Territories are managed from the Petcare > Territories page and allow you to group clients based on zip code. You can then limit staff access to specific territories and create automatic surcharges based on territory.
Adding Territories
- Click
to create a new territory - After adding a name click on
to add zip codes that will be assigned to the territory. You can have as many zip codes in one territory as you want - You can set colors for each Territory and then a square of that color will appear next to the territory name and on each visit in that territory (within a client profile it will appear at the top next to the client's name and not on individual visits)
- When on the Territories page you will see a "You have ## Zips that haven't been added to a territory" notice if the system sees that you have clients with zip codes not assigned to a territory. If any zip codes are missing it may result in inaccuracies with the functionality below. To resolve add a new territory or add the zip codes to an existing territory
Assigning Clients to Territories
- Once you have added territories using the steps above you will be able to assign clients to them on the Petcare > Client Profiles page
- Clients will default to "Default for Zip" so unless you want them in a different territory you won't need to make any adjustments
Manager/Sitter Territory Access
- Once you have added territories using the steps above you will be able to assign staff to them on the Administrative > Users page
- When adding or editing a Manager or Sitter use the Territory Permissions to limit the territories that they have access to