Navigation: Admin > Supporting Data > Areas
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You need to have completed section 4-4 Add client types before you begin
OPTIONAL: Your Pet Sitter Plus software doesn't come with any pre-configured areas as using this function of the software is optional. We will learn how to set them up if it is a feature that you feel may be of benefit to your business. If not, you can skip this section and go onto Step 5 Add Pets and Routines.
Area codes can be set up in Pet Sitter Plus and used in two different ways.
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Area Codes Linked to Staff
If your pet sitting business covers a large geographic area and employs many pet sitters you can create area codes and assign them to one or more staff members. This enables the admin schedule to be viewed "by geographic area" which lets you view the work you have scheduled for one or more staff members who live in the same area. This is sometimes useful if you need to re-schedule work between pet sitters who are located near to one another. It is also useful if you want to see how much work you have in any given area or region. The schedule defaults to showing "all areas".
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Area Codes Linked to Clients
If your pet sitting business covers a large geographic area you can create area codes and assign them to clients. This is useful for marketing purposes and (for example) the analysis of revenue by area. For example, you could filter your clients "by area" and therefore email only clients who live in a particular area.
Step 1: How do I Add a new Area?
Tammy wants to create different "areas" that cover the entire geographical area she covers in her business so she can put her staff into teams based on the area they work in.
1. Click "Add New Area" from the sub menu on the left.
YOU WILL LEARN HOW TO:
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Add an Area
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Apply an Area to Staff
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Apply an Area to Clients
2. Type the name for the new payment type "Jacksonville".
3. Click "Create Area".
Navigation: Clients > Click on the client name to access their account > Client Admin > settings
Step 2: How do I add the new Area to the Client's Account?
Tammy's client, Linda Macauley, lives in Jacksonville and so needs to have this "area" added to her account.
1. From Linda's client record, click "Settings" from the sub menu on the left.
2. Choose "Jacksonville" from the dropdown by "Areas". Click "Update" to save.
Navigation: ADMIN > STAFF > Click on the staff name to access their record
Step 3: How do I add the new Area to a Staff member?
Tammy's sitter, Janet Price, works in the Jacksonville area and so needs to have this "area" added to her staff record.
1. From Janet's staff record, click "Settings" from the menu on the left.
2. Choose "Jacksonville" from the dropdown by "Areas". Click "Update" to save.
Congratulations! You have completed this stage.
To move forward to the next step, click the link below and then choose the next step: