Office Settings: How to manage your offices on Edvisor

Learn how to set up and manage your office information, including adding new offices, updating office details, and configuring custom fields and notifications.

Within the settings section of Edvisor, you'll find an offices tab to set up office-specific details.

🔹 Simply click on your user icon at the top right corner of the screen > Settings > Offices

As part of the office configuration you'll be able to:

• Add, edit, and delete new offices and their information.
• Add Custom Fields for your students profile.
• Customize the look and feel of your quotes. 

How to Create a New Office on Edvisor

To create a new office, go to your office settings and click + Add New Office.

Then fill in the following details:

• Name: Enter the office name.
• Currency for Quotations: Choose the currency used for quotations.

The new office will now appear in your office list.

Adding and Editing Office Information

1. Select the office you’d like to edit from the Settings for drop-down menu.
2. Scroll down and fill out or update the office details (office name, address, phone number...)

You can also add terms and conditions that will be shown in your applications.

How to Delete an Office

If you need to remove an entire office from your system:

1. Select the office you want to remove from the system.
2. Scroll down to the very bottom until you see the Remove Office option.

You can choose to send all the office data to another office or remove the entire office.

Custom Fields

In this section, you can also add custom fields to keep track of additional information on student profiles.

For example, you can add fields for things like Language level, Passport expiry date, Visa expiry date...

Additional Settings

Customize the look and feel of your quotes.