How Can I Apply an Area to a Staff?

Modified on Mon, 31 Oct, 2022 at 5:02 PM

If you associate an Area with a staff record, then you are able to filter a list of staff by "Area" and view your staff schedule by "Area."

An "Area" is most often defined as a geographic region or sub-region within your overall service area. Many companies define their "Areas" by zip codes, town names or N, S, E, W or city center.

Tip: Some clients also use Areas for groups managed by different team members. You can customize your areas to what makes the most sense to your company. It is not a requirement to use "Areas."

You can also filter your schedule by Client Area as well as by Staff Area.

Note: When you create an Area in Supporting Data, the same list is used to apply to Clients and to Staff. See Managing Areas for more information on creating and editing areas.

How Can I Apply an Area to a Staff?

Navigation: Admin > Staff > select Staff Name > Settings > Area

Step 1

Click on the staff member's name from the staff list.

Select your staff record from the staff name list in dog walking software

Step 2

Under Settings, select the appropriate area for the sitter.

Note: If you don't see the area description that you need, see Managing Areas for more information on creating and editing areas.

Click "Update."

Apply an area to a staff record in your dog walker software