Add a branch and distinguish account-wide settings from settings for a single establishment.
Who this guide is for: owners and managers. Before making changes, make sure the correct establishment is selected.
Before you begin
- Sign in to the appropriate workspace and check the establishment name at the top of the page.
- Prepare the information you will enter. Payment and integration settings also require the provider's connection details.
- If an option is missing, check your plan and your role's permissions.
Setup steps
- Open Settings. The establishment list is available to the owner.
- Create a branch. Enter its own name, address and opening hours.
- Switch the active establishment. Menu, inventory and staff are set up separately.
- Review shared sections. Plans and profile settings belong to the account; do not copy them manually.
Check the result
A new branch starts empty without another establishment's menu or stock; switching restores each establishment's saved data.
Troubleshooting
- Refresh the page and select the establishment again. Some data is only shown for the selected establishment.
- Check required fields, phone number format, dates and numeric values. Save errors appear on the right below the header.
- Do not create a duplicate just because a response is slow. Open the list first and check whether the record has already been created.