4.7 Company Branches

Company branches are useful in the event that you have more than one location and it manages a different fleet. Clicking on each of the branches will open up a new page where you can manage the settings for the particular branch.

Where can I find this page?

This page is located under the Fleet category in the settings, highlighted in dark blue in the picture below.

How to add a new company branch?

Firstly, click the blue “Add Branch” located on the top right of the page, highlighted in orange in the picture below.

Once you have clicked the button, a new page will appear. This add branch page has 5 sections, Branch Overview, Financial Specifications, Advanced Branch Settings, Text Settings, and Online Bookings. You can expand or hide and each section by clicking on their titles.

Branch Overview

This section lets you manage the generic branch as a whole.

Financial Specifications

This section lets you manage the currencies and taxes that this branch will use. This section also allows you to manage information such as the max day calculation for “location tax” and the “default price per gallon” when charging your client for fuel.

Advanced Branch Settings

This section lets you manage some additional branch settings. Make sure to check all these options as it contains some features that may be important for your reservation process, such as “Logo on bookings”, “Digital Signature on your rental agreement” and the option to “Deactivate” the branch.

Text Settings

This section lets you manage the text settings of the branch such as the branch’s email signature and the text for the digital signature. On the right of the page, highlighted in orange in the picture below, there are variables that you can use for these texts.

Online Bookings

This section lets you manage the text settings that appear when a customer makes an online reservation through the website that you have integrated. Also will provide you different code fields to modify/customize different areas linked to reservation forms. If you need more information about this, please contact one of our support agents on the website chat or by creating a support ticket.

Once you are done making any changes, click the blue “Save” button located at the bottom of the page, highlighted in orange as shown in the picture below.

How to delete a branch?

Firstly, click on the branch you would like to delete. Next, click on the red “Delete” button located on the top right of the page, highlighted in orange in the picture below.

Branch Links

When you click on an existing branch, you will notice a section called links located on the right of the page, highlighted in orange in the picture below.

These links are the reservation process iFrame links that will show you once integrated to your website the reservation process will look like. This is useful in the case you want to have a bigger idea of what your customers will look at when doing a reservation through the website.

Snippet Codes

When you click on an existing branch, you will notice a section called “Website integration” located on the right of the page, highlighted in orange in the picture below. These snippets codes can be used to integrate the HQ booking engine with your website. For more information about the website integration process check the following articles:

Payment Schedules

When you click on an existing branch, you will notice an extra tab “Payment Schedules” located on the top of the screen, highlighted in orange in the picture below.

 

This tab lets you manage the scheduling of your payments before and after the pickup of the vehicle. For more information about the configuration of your payment schedules check this article.

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