How do I assign a Client to a specific Client Branch?

To assign a client to a Branch can be completed by following the steps below:

• Login to CentricFlow and select Clients.
  
  
• Locate the Client you would like to assign to a branch and click on their name.
  
  
• Location the section Additional Details
  
  
• Select the Branch you would like to allocate the Client to from the dropdown and click save.