When setting up Service Areas for your Team Members, you may need to check other Team Members’ 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 Members’ Service Areas. This allows you to quickly and easily see what areas other Team Members cover while setting up Service Areas for a particular Team Member. Take a look below to find out how!
How to use the team member service area overlay
For step-by-step instructions with screenshots, see the Step-by-Step section at the bottom of this article.
Step 1: Click the Business tab
Step 2: Click the Service Areas tab
Step 3: Click on a Team Member
Step 4: Choose Service Area overlays for other Team Members
Step 5: Repeat as needed
Step-by-step
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 Member’s Service Area map. Note: only Team Members with Service Areas set up will appear as overlay options.
Step 5: Choose additional Team Members to overlay, as needed, by clicking the checkboxes next to the Team Member names.
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