How to Create, Edit, & Import Places

This guide explains what Places are and how to create, edit, and import them for location-based tracking and reporting.

Table of Contents

1. What are Places?
2. Create a Place
3. Edit a Place
4. Import Places

1. What are Places?

Places are specific saved locations with a defined radius, such as customer sites, warehouses, or offices. They enable automatic check-ins and check-outs as team members enter or leave these predefined areas, facilitating accurate location-based tracking and reporting.

2. Create a Place

Step 1: Go to Manage from the main menu, then select Places.

Step 2: Click + New Place.

Step 3: Search for the address of the geofence or select the location on the map.

Step 4: Drag the center of the circle to move the Place or drag from the sides to change the radius (i.e. the size of the geofence). Then, click Ok to create.

3. Edit a Place

Step 1: Go to Manage from the main menu, then select Places.

Step 2: Click the Place name to open its details. Update the Place name, address, radius, or other details as needed, then click Save.

Step 3: To edit Place details in bulk, select one or more Places and click Edit places.

Step 4: Update the radius, color, contact details, custom fields, team assignments, or linked forms as needed, then click Apply.

Step 5: Select one or more Places and click Edit region to reposition and adjust their radius on the map.

Drag the center of the circle to move the Place or drag from the sides to change the radius (i.e. the size of the geofence).

Then, click Done editing.

4. Import Places

Step 1: Go to Manage from the main menu, then select Places.

Step 2: Click Import places.

Step 3: Import the information with a file upload or copy/paste the data directly into the provided spreadsheet. 

Step 4: Click Start Importing.