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Configuring Branches

This guide explains when to add branches in Atlas and how to create and manage them.

What a Branch Is​

A branch is an operational unit within your practice. Each branch has its own team members, client list, billing, and permissions. Your first branch is created when you set up your Atlas account.

Every Charge Us subscription on a branch is billed in the branch billing currency. Client accounts can use any currency. For example, a USD branch can manage clients operating in EUR, GBP, or any other currency.

When to Add a Branch​

Many practices only need one branch. Add another branch when you:

  • Invoice Charge Us clients in a second billing currency
  • Run a separate office with its own team and clients
  • Offer a service line you want to manage separately

Creating a Branch​

  1. Open the branch selector at the top left of the Atlas menu
  2. Select Add Branch
  3. Enter the branch details:
    • Name — A display name for the branch
    • Branch email — Used for client invitations and billing communications
    • Country — The country the branch operates in
    • Billing currency — The currency for Charge Us subscription invoices on this branch
  4. Confirm to create the branch
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The billing currency cannot be changed after the branch is created. All other details can be updated at any time from branch settings.

After Creating a Branch​

Before adding clients to a new branch:

Working With Your Branches​

To switch branches, open the branch selector and select the branch you want to work in. To update a branch's name, branch email, or country, select the gear icon next to it.

See Branch Management for more on the branch selector, branch settings, and billing details. To see all your branches together, see Parent Dashboard.

Next Steps​

Common Issues​

I selected the wrong billing currency

The billing currency cannot be changed after a branch is created. Create a new branch with the correct billing currency, and add your clients to that branch.