Multi-Branch Setup Guide

Overview

Every branch has its own subdomain and its own admin dashboard (branchslug.yourbooking.au/admin). The fastest way to set everything up is:

Pick one branch as your template branch and configure it fully using the single-practice setup guides.
At the template branch, use the "Sync to branches" buttons scattered through the dashboard to copy the configuration to all your other branches in one click.
Visit each branch once to finish the handful of things that are branch-specific (optometrist photos, Google review link, and so on) and then turn on online booking.

Online booking is off at every new branch, so you can take your time without patients seeing an unfinished page.

If your branches have separate Optomate databases, the sync buttons below aren't available — please set each branch up independently using the single-practice guides, and get in touch if you'd like help.

Step 1: Set up your template branch

Pick one branch to set up first. Everything else will be copied from there. Log in to that branch's admin dashboard and follow the normal single-practice guides:

Core setup — appointment types, optometrist profiles, booking rules, patient registration, availability, domain, and so on. See the Setup Guide.
Reminders & recalls (if included in your plan) — see Reminders Setup.
Feedback (if included in your plan) — see Feedback Setup.
Follow-up emails (if you want them) — see Follow-up Emails Setup.

Take your time — this branch is the blueprint for every other branch.

Step 2: Copy to your other branches

Once the template branch is fully configured, log back in to it and use the "Sync to branches" button on each of the panels below. Each button opens a short dialog where you confirm the push. All the buttons work the same way: they overwrite the corresponding settings at every other branch in your business.

Where to find it	What it copies
Appointment Types tab	Public names, descriptions, eligibility flags (N/R/I), age limits, active/inactive state, display order, and shared-resource links (matched by name)
Settings page	Booking rules, patient registration defaults, availability tuning, SMTP email settings, domain settings, agent alert preferences, and confirmation / recall notice text
Reminders → Templates	Message templates (SMS, email, letter)
Reminders → Recall Rules	Recall rules and any follow-up steps
Reminders → Recall Template Mappings	Which recall types use which templates
Recall Mappings	Recall-type → appointment-type mappings and hidden/excluded recall types
Reminders → Feedback	Feedback schedule, template, appointment-type filter, and domain policy

A few settings don't need a button — they copy across your branches automatically the moment you change them at one branch:

Recall allowed channels (SMS / Email / Letter / Telephone) — these mirror an Optomate permission that applies to every branch sharing the database, so toggling one branch updates them all.
Feedback reply-notification email — the address that receives patient replies to feedback requests.
SMS opt-out — when a patient replies STOP at one branch, we record the opt-out at every branch in your business so they aren't messaged again anywhere.

Step 3: Finish the per-branch items

A few things legitimately differ between branches and need a quick visit to each branch's admin dashboard:

Optometrist photos — upload a headshot for each optometrist in the Optometrists tab. If the same optometrist works at more than one branch, upload the photo at each branch.
Shared resources — visual field machines, consultation rooms, and other equipment are physical to a location. Create the resources at each branch in the Appointment Types tab. When you synced appointment types in Step 2, any shared-resource links were matched by name, so if every branch has a resource called (for example) "Visual Field", the assignment was copied across.
Google review link (if you use Feedback) — each branch has its own Google listing, so paste the branch's Google Place ID into the Feedback panel at each branch.
Compliance acceptance (if you use Feedback) — the person responsible at each branch needs to accept the compliance statement at their branch.
Branch contact details — confirm the branch address, phone, and email in the Business panel at each branch (these are used on the booking page and in emails).

Step 4: Turn on online booking at each branch

When a branch is ready:

Log in to that branch's admin dashboard
Go to Settings > Booking Rules
Turn on Online booking enabled and save

You can go live at one branch while you're still working on another — each branch is controlled independently.

Adding a branch later

Get in touch — we'll add the branch to your business.
Install the agent at the new location (see Installation Guide).
Log in to the new branch's admin dashboard.
In Appointment Types, click Sync from Optomate so the appointment types from the new branch's Optomate are imported.
Visit each of the panels in Step 2 and use the "Copy from another branch" option inside each Sync to branches dialog to pull in the configuration from an established branch.
Finish the per-branch items from Step 3, then turn on online booking.

Website integration

Your business has a single booking URL that handles every branch:

https://yourbusiness.yourbooking.au

When an existing patient identifies themselves, the system automatically routes them to their usual branch. New patients see a branch picker so they can choose where to book.

If you'd like to embed the booking page inside your own website, get in touch and we'll send you the embed code for your setup.

Manage links

The manage link in a patient's confirmation SMS or email is tied to the branch where the appointment was booked. The patient can confirm, cancel, or reschedule from that link within that branch.

If a patient needs to switch branches, they should cancel the existing appointment and book a new one through the main business booking page.

SMS number

A single SMS number can be shared across all your branches — we set this up for you when your business is created, and it applies to every branch automatically. If you'd like a dedicated number at a particular branch instead, let us know.