What is a zone?

A zone is a field which you can use to segment your region in a way that is useful for your business. Zones can be separated by individual postal/zip code, a group of postal/zip codes, neighbourhoods, transportation routes, or any other geographical separation that is meaningful for your business. Zones were created to simplify Tutor Matching and eventually help with Tutor Capacity.

How can I use zones?

Once zones are created, each account/client can be assigned ONE zone. This will allow for hot mapping and campaign-focused tracking in future. 

Each tutor can select any/all zones that they are available to work in. This will simplify the matching process when a franchisee wants to identify quickly which tutors are available in the account/client zone. Zones can be filtered in the Tutor Availability Report to see at a glance, which tutors are available in a given zone.

Creating a zone

1. Go to Activities > Zones in the menu bar.
   
2. Click Add Zone in the left-hand menu.
   
3. In the Zone Name field, input what you would like to call your zone. This field will be visible in the drop-down menus used to assign tutors and clients to zones.
   
4. In the Description field, you can add a more detailed description about the zone you are creating. For example, you can add the list of postal or zip codes that are included in this zone.
   
5. Click Save. 
   

Assigning clients to zones

A zone can be assigned on the Lead page, on the Client page, or on the Enrollment page in BANG. In this example, you will be shown how to assign a zone to an existing client.

1. In the top menu bar, hover over Client Care and click Clients.
   
2. Click the pencil icon beside the name of the client that you would like to assign a zone for.
   
3. In the BASIC INFORMATION section, you will find the zones field. Select one of the zones you have created and assign it to the client.
   
4. Click SAVE. 
   

Assigning tutors to zones

1. To assign an existing tutor to a zone, hover over Tutors in the top menu, and select Directory.
   
2. In the Directory, find the tutor that you would like to assign a zone to, and click the pencil icon to edit.
   
3. Scroll down to the CONTACT INFORMATION section and find the Zones field. Here, you can select all of the zones that your tutor is able to tutor in.
   
4. Click  SAVE.
   
1. Note that tutors will also be able to add and edit zones under Settings>My Profile when they log into their own accounts in BANG
   

Filtering tutors by zone in the Tutor Availability Report

1. Hover over Tutors in the top menu and click Availability.
   
2. Click FILTER. This will expand the filtering options.
   
3. In the Zones field, select the zone you would like to filter for.
   
4. Click APPLY.  You can now see all tutors that have been assigned to this zone.