This is a step by step guide on how to add a branch to your agency’s Canopy HQ account. This will help you manage and organise RentPassports™ across your business.
After logging into Canopy HQ, you will be able to see the option "+ Add Branch" on the dashboard.
Alternatively, you can select the 'Branches' tab on the navigation column and click"+ Add Branch" on the top right.
A pop-up box will appear and allow you to enter the branch details such as name and contact phone number.
You will now be required to enter the branch address. To assist you we have created pre-populated addresses, simply enter the postcode of the branch and then select your address from the drop-down menu.
If the address is not available in the list of pre-populated addresses, you can manually enter the address.
Click "Save" and your branch has now been successfully added to your agency!
Please be aware only team members with Admin access will have permission to add a branch.