Your Business Profile in ImmiPractice holds your business details and the WhatsApp number used to generate “Click to WhatsApp” links. Branches are managed from Business Profile → Branches. The Business Admin keeps it up to date. Your business name replaces the platform name across the app, browser tabs and the sign-in emails your team receives.
- The Business Admin edits the Business Profile and adds branches.
- Your WhatsApp number on the profile powers Click to WhatsApp links.
- Your business name appears across the app and on sign-in emails.
- The WhatsApp Business Profile is a separate screen under Communications.
Who can edit the Business Profile?
The Business Admin. Adding branches under the Business Profile is also Business Admin only. Other roles work within the business the profile describes but cannot change it.
How do I update my business details?
- Open Business Profile from the sidebar.
- Check your business details. Make sure the business name is the one you want clients and staff to see — it appears on the sidebar, browser tabs and sign-in emails.
- Add your WhatsApp number. ImmiPractice uses it to generate “Click to WhatsApp” links, so clients can message you in one tap.
- Save. Changes apply across the app.
How do I add or manage branches?
Go to Business Profile → Branches. Every business starts with a Head Office; add one branch per physical or virtual office that runs its own client list. Remember that branches don’t share data: each branch’s leads, cases and team are visible only to that branch and the Business Admin. See branches.
Business Profile vs WhatsApp Business Profile
| Business Profile | WhatsApp Business Profile | |
|---|---|---|
| Where | Business Profile in the sidebar | Communications → WhatsApp → Business Profile |
| What it controls | Your business details inside ImmiPractice, WhatsApp number for Click to WhatsApp links, branches | What clients see when they tap your name in WhatsApp: photo, About, description, email, website, category |
| Who | Business Admin | Business Admin, plus Managers and Branch Managers by default |
The WhatsApp profile saves straight to Meta and needs a connected number. See connect WhatsApp.
Where else are business-wide settings?
- Billing — your ImmiPractice subscription status, subscribe or update your payment method (Business Admin). See your subscription.
- Team → Roles & Permissions — what each role can do.
- Calendar → Settings, Agreement Automation and Marketing Automations → Email Setup — see configure your settings.
What should I update when the firm changes?
- New WhatsApp number: update the Business Profile so Click to WhatsApp links point to it, and switch the connected number in WhatsApp Settings.
- New office: add a branch, then add or move the team members who work there.
- New business name: update it once; sign-in emails and the app pick it up.
What if the business owner changes?
If the person who should hold the Business Admin role changes, contact sales@immipractice.com so access is handed over correctly. Do not share the original admin’s mailbox.