- Branches Settings — 3-Step Settings (biz1)
- What the Branches Settings Modal Really Is
The Branches Settings modal is a guided three-step configuration wizard that helps administrators define the physical and operational structure of their organization for appointments and scheduling.
Instead of managing locations, rooms, and resources in scattered places, biz1 brings everything together into one smooth flow:
Branches → Appointment Rooms → Appointment Resources
You can think of this as:
The backbone of your appointment system — where places, spaces, and tools are defined.
This modal is used by businesses that:
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operate from multiple locations,
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manage physical or virtual meeting rooms,
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assign staff, equipment, or assets to appointments,
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or need structured scheduling logic across their organization.
If your business uses appointments, calendars, or bookings, this modal is essential.
- Where You Find It
The Branches wizard appears inside:
Settings → Branches
The menu option is visible only if the Branches module is enabled in your organization.
Clicking Branches opens a large modal with a clear progress indicator at the top — 1/3, 2/3, 3/3 — so users always know exactly where they are in the process.
The modal does not open all steps at once. Instead, it carefully guides the user forward — step by step — like a professional setup assistant.
- The 3-Step (Big Picture)
The entire experience is designed as a logical flow:
✅ Step 1 — Branches
Define where your business operates (locations).
✅ Step 2 — Appointment Rooms
Define where appointments take place inside each branch (rooms, cabins, offices, or virtual rooms).
✅ Step 3 — Appointment Resources
Define who or what is used in appointments (staff, equipment, or shared assets).
You cannot jump randomly — you move forward with Next, or backward with Back, ensuring data consistency and proper structure.
- Step 1 — Branches (Locations of Your Business)
What This Step Represents
A Branch is a physical or virtual location of your organization.
Examples:
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Main Office
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Downtown Clinic
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New York Branch
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Online/Virtual Office
This is the foundation of your appointment system.
If you have multiple locations, this is where you define them.
What You See on That Branches Model
At the top of the modal, a circular badge clearly shows 1/3.
The title reads:
Branches — Next: Appointment Room
On the right side, if you have permission, you see a large blue “+” Add Branch button.
Below that is a clean table listing all existing branches with two columns:
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Branch ID
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Branch Name
Each branch row also has action icons:
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✏️ Edit
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Delete
What You Can Do
You can:
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Add a new branch
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Edit an existing branch
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Delete a branch
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Review all branches before moving forward
When you click + Add Branch, a separate modal opens where you can enter details such as:
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Branch name (in multiple languages if supported),
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Working hours per day,
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Assigned team members,
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Linked appointment rooms,
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Linked appointment resources,
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Address,
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Optional image/logo.
This makes each branch a fully configured operational unit.
Moving Forward
Once your branches are correct, you click Next.
At this moment, the system automatically loads the list of appointment rooms and takes you to Step 2.
- Step 2 — Appointment Rooms (Spaces Inside Branches)
What This Step Represents
Appointment Rooms are the actual spaces where meetings, consultations, or services take place.
Examples:
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Consultation Room 1
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Meeting Room A
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Therapy Room
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Online Zoom Room
These rooms are usually associated with one or more branches.
What You See on That Appointment Room Model
Now the progress badge updates to 2/3.
The title changes to:
Appointment Room — Next: Appointment Resource
You again see a blue + Add Room button (if you have permission).
Below is a table listing all rooms with:
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Room ID
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Room Name
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Edit and Delete icons
What You Can Do
Clicking + Add Appointment Room opens a modal where you can:
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Enter the room name (English and Hebrew or other language),
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Save it to your organization.
You can also:
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Edit room names,
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Delete rooms you no longer use.
This step helps you map out your internal space structure before assigning resources.
Navigation
From here, you can:
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Click Back to return to Branches, or
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Click Next to move to Appointment Resources.
When you click Next, the system loads all available resources automatically.
- Step 3 — Appointment Resources (People & Assets)
What This Step Represents
Appointment Resources are the people, tools, or assets used during appointments.
Examples:
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Dr. Sarah (doctor)
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John (consultant)
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Projector
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Therapy Equipment
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Shared Laptop
Resources are assigned to rooms and used in scheduling logic.
What You See on That Appointment Resource Model
The progress badge now shows 3/3 — the final step.
The title reads:
Appointment Resource — Prev: Appointment Room
There is again a blue + Add Resource button (if permitted).
A table lists all resources with:
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Resource ID
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Resource Name
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Edit and Delete options
What You Can Do
Clicking + Add Appointment Resource opens a modal where you can:
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Enter the resource name,
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Save it to the system.
You can also:
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Edit resource names,
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Remove unused resources.
These resources can later be linked to appointments, rooms, or branches in the scheduling module.
Finishing the Wizard
Since this is the last step, there is no Next button — only Back.
Once you exit the modal, your branch → room → resource structure is fully configured.
- How Navigation Works (Behind the Scenes)
The modal does not reload the page between steps.
Instead:
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Step 1, 2, and 3 are separate sections inside the same modal.
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Only one step is visible at a time.
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Clicking Next or Back simply hides one step and shows the next.
Each time you move forward, the system fetches fresh data via AJAX to ensure you always see the latest list.
- Permissions & Who Can Edit
Not everyone can add, edit, or delete branches, rooms, or resources.
You must be:
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Organization Owner, or
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Member Admin, or
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A user with specific permissions such as:
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branches_add_edit_delete
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appointment_room_add_edit_delete
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appointment_resource_add_edit_delete
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If you don’t have permission, you can still view lists — but not modify them.
- Why This 3-Step Design Works
This wizard follows a natural real-world logic:
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First, define where your business is (Branches).
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Then define where inside those branches appointments happen (Rooms).
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Finally, define who or what participates in those appointments (Resources).
This prevents:
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orphan rooms without branches,
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resources without spaces,
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and messy scheduling configurations.
It is structured, intuitive, and scalable.
✅ Final Functional Summary
The Branches Settings (3-Step Wizard) is the foundation of appointment management in biz1.
It allows administrators to:
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Define business locations (Branches),
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Map physical or virtual meeting spaces (Appointment Rooms),
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Assign people and assets (Appointment Resources).
All of this is done in a clean, guided, three-step flow that ensures data integrity and usability.
In short:
Branches = Where you operate
Rooms = Where appointments happen
Resources = Who/what is used in appointments
