Overview

This section will go over some commonly asked questions regarding adding entities to branches. Please note that branches are only available for Premier accounts.

Add Customer to Branch

To add a customer to a specific branch, start by opening either the Edit Customer or Add Customer pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing customer) or Add (if adding a new customer) to confirm your changes. The example above shows the Edit Customer pop-up window.

Add User to Branch

To add a user to a specific branch, start by opening either the Edit User or Add User pop-up window. In the "Branch" drop-down, select the desired branch from the list of options:

Once selected, click Save (if editing an existing user) or Add (if adding a new user) to confirm your changes. The example above shows the Edit User pop-up window.