Opening a second branch

Branches → Employees → Groups → The location switcher → Reports

Your academy opens a second branch. This flow sets it up and shows how the rest of Tuevia changes once you work in more than one place. Adding a branch and its rooms needs somebody who works in all of the academy’s locations, such as the owner.

1. Branches: the branch and its rooms

In Administration → Branches, press Create Branch and give it a name. A new branch starts active and with no rooms: open it and press Create First Room, then Add Room for the others. The rooms are what you choose when you open groups at stop 3.

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2. 2Branch Name
6. 6Create Branch

Create Branch

See Adding a branch and Rooms.

2. Employees: who works there

Everyone who works in All branches works in the new branch already. For anyone on Selected branches, open their profile on People → Employees, press Edit and tick the new branch. People see a branch’s data only if they work there.

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3. 3All branches
4. 4Selected branches
5. 5The branches
6. 6Save Changes

Where they work

For staff hired for the new branch, invite them with only that branch ticked - see Hiring an instructor. See Where somebody works.

3. Groups: open groups there

On Teaching → Groups, create a group and choose one of the new branch’s rooms in Room. The group belongs to its room’s branch, and so do the fee agreements tied to it.

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6. 6Room

Step 2, Schedule

With more than one location, the student forms ask for a Home location. A student registered at the other branch can still join a group here: Not in your list? Find a student from another branch finds them by their exact phone number or email. See Creating a group and Adding students to a group.

4. The location switcher

Once you work in more than one place, the location switcher appears at the top of the screen. All my locations shows everything; choosing a branch narrows what you see to it - Schedule shows only its rooms, and Fees and Reports only its money.

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1. 1Location

The location switcher

Staff who work in only one place do not see the switcher. See The Online location.

5. Reports: each branch’s money

On Finance → Reports, By location gives Money in, Money out, Net and Outstanding for each branch. Salaries have a row of their own, because they are paid to a person rather than in a branch. The table shows for people who work in every location.

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3. 3By location

Reports

Choosing a branch in the location switcher narrows every report to it, and Showing: under the title names it. See Money in and out.