Overview
Territories help you define your business's geographic service areas and assign photographers accordingly. With territory-aware order forms, teams that span across regions, states, and time zones can all use the same order form with their clients. To utilize Territory Awareness on an Order Form, you must complete both Step 1 and Step 2 in this article.
Process
Create a Territory and Assign Photographers
Navigate to the Territories page, under Availability in the left-hand side menu.
Click Create your first territory (or click New Territory if you’ve already set one up).
Use the interactive map to draw your territory:
Click the polygon tool in the top right corner.
Click on the map to add boundary markers.
Scroll down to Territory Instructions.
Name your territory and select a color.
This name and color will appear on your Aryeo calendar for easy reference.
Assign photographers to this territory by checking the box by their name.
Photographers can belong to multiple territories.
(Optional) Add territory-specific travel fees.
These are different from distance-based or time-based travel fees set in the Products section.
Click Create New Territory to save.
Example
In the screenshot below, we have created two example territories to service two different locations.
One team member covers the Southern Massachusetts Territory in purple; 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 in yellow; they will receive all online orders with appointments whose addresses fall within this territory.
Enable Territory Awareness on Order Forms
Territories won’t be used by the system unless you enable this feature on your order form. To enable Territory Awareness on an order form.
Navigate to Order Forms, under Storefront on the left-hand side menu.
Create a new or edit an existing Order Form.
Scroll down to the Territory Awareness section.
Select Yes, Enable Territory Awareness.
Scroll down and click Update Scheduling Settings to save.
FAQ
Q: Can a photographer be assigned to multiple territories?
A: Yes, photographers can service more than one territory.
Q: What happens if no territory matches the client’s address?
A: If territory awareness is enabled, the client will see a message directing them to contact you, as the location is outside your service area.
Q: How are travel fees handled in territories?
A: You can set territory-specific travel fees, separate from the distance or time-based fees configured in the Products section. If an appointment is booked within a territory that has a fee set, that fee will apply to the order.