Choose and manage branches
Always establish the current branch before changing local stock, orders or bookings. Removing a branch and permanently deleting it are different actions.
Before you start
Sign in with your own account, select the right business and branch, and check that your role can open the relevant area. Some features require an enabled app and available plan resources.
Follow these steps
- Select the intended business and enter the correct branch from your dashboard.
- Review branch details and assign team access for that location. Check plan limits before adding another branch.
- For removal or deletion, read the exact confirmation and recovery conditions. Use the owner verification required by that action.
Check the result
Reopen the saved record and compare it with the change you intended. A closed window or a success-looking preview is not sufficient confirmation.
If something is not working
If access is missing, ask the owner to review your role and app availability. If saving fails, retain your input, check the connection and inspect the saved record before retrying. For a payment with an uncertain result, check its existing status before initiating another payment.
Availability & important limits
Use only the controls available in your workspace. Availability depends on permissions, enabled apps, your plan and the current environment. This guide does not enable a disabled feature.