Set up your institution, step by step. Start here.

How to Manage Branches

Record your campuses and centres so batches and attendance sessions can be assigned to a specific location.


A branch is a physical location you operate — a campus, a centre, a study hall. Recording them lets you assign batches and attendance sessions to a specific place, so you can tell which centre a class or a student belongs to.

The Branches tab showing the empty state before any branch is created

Open it from the left sidebar: Organization, then the Branches tab. The panel is headed Branch ManagementManage your organization's physical locations and branches.

Skip this if you teach entirely online. Branches only earn their keep when you run more than one physical location. Before you add any, the tab reads No branches found — Create your first branch to start managing multiple locations.


Adding a Branch

Click + Add Branch at the top right to open Create New Branch.

Required fields — all marked with an asterisk:

Field What to enter
Branch Name How staff will recognise it — Main Campus, Downtown Branch, etc.
Address Street address
City City
State/Province State or province
ZIP/Postal Code Postal code
Country Country

Optional fields:

  • Phone Number — a direct line for this location.
  • Email — an address for this branch, such as branch@example.com.
  • Description — a short note, useful when two branches have similar names.

Main Branch — tick this for your primary location. The branch list then shows a Main marker against it.

Click Create Branch. You will see Branch created successfully.


The Branch List

Once you have branches, the tab shows a table:

Column Contents
Branch Name The name, with a Main marker on your primary location
Location The address you entered
Contact Phone and email, if provided
Status Whether the branch is active
Created When it was added
Actions Edit and delete

Editing and Deleting

Edit opens Edit Branch with the same fields pre-filled. Change what you need and click Update Branch — you will see Branch updated successfully.

Delete asks Are you sure you want to delete this branch? before removing it, then confirms Branch deleted successfully.

Add branches before creating batches and attendance sessions. Those are assigned to a branch when created, so a location that does not exist yet cannot be chosen — and existing sessions are not moved for you afterwards.


Troubleshooting

What you see What it means
No branches found None created yet — this is the normal starting state
Create Branch does nothing A required field is empty. Check Name, Address, City, State/Province, ZIP and Country
Failed to create branch The save did not go through — check your entries and try again
Two branches both look primary Main Branch was ticked on both. Edit one and untick it
A branch is missing from a batch or attendance form It was created after that record. Branches only appear in forms filled in afterwards
#organization #branches #locations #campus #attendance