Creating and Utilizing Zip/Postal Code Groups in Onverity

Creating ZIP Code Groups

ZIP Code Groups allow you to organize multiple ZIP codes into a single scheduling territory that can later be assigned to a time slot and technician.

1. Navigate to Settings.
2. Select Time Slots.
3. Under Postal Code Grouping, click Add.
4. Enter a name for the ZIP Code Group.
5. Enter a description for the group if desired. Examples might include North, South, East, or West.
6. Select all ZIP codes that should be included in the group.
7. Click Save.
8. Repeat this process for any additional ZIP Code Groups you wish to create.
9. Once all groups have been created, click Sync to update the scheduling settings.
10. Refresh the page to load the updated ZIP Code Groups.

Using ZIP Code Groups for Scheduling

After creating a ZIP Code Group, you must assign it to a time slot and then make the appropriate technician available for that time slot.

Create a Time Slot

1. Navigate to Time Slot Configuration.
2. Select the day you want to edit.
3. Click Add to create a new time slot.
4. Enter a name for the time slot.
5. Select the appointment types that should be available within the time slot.
6. If desired, select the option to use the start and end times as the time slot name.
7. Select the ZIP Code Group that should be available for scheduling during this time slot.
8. Select Activate Time Slot.
9. Click Save.
10. Click Confirm.

Assign the Time Slot to a Technician

1. Navigate to Users.
2. Select the technician who will service appointments within the ZIP Code Group.
3. Open the technician's Schedule tab.
4. Click Edit.
5. Select the day you want to modify.
6. Select the time slot to be assigned to the technician.
7. Click Edit.
8. Select Yes when prompted.
9. Select the ZIP Code Group that should be available to the technician during that time slot.
10. Click Save.
11. Click Save again to finalize the schedule changes.