Branches
Updated over a week ago

Branches are a way to segment a single practice into multiple separate branches. For example, if you have multiple offices whose clients and users do not overlap, you can divide these offices into Branches to separate their clients and users.

Branches still share the same Practice Settings and Templates, but their Client List and Users are separated.

The Super Admin can see all clients, users, and contacts across all branches. Below is a quick tour of how branches looks to a Super Admin:

If you are interested in getting started with Branches, please contact the Keeper team.

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