To enable GPS reporting and notifications to function correctly, your clients must have the correct address set in their client record to give an accurate GPS location.
ON DESKTOP:
Navigate to Scheduler > Monitor > Staff Activity
STEP 1
How do I set the Client Location?
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To set the client home address, click "Set Client Location" from the Staff Activity Report.
STEP 2
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Click "Search" to find the client's address on the Map.
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If it looks like the address has placed the "house" icon in the right location, click "Update" to set this location.
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If not, you can zoom in for more accuracy. Drag the house icon until you are happy with its location and then click "Update".
You can see that the option to "Set Client Location" is no longer being displayed. GPS notifications and reporting will now be triggered for this client in the Staff Activity report.
ON MOBILE
STEP 1
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Tap the Navigator, and select Scheduler > Monitor > Staff Activity
STEP 2
How do I set the Client Location?
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To set the client home address, click "Set Client Location" from the Staff Activity Report.
STEP 3
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Tap "Search" to find the client's address on the Map.
STEP 4
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If it looks like the address has placed the "house" icon in the right location, tap "Update" to set this location.
-
If not, you can zoom in for more accuracy. Drag the house icon until you are happy with its location and then tap "Save Location".
You can see that the option to "Set Client Location" is no longer being displayed. GPS notifications and reporting will now be triggered for this client in the Staff Activity report.
