Add a branch office

Mike Jackson

Last Update 3 years ago

If you have more than one office, you can create additional branch offices and provide information to your clients about those branch offices in your correspondence with them.

  1. (if not already in the Settings - Profile window) Click "Practice" to deploy the Practice menu. Click "Settings" to deploy the Settings menu. Click “Profile”
  2. To create another office
Click "+ Branch”
  3. Insert the contact information for the branch
  4. Click “Save"

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