Managing Areas

Modified on Wed, 16 Nov 2022 at 05:53 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 for the area they service. Some clients also use it to group regions managed by different team members. However, you have the ability to customize Areas for your company.

Tip: Areas are a filter option in many of the Reports. You can also filter the Schedule by Area, Invoices by Area and filter Client Searches by Area. For more information, see How would I use Areas

Note: When you create Areas in Supporting Data, the same list is used to apply to Clients and to Staff.

How Do I Add Areas?

Navigation: Admin > Supporting Data > Areas

Click "+ New."
Enter a description in the Name field.
Click "Create Area."

Add a new area to your pet sitting software

How Do I Change an Area?

Click on the Area name.
Edit the contents of the Name field.
Click "Update."

Note: When you edit an Area in Supporting Data, the same list is used to apply to Clients and to Staff, so the Area will change for Staff as well. Further, all Clients and Staff previously coded as that Area, will now have the new Area and all reports will reflect the new information.

Edit an area in your pet sitting software

How Do I Delete an Area in Settings?

Click on the Area name.
Click "Delete."

Note: You can delete an Area any time. Areas are applied to Clients and Staff, so when you delete an Area, it will be deleted from both Client and Staff Settings.

Important:  If you delete an Area you can no longer identify Clients or Staff previously assigned to that Area and reports will no longer reflect the removed Area.

Delete an area in your pet sitting software