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 is also where you set up the supported payment gateways that you have integrated with the system.

Advanced Branch Settings

This section lets you manage some additional branch settings.

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.

Once you are done making any changes, click the blue “Save” button located at the bottom of the page, highlighted in orange, 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 you can add to your website.

 

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 for before and after pickup. Here is where you would set if you would want a down payment on your rental. To do so, you would put the percentage amount of the down payment that you required in the “Percentage on Schedule” field in the “Schedule Before Pickup” Section highlighted in orange in the picture below.

 

Once you are done, click on the blue “Save” button to save the changes made to this page.

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