Manage Your Branch Offices on Mobile

Manage Your Branch Offices on Mobile

This topic describes how to manage your branch offices on mobile. Easily switch between locations, access key information, and stay on top of client, staff, and scheduling tasks, all from the convenience of your mobile device.


Keywords: branch offices, mobile app, coordinator access, switch branches, client details, staff management, calendar access


Branch Office Access
If you are a coordinator (admin) logged in at head office, you can view and manage all branch offices directly from the mobile app. 

Tap the More button in the upper right corner of the app, then go to Settings to see a list of branch offices.

Switch Between Branches
Select a branch office to instantly refresh the app. You will be taken to the home screen for that branch, where you can manage the branch.

View Client Details
View clients of the selected branch, including personal and contact details, active quotes, case notes. and more.

Staff Management
See staff members assigned to each branch office, view their detailed profiles, and manage their bookings.

Calendar Module Access
Access staff and client calendars, review related bookings, and assign staff or add attendees for social group events within the relevant organisation.


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