Branch & Business Setup
- Branch Creation & Configuration
- Create new branches with name, code, and location details
- Edit existing branch information
- Maintain branch contact details (phone, email, address)
- Store branch-specific identifiers for operations
- Activate or deactivate branches as needed
- Multi-Branch Management
- Manage multiple branches from a single system
- View and switch between branches
- Assign services, products, and employees to specific branches
- Support branch-based operations (bookings, orders, reports)
- Maintain separate operational data per branch
- Enable scalable business expansion across locations
- Default Branch Settings
- Set a default branch for the system
- Use default branch in bookings, orders, and reports
- Auto-select default branch in workflows when not specified
- Update default branch based on business needs
- Business Information Management
- Maintain core business details (name, contact info, address)
- Configure country, timezone, and currency settings
- Set currency position and formatting
- Define invoice-related details (terms, notes)
- Manage business-level email and support contacts
- Branding & Identity
- Upload and manage business logo
- Upload dark/light versions of logo if needed
- Set favicon for web interface
- Configure branding for invoices and communications
- Ensure consistent business identity across platform
- Operational Integration
- Use branch data in bookings and scheduling
- Link employees and services to specific branches
- Apply branch filters in reports and analytics
- Support branch-based financial tracking (income, expenses)
- Enable location-specific operations and management
- Administrative Control
- Centralized management of all branches and business settings
- Keep business structure organized and scalable
- Support growth from single-location to multi-location operations
- Maintain consistent configuration across all modules
- Provide a strong foundation for operations, reporting, and branding