

• Latitude and Longitude — The geographic coordinates.
• A map preview showing the location's position.

You can click Validate Address to (re-)validate the address and update the coordinates. See Using the Address Validation Map for details.

Activities

A list of all activities scheduled at this location. From here you can:

• View existing activities and their status, pricing, and recurrence information.
• Click on an activity to navigate to its detail page.
• Create new activities directly from this location page.
• Delete activities.
• Bulk-remove leftover past activities with Clean up past (see below).

Cleaning Up Past Activities

Over time a location can collect activities that were scheduled in the past, never started, and never made it onto a route — dead rows that clutter the activity list and the planner. The Clean up past button in the header of the Activities section removes exactly those, after you have reviewed them.

Which Activities Are Offered

An activity at this location is offered for cleanup only when all of the following are true:

Rule	What it means
Scheduled in the past	Its scheduled date is before today. Today's and future activities are never offered.
Never started	Its status is still Scheduled. In Progress, Completed, Can't Complete, and Cancelled activities are never offered.
Not on a route	It has not been assigned to any route.
Not invoiced	It does not appear on an invoice (cancelled invoices don't count).
Not a recurring series	The parent record of a recurring series is never offered, because deleting it would also delete its future occurrences. Individual past occurrences of a recurring series are offered and are deleted one by one.

This is what guarantees the cleanup never affects present or future work.

Running a Cleanup

1. Open the location detail page and scroll to the Activities section.
2. Click Clean up past. FlowForth looks up the eligible activities and opens a review dialog.
3. The dialog lists each candidate with its date and title. Occurrences of a recurring series carry an Instance badge.
4. Everything is ticked by default. Untick anything you want to keep, or use Select all to tick or untick the whole list at once.
5. Click the delete button — it is labelled with the live count (for example, Delete 7 activities) and is disabled while nothing is selected.
6. The dialog closes, the activity list refreshes, and a green banner confirms how many activities were deleted.

If there is nothing to clean up, the dialog simply says No past activities to clean up. and offers only a Close button.

Skipped Activities

Every selected activity is re-checked against the rules above at the moment you confirm — so an activity that was put on a route or started while the dialog was open is not deleted by mistake. Any such activity is skipped rather than failing the whole cleanup, and the confirmation banner lists it with the reason:

Reason	Meaning
No longer exists	The activity was already deleted.
Not in the past	The activity was rescheduled to today or later.
Already started or finished	Its status is no longer Scheduled.
Assigned to a route	It was added to a route.
On an invoice	It appears on an invoice.
Recurring series	It is the parent of a recurring series.

warning

Deleted activities cannot be restored. Review the list in the dialog before confirming — everything ticked will be removed.

info

Cleaning up past activities requires the Organization Admin role, the same as deleting an individual activity.

Editing a Location

1. Click the Edit button in the top-right corner of the location section.
2. All fields become editable.
3. Make your changes.
4. Click Save Changes to apply.

The page will return to read mode with your updated information displayed.

Validation

While editing, FlowForth validates your input:

• Name — Required. Every location must have a name.
• Street Address — Required. The street name and number must be provided.

info

The External Location ID field is useful when you use FlowForth alongside another system and need to cross-reference locations. It is also used as the matching key during bulk import.

Deleting a Location

To delete a location:

1. Open the location detail page.
2. Click the Delete button.
3. Confirm the deletion in the dialog.

warning

Deleting a location will also remove all activities associated with it. This action cannot be undone. Make sure you no longer need the location or its activities before deleting.

See also

• Creating an Activity — Schedule a new activity at a location
• Using the Address Validation Map — Validate and geocode a location's address on an interactive map
• Clients Overview — Learn how clients and locations are related in FlowForth