Pro plan. The Pro plan, and only once you have more than one location: with a single location the role would mean the same as seeing every booking. Compare the plans.
When you need it
- You have more than one branch, each with someone in charge of it.
- One branch’s staff should not see another branch’s bookings or customers.
Before you start
- You need at least two locations before the role is offered. With one location, Everything at their location would say exactly what seeing every booking already says.
- A branch manager is different from a team manager: a team manager looks after a group of people wherever they work, a branch manager looks after a place and everyone in it.
Step by step
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On the Locations tab, check who works at each location. That is what a branch manager looks after.
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Open Team → Roles and, under Each person’s role, choose Branch manager for them.
[Screenshot to come] It will show: The “Each person’s role” list with Branch manager chosen for one person, and the roles shown in the dropdown.Choosing Branch manager for someone on the Roles tab. (Team and locations → Team → Roles) -
Tick the locations they look after, and press Save locations.
[Screenshot to come] It will show: The locations ticked for that branch manager, with the Save locations button.Ticking the locations a branch manager looks after. (Team and locations → Team → Roles) -
Invite them to sign in, on Team → Sign-in. They then see and change only the bookings, people, hours and reports at their locations, and never your settings.
Tips
- Someone can look after more than one branch: tick as many locations as you need.
- Keeping branches apart is a data-protection point, not just tidiness: a manager in one town has no business reading another town’s customer details.
- If someone needs to see everything but change no settings, the Viewer role suits better.
Common problems
Branch manager is not in the list
You have only one location, so the role is not offered. Add a second location and it appears. Someone who already holds the role keeps it either way.
“Choose at least one location they look after.”
A branch manager without a location would look after nothing. Tick at least one and save again.
They cannot see a booking you expected
The booking belongs to a location they do not look after, or has no location on it. Open the booking and check.
They say settings are missing
That is right: branch managers never reach your settings. Someone who needs those should be an Admin instead.