Tutorial 4-5: Add Areas

Modified on Fri, 30 Sep 2022 at 09:22 PM

TABLE OF CONTENTS

Step 1: How do I Add a new Area?
Step 2: How do I add the new Area to the Client's Account?
Step 3: How do I add the new Area to a Staff member?
Congratulations! You have completed this stage.

In this step, you will learn how to...
Add an Area
Apply an Area to Staff
Apply an Area to Clients

For Further Help:

What is a Client Account?

Setting a Staff Area for a Staff Member

How Would I Use Areas?

Note: Before you can add Areas, you need to have completed the tutorial section Tutorial: 4-4 Add Client Types.

Your Pet Sitter Plus software will come pre-configured with one or two client types for you to use during your training. This is an optional feature of the software that may be of benefit to your business. If not, you can skip this section and go onto Tutorial: 5-1 Add Pet records.

Area codes can be set up in Pet Sitter Plus and used in two different ways.

Area Codes Linked to Staff
- If your pet sitting business covers a large geographic area and employs many pet sitters you can create area codes and assign them to one or more staff members. This enables the admin schedule to be viewed "by geographic area" which lets you view the work you have scheduled for one or more staff members who live in the same area. This is sometimes useful if you need to re-schedule work between pet sitters who are located near to one another. It is also useful if you want to see how much work you have in any given area or region. The schedule defaults to showing "all staff areas."
Area Codes Linked to Clients
- If your pet sitting business covers a large geographic area you can create area codes and assign them to clients. This is useful for marketing purposes and (for example) the analysis of revenue by area. For example, you could filter your clients "by area" and therefore email only clients who live in a particular area.

Navigation: Admin > Supporting Data > Areas

Step 1: How do I Add a new Area?

Scenario: Tammy  wants to create different "areas" that cover the entire geographical area she covers in her business so she can put her staff into teams based on the area they work in.

1. Click "+ New" from the sub menu on the left.

Learn how to add a new area to cat sitting software

2. Type the name for the new area "Jacksonville"

3. Click "Create Area"

How to create an area in cat sitting software

Navigation: Clients > Click on the client name to access their account > Client Admin > settings

Step 2: How do I add the new Area to the Client's Account?

Scenario: Tammy's client, Linda Macauley, lives in Jacksonville and so needs to have this "area" added to her account.

1. From Linda's client record, click "Settings" from the sub menu on the left.

2. Choose "Jacksonville" from the dropdown by "Areas" and then click "Update" to save.

Learn how to add a new area to a client account in cat sitting software

Navigation: Admin > Staff > Click on the staff name to access their record

Step 3: How do I add the new Area to a Staff member?

Scenario: Tammy's sitter, Janet Price, works in the Jacksonville area and so needs to have this "area" added to her staff record.

1. From Janet's staff record, click "Settings" from the menu on the left.

2. Choose "Jacksonville" from the dropdown by "Areas" and then click "Update" to save.

Learn how to add a new area to a staff member in cat sitting software

Congratulations! You have completed this stage.

To move forward to the next step, click the link below and then choose the next step:

Tutorial: 5-1 Add Pet Records.