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. How to: Create a Place

Step 1: Go to Places from the Manage section of the main menu.

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. How to: Edit a Place

Step 1: Go to Places from the Manage section of the main menu.

Step 2: Select one or multiple Places and click Edit places.

Step 3: Edit the radius, color, and other details as needed, then click Apply.

Step 4: Edit the name and address by clicking the name of the Place, then click Save.

4. How to: Import Places

Step 1: Go to Places from the Manage section of the main menu.

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.