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:

1. Pick one branch as your template branch and configure it fully using the single-practice setup guides.
2. 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.
3. 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.

Admin and staff always sign in at a branch’s own address. If someone goes to /admin or /staff on your group booking address (yourbusiness.yourbooking.au) instead, they see a list of your branches, each linking to that branch’s own sign-in — including branches not yet open for booking.

If your branches have separate practice-management databases — always the case with Sunix Vision, and true of some Optomate setups — 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. Tip: use the AI appointment-type setup there to configure all your synced types in one pass — you'll copy the result to every other branch in Step 2.
• Messaging, reminders & recalls (if included in your plan) — start with Messaging Setup (the shared foundation), then Reminders and Recalls.
• Feedback (if included in your plan) — see Feedback Setup.
• Pre-visit emails (if you want them) — see Pre-visit 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.

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.

Branding: copy once, or follow the source branch

The "Sync to branches" buttons copy settings as they are now — change the source later and the copies stay as they were. Branding can work the other way, staying in step on its own.

In Branding, the Shared branding card offers Use another branch's branding. Switch it on, pick the branch to follow, and that branch's logo, colours, fonts and shape are applied straight away and re-applied every time the source branch changes them. Nothing changes until you pick a branch.

While it's on, the branding panels at the following branch are read-only and the logo uploader is hidden — anything you saved there would be replaced the next time the source branch changed. The preview still shows the inherited result, so you can see what patients see.

Turning it off undoes it: the branch goes back to the logo, colours, fonts and shape it had before it started following, and editing is handed back. Switch it on by mistake and switching it off puts everything back as it was.

Use it when every branch shares one brand. If a branch has its own logo or colours, leave it off and set that branch up directly.

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 Practitioners 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:

1. Log in to that branch's admin dashboard
2. Go to Setup > Booking > Booking Rules
3. 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

1. Get in touch — we'll add the branch to your business.
2. Install the agent at the new location (see Multi-Branch Installation Guide).
3. Log in to the new branch's admin dashboard.
4. In Appointment Types, click Sync from Optomate so the appointment types from the new branch's Optomate are imported.
5. 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.
6. 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.

That is one of five layouts. You can also put a button per branch on one page, give each branch its own booking page, run a shared locations page for sites that are separate practices, or add a single-branch page alongside the group one. See Booking Pages for Multiple Branches for the code to paste for each, and what each one means for the appointment links your patients receive.

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

By default your branches send through Your Booking's shared SMS sender — a pool of numbers that needs no setup and works at every branch. The sender number varies per message and patients can reply for a limited window; see Messaging Setup for how it behaves.

A dedicated virtual number — your own consistent sender number, with an indefinite reply window — is an optional paid upgrade. For a multi-branch business you can set it up however suits you: one number shared across the whole business, a separate number for a particular branch, or a business-wide number with a different one at certain branches. Let us know what you'd like and we'll arrange it.