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How to Create a Map Route*
Overview
For those businesses that have to visit multiple locations in one day StudioCloud has a variety of mapping features built in to the system. Instructions on how to create a map route are below.
How to Create a Route for Events
- Click on the Calendar component
- Select the Calendar tab
- Click the Agenda button
- Select the events that you want to create a route for
- Click the Group Operations menu option and highlight the Map Options menu item
- Click either the Map a Route Using Client Addresses or Map a Route Using Event Addresses option
- Enter the starting location, which will default to your Business Address
How to Create a Route for Invoices
- Click on the Point of Sale component
- Select the Point of Sale tab
- Click the Invoices/Estimates/Quotes button
- Select the invoices/estimates/quotes that you want to create a route for
- Click the Group Operations menu button and highlight the Map menu item
- Click either the Map a Route By Client Address or Map a Route By Event Address option
- Enter the starting location, which will default to your Business Address
How to Create a Route for Clients
- Click on Clients component
- Select the Clients tab
- Click the All Clients button
- Select the clients that you want to create a route for
- Click the Group Operations menu button and highlight the Map Options menu item
- Click the Map a Route for Visiting These Clients option
- Enter the starting location, which will default to your Business Address
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