Branch Settings

Manage the configuration of your Branches here. For multiple locations, create a separate branch for each. If you operate from a single location, only one branch is needed. Any changes made to a specific branch will not affect other branches.

To access this feature, use the search bar in the top banner and look for “Branches”

Create a New Branch

1. Click Create
2. Input Basic Branch Details 

Option	Description
* Name	The name of your branch, visible on the customer-facing website and apps. This can also be included in your email communications.
* Contact Name	The primary contact person for your branch.
* Email	Your branch’s main email address.
* Phone Number	The primary phone number for your branch. This can also be included in your email communications.
* Country	The country where your branch is located.
* State	The state or region of your branch.
City	The city where your branch is located.
Zip Code	The postal code for your branch’s location.
Address	The full street address of your branch.

* Denotes required input. 

3. Click Save

Branch Details

1. Input Additional Branch Details 

Slider	Description
Shop Online	When turned on, your customers will be able to shop online from your products, services, packages.
Book Online	Enable this option to allow customers to book appointments online for this branch.

2. Click Save

Branch Schedule

Set your branch’s operating hours here.

1. Select Add next to the desired day of the week to set your operating hours.
2. Choose the start and end times for that day. 
3. If you have a break during the day, click ‘Add’ again to enter additional hours. For example, you can set 7 AM to 11 AM as the first interval, and 2 PM to 8 PM as the second.
4. Click the ‘X’ to delete any time intervals you’ve added that you no longer need.

Adding Staff to Schedule

Set your Employee Schedule here by adding all employees working on each day. You have two options:

Recurring Event: This option repeats the schedule weekly.

One-Time Event: This option applies only to the selected day.

Choose the option that best fits your scheduling needs.

Recurring Event

Example: Adding an Employee with a Recurring Schedule (9 AM – 3 PM Every Monday)

1. Click the white space under Monday.
2. Select Add Recurring Event.
3. Search for and select the desired employee.
4. To make this employee available for appointments, keep the Add to Appointment Book toggle turned on. If the schedule is for internal purposes only and this employee is not available for appointments, switch the toggle off to exclude them from the appointment book.
5. By default, the branch hours (9 AM – 5 PM) will be displayed. Since this employee has different hours, click the ‘x’ next to the default hours.
6. Set the new hours by selecting 9 AM as the start time and 3 PM as the end time.
7. Click Save. 

The employee will now be scheduled and viewable in the appointment book every Monday from 9 AM to 3 PM.

One-Time Event

Example: Adding an Employee who is covering this Tuesday and working the full day for a staff member who called out.

1. Click the white space under Tuesday.
2. Select Add One-Time Event.
3. Search for and select the desired employee.
4. Select the type of one-time event. 
5. To make this employee available for appointments, keep the Add to Appointment Book toggle turned on. If the schedule is for internal purposes only and this employee is not available for appointments, switch the toggle off to exclude them from the appointment book.
6. By default, the branch hours (9 AM – 5 PM) will be displayed. Since this employee is working the full day you will keep those hours.
7. Click Save. 

The employee will now be scheduled and viewable in the appointment book only from 9 AM to 5 PM this Tuesday.

Branch Promotions

Manage all your Branch Promotions here, both for internal use and, if applicable, your online store. This tab displays the promotion name, where it’s enabled, the discount offered, and provides options to edit, limit by users, or remove each promotion.

Creating a New Promotion

1. Click Create
2. Input Promotion Details 

Name	Description
* Description	A brief description of the promotion, visible only in this view for internal reference.
* Type	Choose whether the promotion offers a percentage discount or a fixed amount off.
* Amount	Specify the discount amount.
* Places	Select where the promotion is applicable: “Desk” for internal use only, or “customers” for enabling it in your online store. You can also choose both.
Date Start	Set a start date for the promotion if it’s available for a limited time.
Date End	Set an end date if the promotion is time-limited.
Start Time	Set a specific start time for the promotion.
End Time	Set a specific end time. If no time is set, the promotion will end at 12:01 AM after the end date.
Customer Code	If the promotion applies to your online store, enter the code customers will use to redeem the offer.

* Denotes required input. 

3. Click Save

Limiting a Promotion by Users

If desired, you can restrict access to specific promotions for certain users. By default, all users have access to any newly created promotion. To limit access, click the three-dot menu, navigate to the ‘Users’ option, and select which users you want to grant access to.

Branch Users

This is a list of users with access to this branch. Their specific access rights depend on their assigned permissions. You can add or remove Branch Users from this list in this tab. 

Related Information

User Branch Permissions

Appointment Status

Personalize your appointment book by assigning Appointment Status Colors. For each status, you have two configuration options: one for first-time customers who have never completed a transaction with your business, and another for returning customers who have previously made a transaction. Set distinct colors for both categories to easily differentiate between new and existing customers.

Appointment Statuses:

Created: Set the colors for new and existing customers with appointments that are created but not yet confirmed, checked in, or checked out.

Confirmed: Set the colors for new and existing customers who have confirmed their appointments.

Checked In: Set the colors for new and existing customers who have been checked in by your staff, making it easy to distinguish between those who have arrived and those still pending.

Sale on hold: Set the colors for new and existing customers who are already checked in but have an open transaction, indicating that their checkout is still pending.

Completed: Set the colors for new and existing customers who have been checked out, signaling that their appointments and transactions have been fully processed.

Default Appointment Colors

InFlo comes with the following default color configurations for easy appointment tracking:

Color	Description
	Indicates new or existing customers who have been checked in by your staff.
	Indicates new or existing customers who have completed their appointment and checked out.
	Represents a confirmed appointment for an existing client.
	Represents a confirmed appointment for a new client.
	Shows an appointment that has been created for an existing client but not yet confirmed.
	Shows an appointment that has been created for a new client but not yet confirmed.
	Represents an appointment with a pending sale, applicable to both new and existing clients.

Assigning Appointment Colors

1. Click Details next to the status you would like to edit.
2. Select the Background Color using the color scale for existing customers.
3. Select the Background Color using the color scale for new customers.
4. Click Save.

Appointment Notifications

Manage Appointment Notifications that let customers confirm or cancel their appointments. Also, manage form reminders for customers with pending forms. Send unlimited emails, 2 SMS messages under your InFlo monthly plan, or unlimited SMS and/or WhatsApp messages with Twilio and/or WhatsApp integrations.

Creating a New Appointment Notification

1. Click Create 
2. Select the Type of communication
3. Input the Details 

Option	Description
* Hours	Set how many hours before the appointment customers will receive this communication.
* Subject	For emails, define the subject line. Use the multi-language feature to send messages in customers’ preferred languages.
*Content/Message	Craft the message content. Enable the multi-language feature to provide it in customers’ preferred languages.

        * Denotes required input. 

4. Click Save

Quick Notifications

Streamline customer communication with Quick Notifications—pre-set messages sent with one click from the appointment side panel. Examples include sharing your address, website, or checking if a Customer is nearby. Send via email or, if enabled, SMS, WhatsApp, or push notifications through the Customer app.

Creating a New Quick Notification

1. Click Create 
2. Select the Method of communication
3. Input the Details 

Option	Description
* Name	The name of your quick notification, visible only to your staff. Enable the multi-language feature to allow your staff to view this information in two different languages
Description	A brief description of the quick notification, visible only to your staff. This can help your staff easily determine the purpose of the quick notification. Enable the multi-language feature to allow your staff to view this information in two different languages
* Content	Specify the content of the message. Enable the multi-language feature to allow your customers to receive this information in their preferred languages

* Denotes required input. 

4. Click Save

Shipping Settings

Here, you can define shipping options for your online store.

Create a New Shipping Method

1. Click Create
2. Input Shipping Details 

Option	Description
* Name	Enter the name of your shipping method, which will be visible to customers during checkout.
* Description	Provide a brief description of the shipping method, also visible to customers at checkout.
* Amount	Specify the cost for this shipping method.
Pick Up Toggle	Enable this toggle if the method is for pick-up only.

* Denotes required input. 

3. Click Save

Taxes

Define the taxes your company needs to charge and assign them to specific items. Create as many taxes as needed, such as state and federal taxes, or any other taxes required by your region.

Create a New Tax

1. Click Create 
2. Input the Name
3. Input the Amount, this is a percent. 
4. Click Save

Select Taxed Items

1. Click the  3 Dots Icon  next to the tax you want to add items to.  
2. Select the Category (Products/Services/Package)
3. Select all the Items you would like this tax to apply to