When setting up Service Areas for your Team Members, you may need to check other Team Member Service Areas to ensure proper coverage. Rather than having multiple windows open or going back and forth between Team Members, you can now overlay other Team Member Service Areas! Quickly and easily see what area other Team Members cover while setting up Service Areas for a particular Team Member. Take a look below to find out how!
Using the team member service area overlay
Click the steps below for a detailed walk-through:
Step 1: Click the Business tab
Step 2: Click the Service Areas tab
Step 3: Click on a Team Member
Step 4: Choose a Service Area Overlays for Other Team Members
Step 5: Repeat as needed
Step 1: Click the Business tab at the top of the page.
Step 2: Click the Service Areas tab on the left-hand side of the page.
Step 3: Click on a Team Member name to edit their Service Areas.
Step 4: In the Service Area Overlays for Other Team Members' section, click the checkbox for a team member to overlay their Service Areas onto the current Team Members Service Area map. Note: only Team Members with Service Areas set up will show as an overlay option.
Step 5: Choose additional Team Members to overlay, as needed, by clicking the checkboxes next to the Team Member names.