Creating an office
- Go to Organisation > Offices.
- Click + Office.
- Fill in the following fields:
| Field | Description |
|---|---|
| Is active | Toggle to enable or disable the office |
| Is virtual | Toggle to mark the office as virtual (no physical location) |
| Name | The display name of the office |
| Description | A description of the office shown to customers |
| External ID | An identifier used for integrations and plugin filtering |
| The contact email address for the office | |
| Phone | The contact phone number for the office |
| Address | Street, City, Postal code, State, and Country |
| Timezone | The timezone of the office |
| Driving directions | Instructions for customers travelling to the office |
| Parking info | Information about available parking |
- Click Save.
When you enter a complete address, a map is automatically generated showing the office location.
Assigning Agents to an office
- Go to Organisation > Offices.
- Select the office.
- Go to the Contacts tab.
- Click + Add contact.
- Search for the Agent by name or email.
- Select the Agent and confirm.
Only users with the Agent role appear in the search results.
Assigning Office Managers to an office
- Go to Organisation > Offices.
- Select the office.
- Go to the Office Managers tab.
- Click + Add Office Manager.
- Search for the Office Manager by name or email.
- Select the Office Manager and confirm.
Only users with the Office Manager role appear in the search results.
Editing and deleting offices
- To edit an office, select it from the list, update the fields, and click Save.
- To delete an office, select it from the list and click Delete. Confirm the deletion.
Office Managers can edit office settings (such as location details and planning rules) but cannot create or delete offices. Only Administrators can create and delete offices.