How to Prevent Appointments from Being Created for Leads Outside of Your Support Area

To ensure that appointments are only scheduled within your designated support area, you can upload a list of supported postal codes to the HeavySet Tech system. This guide will walk you through the steps to gather the zip codes for your area and upload them to prevent appointments from being created outside your support region.

Step 1: Gather Zip Codes for Your Support Area

Use a Zip Code Radius Search Tool

To compile a list of zip codes within your support area, you can use online tools that generate zip codes based on a central location and a specified radius. Here are some recommended websites:

• ZIP-Codes.com
• FreeMapTools.com
• Melissa Lookups

Instructions:

1. Access the Tool:

   • Visit one of the websites listed above.

     Enter Your Central Location:

   • Input your primary zip code or city name into the search field.

     Specify the Radius:

   • Determine the radius (in miles or kilometers) that defines your support area.

     Generate the Zip Code List:

   • Click on the search or find button to generate a list of zip codes within your specified area.

     Export the List:

   • Download the list as a .csv file if the option is available.
   • If Export Option is Not Available:
     • Copy the list of zip codes.
     • Paste them into a spreadsheet program like Microsoft Excel or Google Sheets.
     • Save the file in .csv format.

Step 2: Prepare the .csv File for Upload

• Ensure Proper Formatting:
  • The zip codes can be listed in any column.
  • The HeavySet Tech system will search all rows and columns for zip codes.
• Save the File:
  • Make sure the file is saved with a .csv extension.

Step 3: Upload the Zip Codes to HeavySet Tech

1. Access the Organizations Edit Page:

   • Go to the HeavySet Tech Organizations Edit Page.

     Locate the "Supported Postal Codes" Section:

   • Scroll down to find the "Supported Postal Codes" label.

     Upload the .csv File:

   • Click on the "Upload" button beneath the "Supported Postal Codes" label.

   • Select your prepared .csv file from your computer.

     Submit the Changes:

   • After the file is uploaded, click on the "Submit" button to save your changes.

• Important: Failing to click "Submit" will not save the uploaded zip codes to your account.

  Confirm the Upload:

• Verify that the zip codes have been successfully uploaded.
• Check that your support area settings accurately reflect the areas you intend to cover.

Additional Tips

• Regular Updates:
  • If your support area changes, repeat these steps to update your list of zip codes.
• Verify Accuracy:
  • Double-check the zip codes in your .csv file to ensure they are correct.
• Support:
  • If you encounter any issues, contact HeavySet Tech support for assistance.

Conclusion

By uploading a list of supported zip codes to the HeavySet Tech system, you can effectively prevent appointments from being scheduled outside of your designated support area. This ensures that your services are provided only to leads within regions you cover, optimizing your operations and customer satisfaction.

If you’re not yet using HeavySet Tech, you can schedule a live demo here to see how our platform can benefit your business.