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Display by Branch

Only see the installers and jobs relevant to your store/branch.

Scott Harvey avatar
Written by Scott Harvey
Updated over 2 weeks ago

If you're running more then one store from your Clockit account, installers & staff members can now be assigned to specific branches. When a staff member is linked to a branch, they will only see installers from that branch when booking jobs, viewing the calendar (in all views), and using the search function.

First, go to Settings/Manage Branches and click on 'add branch'.

Add the branch name and address and click 'save'.

Tick the 'display layers by branch' and then click 'save display by branch' button. Click the 'edit' button next to the relevant branch.

Add the installers you would like to have assigned to the branch and click 'save'.

You can then attach yourself via settings/my profile and ticking a branch option and clicking 'save' or attaching a staff member by going to settings/staff and doing the same.

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