How to Create and Manage a Branch in Pulse

Creating a branch in Pulse is a two-minute process: name the branch, complete the subscription payment, and the branch is live. From there, you invite staff and the branch team runs independently.

Creating a branch

Go to Branches in your HQ account and click New Branch. Enter a name for the branch — for example, "Cape Town Office" or "Johannesburg Branch". The name is the only required field.

After submitting, Pulse creates the branch workspace and immediately redirects you to the PayFast subscription checkout. The branch stays in "Pending Payment" status until the payment is confirmed. Once PayFast confirms the recurring subscription, the branch becomes active and branch staff can log in.

Branch settings you can configure

After creation, open the branch detail from the Branches list to update:

• Branch name — the display name across HQ views and group dashboards.
• Location label — an optional city or address note (for example, "Cape Town" or "Corner of Main and Long St"). This is a display label only, not a functional address field.
• Brand colour — a hex colour used to identify this branch in comparison charts and group views. Pulse assigns one automatically from a preset palette; you can override it with any hex value.

What you cannot configure per branch

Branches inherit the feature set and plan settings from HQ. There is no per-branch logo, PayFast credentials for client invoicing, or separate organisation-level settings. The branch runs as a full independent Pulse workspace, but its subscription and entitlements are managed through HQ.

Inviting branch staff

From the branch detail page, use the staff invite panel to add team members to the branch by email address. Choose their role — Admin or Team Member. The invitee receives an email with a 7-day invite link. Once accepted, they log in to their branch workspace and see only that branch's data.

Branch staff are separate user accounts. A person at HQ and a person at the branch are different accounts — there is no shared login that automatically belongs to both.

Managing branch access from HQ

HQ admins can switch into any active branch at any time without being explicitly invited. For non-admin HQ staff who need access to a specific branch, use the HQ Access panel on the branch detail page to grant them switcher access. You can revoke this access at any time.

Suspending and cancelling a branch

You can suspend or cancel a branch from the Branches list. Both actions immediately lock out branch users. The branch data is preserved either way. Cancellation ends the subscription; suspension is typically triggered by a failed payment. Reactivation is done through the billing checkout flow.