<      Client Settings < Areas

If you cover a large geographical area, you can create Areas to group clients together for marketing purposes, or to determine areas by sitter.


How do I apply the client's Area?

ON DESKTOP:

Navigate to Clients > Client Admin > Settings 

STEP 1

 

  • Click on the drop-down option and select the correct Area for this client.

  • If you are not using Areas, you should leave this setting at the "[not set]".

  • Click "Update" to save your changes.
     

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

ON MOBILE:

STEP 1

  • Tap the Navigator and select Clients > Search

STEP 2

  • Navigate to your client's account from the Clients search page.

  • In the left-side navigation pane, tap "Client Admin" then tap "Settings".

STEP 3

  • Tap on the drop-down option and select the correct Area for this client.

  • If you don't use areas, you should leave this setting as "[not set]".

  • Tap "Update" to save your changes.
     

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

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