Adding and managing branches

If you operate from more than one location, add each one as a branch — one card and one dashboard still cover all of them.

Add a branch

1. Go to Settings, then Branches

   This is where branches are added, edited, and archived.

2. Enter the branch name and address

   This identifies the branch across your dashboard and reports.

3. Set its map coordinates

   These feed the wallet geofence later — see branch location and geofence.

4. Save

   The branch is now available to assign staff to, and to scan against.

The first branch you add becomes your primary branch. If you need to make room for a new one, archive an existing branch — archiving frees up a cap slot.

Every branch you add shows up across your dashboard and reports — staff can be assigned to a specific branch, and analytics can be viewed per branch once you're on a paid plan. One loyalty card still works across every branch, so a customer doesn't need a separate card for each location.

Next steps

• Set up branch geofencing
• Assign staff to a branch
• Compare plans