Setting up Client Branches

If your client has multiple branches, you can set up additional branches for the client in the system. To do that, follow the steps mentioned below:

Please click on the link below to log into the ValueLink Connect system: https://app.connectvl.com/#/signin 

1. From the dashboard, click on Admin

Then select Clients to open the client’s profile.

2. Click on the client’s name for whom you want to add client branches.

3. On the client’s profile screen, click on the ADD CLIENT BRANCH.

4. Fill out the client branch details.

5. Click on the Save button to create the client branch in the system.