Setting up a new branch

Before the first mother arrives, the centre owner (or an admin with the right permissions) sets up the branch in the portal. Doing it in this order saves going back: each step uses things created in the step before.

Checklist

1. Branch. The centre owner adds the branch (Branch A) with its name and code, and can turn on two-factor authentication. See Branches and Two-factor authentication.
2. Roles, then staff. Create the roles first: what each role can log in to, and what it can do. Then add staff by phone number and give each one a role. New staff finish their own account setup on their first login. See Staff roles, Staff and Roles & access.
3. Room types, then rooms. Add the room types, then each room (Room A, Room B…) with its type. See Room types and Rooms.
4. Benefits. Add the services (for example a massage, with daily slots) and products that packages include. See Benefits & bookings.
5. Packages. Add each package (Package A…) with its price, number of days, room types and benefits. See Packages.
6. Activities. Add the care activities staff will record, often from the Featured Templates: their fields, alert ranges and reminder options. Branches with Baby Overview also choose what the Room Dashboard cards show. See Activities.
7. Content. Upload the handbook, add guides to Mom's Guide, build feedback forms and publish the guest services mothers can request. See Handbook, Mom's Guide, Feedback and Guest services.
8. Settings. Choose the fields on the intake forms (Setting → Intake Forms) and the app options (Setting → App), such as the reception phone numbers for guest service. See Registration and App settings.
9. Go live. Share the registration link with mothers. See A mother's stay, step by step.

tip

Packages list the benefits they include, so add benefits before packages.