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If your business has multiple locations that share the same website and pricing, branches let you route enquiries to the right team. Families choose their nearest location when submitting the contact form, and the notification goes to that branch’s recipients. To manage your branches, go to Settings → Branches.
Branches are for locations that share the same estimator and pricing. If your locations have different pricing or separate websites, they need their own estimator setup, contact us and we’ll arrange that for you.

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When to use branches

Branches are useful when you have:
  • Multiple offices, chapels, or regions serviced by different teams
  • A single website where families from different areas all land
  • Different phone numbers or email contacts per location
Each branch can have its own notification email addresses and phone number, so enquiries reach the right people without anyone needing to forward messages.

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Setting up branches

1

Go to Settings → Branches

You’ll see an explanation of when branches are useful and a button to add your first one.
2

Add a branch

Click Add your first branch (or + Add branch if you already have some). Enter the branch name, notification email addresses, and an optional phone number.
3

Repeat for each location

Add a branch for every location you want families to be able to select.

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Customising the label

Different businesses call their locations different things. You can choose the term that feels right for you: This setting appears once you’ve added at least one branch. Change it at any time, it updates immediately for new visitors.

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What families experience

When branches are configured, families see a dropdown at the top of the contact form asking them to select their nearest location (using whatever label you’ve chosen). Their selection is included in the enquiry, and the notification email is sent to that branch’s recipients. If a family doesn’t select a branch, the notification goes to your main recipients configured in Settings → Notifications.

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Branch notification emails

Each branch has its own list of notification recipients. When a family selects that branch, the enquiry notification goes to those addresses. You can also set a phone number per branch. If no phone is set for a branch, your main business phone number is used instead.

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Editing and removing branches

Click the pencil icon next to any branch to edit its name, notification emails, or phone number. From the same dialog, you can remove a branch if it’s no longer needed.
Removing a branch doesn’t delete any past enquiries associated with it, those are kept in your records. It simply removes the branch as an option for future families.

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Filtering enquiries by branch

Once you have branches, a branch filter appears on your Enquiries page. Use it to view enquiries for a specific location, or leave it on “All” to see everything.