Branch Configuration Guide

This document provides detailed steps to manage branch or tenant-level configurations. These settings include various branch-specific details such as contact information, logos, and billing details, which are crucial for accurate representation and communication.

Step 1

Access the admin section to view branch or tenant-level configurations. This section allows you to configure key information that identifies each branch.

Step 2

Search for the tenants to see a list of all branches. To modify a specific branch, such as 'Mulund,' select it. You have the option to upload a custom logo if the branch has a different brand identity.

Step 3

Assign an identifiable branch name and configure additional settings such as primary and secondary languages, contact numbers, email addresses, and website details.

Step 4

Enter required details such as the website, tax or billing number, and time zone. This ensures accurate operational settings for the branch.

Step 5

Provide the branch address, including a Google Map location for precision. Set the billing name as it will appear on member invoices, ensuring clear identification of the billing entity.

Step 6

If the branch is integrated with an external system, input the external billing number. For multi-group or franchise operations, select the appropriate franchise group. Additional legal details such as the EBN number or company number should also be included.

Step 7

Finally, determine the center status for the branch to complete the configuration process.

Updated on: 04/12/2025