The Branch Manager feature enables you to effortlessly and efficiently manage your business branches.
Note: This feature is exclusively available for V3 desktop, accessible only for the SuperAdmin in the Primary branch. The Growth Plan is required for the primary branch, while branches can opt for Basic and Pro plans.
Start by setting up branches using your primary account.
Navigate to Addons > Click the Branch Manager.
Click the Manage button.
Create a new branch by clicking on the "+ New Branch" button.
Select your new branch's subscription plan. Once you've selected a plan, click on "Continue."
Next, fill out the following information regarding your business branch.
Branch Avatar - this is an avatar for identifying which branch you're currently logged in. This is not your company logo and avatar will not show up on paperwork.
Your New Branch Name - this is a branch nickname for identifying which branch you're currently logged in. This is not your company name. The branch name will not show up on paperwork.
Company Name
Company Email
Company Phone
You can upload your branch avatar during this process or choose to upload it later.
Select the template from your primary account that you want to copy to your branch.
This helps reduce the need to copy and paste the templates.
Once you have finished, click "Activate Plan and Create Branch."
You will then proceed to the payment stage. You can either use an existing card or add a new one. Your main branch and other branches are billed separately.
Once a branch is successfully created, you can locate it in the Manage Branches settings.
Manage Branches
Here is where you can assign a user to your branch, assign branch color, edit your branch name and avatar, and archive or delete your branches.
To assign a user, click on the "+" icon under the Assigned Users column. Then, choose the user you want to assign to your branch.
Another method for assigning a user to a branch is by navigating to Settings > click on the Users tab > select a user and click Edit > then click the "+" icon on the Branches section.
When you assign a user from your main branch to your other branch, the system will automatically add them as a user in branch 2; there's no need to create a separate email / user.
The user's role and permissions in the primary account will be the same in the branch. You have the option to change them once you have logged into the branch.
The user will use the same username and password to access both the primary account and the branch.
You cannot unassign a user if they are still assigned to a schedule in another branch.
To implement color coding to your branch, click the dropdown menu in the Branch Color column. You can then select from the available colors listed there.
Click on the 3 dots, here you have the option to:
Edit - in the "Edit Branch" modal, you can add a new branch avatar, delete the existing one, and modify your branch name.
Archive or Active
Archive your branch by navigating to the Active branch page and selecting "Archive"
Unarchive your branch by navigating to the Archive branch page and selecting "Active."
Delete - You will need to contact support to delete your branch.
Access your Branch
You can access multiple branches using one browser. To access your branch:
Click on the account dropdown in the upper-right corner of your screen, and then select the branch you wish to access.
The branch you selected will open in a new tab, allowing you to work on both branches simultaneously.
You can identify the current branch by checking the avatar and branch name displayed in the upper right corner.
If you have any questions, please feel free to contact support.