Step-by-Step Guide:
There are two ways to access a branch's profile:
Method 1: Through Branches List:
Navigate to the Branches List: From the left-hand menu, select "Branches > Branches List". (Screenshot at 0:05)
Find the Branch: Search for a branch within your list.
Manage Branch: Select the “Manage Branch” Button which are in the center of the specific branch card (screenshot at 0:15)
Method 2: "Switch To Branch":
Navigate the branches, select the “Switch to Branch" Prompt and select to access the branch to review as needed.
(2:05-2:18)
Understanding the Branch Profile View (Screenshot at 0:20):
The branch profile view displays key information about the selected branch.
Profile Information Tab:
Upload Branch Logo: Add a visual identifier for the branch.
Business Name: Display the official branch name.
Legal Name: Display for review and accountability.
Subdomain Name: Verify the correct link to the branch and contact information.
Profile includes a lot of information which will help app’s ability to send out alerts to clients. (0:25-0:40)
**Package Information Tab:**Review all the details for the active customer
Staff Information tab displays contact data related to that area.
Keywords: branches, branch profile, branch information, manage branches, switch to branch, administrator, end users.