Branches
What is a Branch?
In Karmasoft, each physical or virtual location is a branch. If you operate more than one location, you’ll use Branches
to store location-specific details and connect location-specific services (like your payment gateway).
Who can edit Branches?
Only users with sufficient permissions can edit studio and branch settings. Managers can access nearly everything except
editing studio and branch settings; Directors (admins) have full access. If you can’t edit Branches, ask a Director to
adjust your role.
Open the Branches screen
1. From the main dashboard, click Settings.
2. Choose Branches.
3. Select the branch you want to review or update.
What you manage in a Branch
A branch record is where you keep the details unique to that location and connect services that must be scoped per
location.
- Location identity & contact info – Keep each location’s name and contact details current so they appear correctly
across your tools and customer touchpoints. (General guidance derived from Karmasoft’s Branches overview.)
- Payment gateway (per branch) – Connect your credit-card processor for that location under Payment Gateway on the
Branch page. Karmasoft supports CardConnect (US) and Stripe (global); choose the provider and enter or connect your
account as prompted.
- Default mailing list (after Mailchimp setup) – Once you’ve enabled Mailchimp under Studio Settings → Marketing, go
to Settings → Branches to select the default mailing list for that branch. New students added to Karmasoft are added
to the default list you choose.
Tip: Studio-wide defaults (logo, thank-you messages, disclaimers, etc.) live under Studio Settings, and apply across
locations unless a branch-specific setting overrides them.
Connect or change a payment gateway for a branch
1. Go to Settings → Branches and open your branch.
2. In Payment Gateway, pick your provider:
- CardConnect (US): enter your Merchant ID (provided by CardConnect).
- Stripe (global): click Connect and complete the Stripe flow.
3. Save your changes.
If you’re linking a merchant account for the first time, follow the same path (Settings → Branches) and fill in the
required fields for your provider.
Where “branch” appears across Karmasoft
Understanding where branch selection matters will help your team avoid revenue misattribution and reporting confusion:
- Schedules (public & instructor views) – Calendars can be filtered by branch, class, or instructor. This makes it
easy for students and staff to view the right location’s offerings.
- Workshops – When creating or editing a workshop, you select a Branch; that branch determines where accounts
receivable credit is booked.
- Reports – Analysis reports can be filtered by Branch and date range, letting you slice performance by location.
- Embedded elements – If you embed Karmasoft widgets on your website and you support multiple locations, include the
by_branch parameter to show the correct branch’s data.
- Online store revenue routing – Your Member Store Branch (set under Studio Settings → General) decides which branch
receives revenue from online purchases.
Best practices
- Name consistently. Use clear, stable branch names (e.g., “Downtown,” “West End”) so filters and reports are
unambiguous. (General guidance.)
- Align gateways & lists. Confirm each branch is connected to the right payment gateway and default mailing list
before you start selling online.
- Train your team. Show staff how to filter by Branch on schedules and reports so day-to-day tasks happen in the right
location context.
Troubleshooting
- Can’t edit this page? You may not have the required role. Managers cannot edit studio/branch settings—ask a Director
to update your permissions.
- Online store revenue going to the wrong place? Check Studio Settings → General → Member Store Branch to ensure the
correct branch is selected.
- Workshop revenue attributed to the wrong branch? Edit the workshop and verify the Branch field matches the intended
location.
