Branches

A branch is an office or team within your organization. Each branch has its own contacts, listings, reminders, appointments, and AI conversations, and the records attached to them. Registration creates your first branch with the name you entered; agencies with one office can keep using just that branch.

Organization-wide settings, such as the public website, networking, integrations, custom fields, and form templates, apply to every branch. To move between branches while you work, see Switch branch.

Create a branch

Open Organization > Branches, select Create, and enter a name of 2 to 50 characters that no other branch in your organization uses, the branch’s contact details and address, and its time zone, which is preselected from your device. Use the row menu to rename a branch or change its time zone. Branches cannot be deleted, so check the name before creating one.

Time zones

Each branch has its own time zone. Dates and times on a branch’s records are entered and shown in that branch’s time zone, including when a Director views several branches at once, and a branch’s “today” follows its own time zone. When your device is in a different time zone, times show the branch’s offset from UTC, for example 10 Oct 2026 - 3:42 PM (UTC+2). Your personal calendar on Home is the exception: it is laid out in your device’s time zone.

Plan where records belong

Plan which branch should hold each record before you create it:

• Records cannot be moved between branches.
• Contacts belong to one branch, and only that branch’s records can select them. A contact’s email must be unique within its branch, so a lawyer or contractor who works with several branches needs a separate contact in each one.
• Listing private references are unique across the whole organization.
• A record’s user, a reminder’s user, an appointment’s attendees, and an alert’s user are chosen from users with a permission for the branch and the organization’s Directors.

Archive a branch

When an office closes, delete its users’ permissions for the branch, then choose Archive branch from the row menu. Archiving is refused while any user still has a permission for the branch. If that is a user’s only permission, add one for another branch before deleting it, or archive the user. The organization must keep at least one branch that is not archived.

An archived branch is hidden from the branch switcher and branch dropdowns, and its records become read-only: nothing can be added, changed, archived, or restored in it, including files, photos, and AI conversations. Its records are not archived with it, so reports still count them and Directors can still open them, for example from a report row’s Open action.

Archiving may also disconnect the branch’s integrations and removes its network connections. Listings it published to portals stay live and can still be removed.

Toggle Archived to list archived branches. Use Restore branch to make one available and editable again.