Introduction:
Territories allow you to manage your businesses' service areas by creating geographic territories and assigning photographers. With geo-aware routing, teams that span across states and timezones can all use one order form to service clients.
To utilize Territory Awareness within an Order Form, you must:
Create a New Territory and Assign Photographers:
To get started, click “Availability” and then “Territories” (or click here). Click “Create your first territory”
Now that you are in the Territory Creation Module, follow these steps:
Use the interactive map above to draw your territory.
Click the polygon tool,
Then place waypoints on the map by clicking each boundary marker.
Name this territory and choose a color to represent it.
Note: The name and color will be displayed in your Aryeo calendar.
Select which photographers should be assigned to this specific territory.
Note: Photographers can be assigned to multiple territories.
If you want to charge a travel fee for any order located in this territory, you can assign territory specific fees.
This is different from our distance or minute based travel fees located in the Products section of Aryeo.
Click “Save”.
In the example below, we have created two territories to service two different locations.
One team member covers the Southern Massachusetts Territory; that photographer will receive all online orders with appointments whose addresses fall within this territory.
The other two team members cover the Rhode Island Territory; they will receive all online orders with appointments whose addresses fall within this territory.
Enable Territory Awareness in an Order Form:
At this point in the configuration, these territories will not affect any of your order forms. To ensure that your online order forms account for territories, you must:
Create a New or Edit a Current Order Form,
Scroll down to “Territory Awareness”
Set this to “Yes, Enable Territory Awareness”.
Then scroll down and click “Update Availability Settings” to save this setting.
Conclusion:
Now that this order form is following Territory Awareness, it will evaluate the address entered on step 1 of the ordering process.
If the address is located within a territory which has at least one photographer, the agent can continue making a booking as normal.
If the address is located outside of a territory or in a territory with no photographer assigned, the agent will see a message that tells them to call or email you to make this booking as it is outside of your service area.
Questions? Need a hand? Feel free to reach out to [email protected] for help!