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.