How do I set up a geofence for a customer?

Open the customer's profile, go to the Geofences tab and click Add New. Find the location, draw the area on the map, name it and click Save. A geofence is an area on the map that triggers an alert when someone enters or leaves it.

Create a geofence

1. Open the customer's profile from the Customer module.

2. Click the Geofences tab.

   

3. Click Add New. A map window opens.

4. Use the search bar to find the location.

5. Draw or resize the geofence area on the map.

6. Give it a name.

7. Click Save. The geofence appears in the list and is tagged on the customer's profile.

Edit a geofence

1. Find the geofence in the list.

2. Click the three dots next to it and choose Edit.

3. Make your changes and click Save.

Delete geofences

Deleting a geofence can't be undone and can affect other data or settings.

1. Choose what to delete:

   • One geofence: click the three dots next to it and choose Delete, or check its box and click Delete.
   • Several: check the box next to each one (or the box in the table header to select all), then click Delete.

2. Click Yes to confirm, or Cancel to stop.

Common questions