Apply an Area to a Client

Modified on Wed, 28 Sep 2022 at 02:05 PM

An "Area" is often defined as a geographic region or sub-region within your overall service area. Many companies define "Areas" by zip codes, town names or N, S, E, W of city center. Some clients use it for groups managed by different team members. This is helpful for marketing purposes or to schedule sitters efficiently, however it is not a requirement to use "Areas."

Applying an Area to a Client happens in Client Admin > Settings. Learn more about using using Areas here

Tip: When you use Areas, you can do the following:
  • Run most reports by Area, including Revenue, Receipts and Schedule Stats.
  • Filter the Schedule by Area.
  • Filter Clients List by "area" and email clients in bulk.
  • Invoice by Area.
  • 5th bulleted item

Note: Areas are created in Supporting Data, the same list is used to apply to Clients and to Staff.

How To Apply an Area to a Client?

Navigation: Clients > access a client account > Client Data > Client Admin > Settings
  • Select the Area from the dropdown.
  • Click "Update."

Add an Area to the client account in pet sitter software

Note: If the Area you require is not available, you can create a new one in Admin > Supporting Data > Areas.

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