Step 1 : Set up your Branch Settings

Configure your branch information to ensure your business details, schedule, and location settings are set up correctly. Complete these settings for each branch if you operate multiple locations.

 1. Open Branch Settings

• Click the Menu (three lines) in the top-left corner.
• Select Branch Settings.
• Repeat these settings for each branch if you have multiple locations.

2. Enter Branch Information

• Enter your Branch Name.
• Add the Contact Phone for current customers.
• Enter the Customer Email.
• If applicable, enter your Sales Tax Rate.

3. Configure Schedule Settings

• Set the Start Time and End Time for your scheduling calendar.
• These hours determine what is displayed on the schedule.
• Adjust the hours to match your normal business operations.

4. Complete Additional Settings

• Enter your Paychex Client ID, or 0 if you do not use Paychex.
• Select your business Time Zone.

5. Save Your Changes

• Click Save to apply all Branch Settings.

Notes

• The Contact Phone is for existing customers, not your sales line.
• Changing the schedule hours only affects the hours displayed on the scheduling calendar.
• If you have only one business location, you only need to configure one branch.