How to Manage Branch Contact Details

Recommended for: Owners, admins, and managers Time to complete: 5 minutes per branch

Each branch should have accurate customer-facing contact details so customers call the right location and staff know which branch is active.

What to Keep Updated

  • branch phone number

  • branch address

  • any local contact details customers rely on

Good Practice

  • use the direct branch number where possible

  • review branch details after relocations or phone changes

  • make sure each branch is distinct in a multi-site setup

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