> ## Content Index > Fetch the complete content index at: https://blog.klienthq.com/llms.txt > Use this file to discover other available public pages before exploring further. # Service Territories - URL: https://blog.klienthq.com/service-territories/ - Published: 2026-10-01T16:33:42.000Z - Updated: 2026-10-01T17:46:00.000Z - Description: How to set up a service territories in KlientHQ - Author: KlientHQ - Tags: Getting Started Tell KlientHQ where you work, so online booking only takes jobs in your area. ## At a glance **You'll accomplish:** One working service territory: a location, a service area, hours, scheduling rules, and services. It is ready for online booking. **Time needed:** About 10 minutes for your first territory. **What you need** - A KlientHQ login that can create territories - The address at the center of your service area - A list of ZIP codes you serve, or a distance you are willing to drive ## In this guide 1. [Before you start](#before) 2. [Pick how you describe your area](#choose) 3. [Step by step](#steps) 4. [What you'll see when you finish](#after) 5. [If something isn't working](#faq) 6. [Next step](#next) ## Before you start - **Decide how you think about your area.** Do you serve certain ZIP codes, or "anything within 25 miles of the shop"? Your answer picks the area type in Step 4. - **Have your business hours in mind.** The Hours step starts from your saved business hours. You can change each day. - **Know who works this area.** Assigning team members is optional. You can skip it and come back. - **Services can wait.** You do not need any services yet. You can leave a territory on **All Services** and set up services next. [Our services guide](service-setup.html) covers that. Why this matters A service territory is the area where you take jobs. Online booking uses it to decide who can book you, which hours and time slots they see, and which of your team can take the job. If a customer enters a ZIP code outside every territory you have turned on, they cannot go further in the booking flow. Set this up before you share your booking link. ## Pick how you describe your area You choose one method per territory. Pick the one that matches how you already think about your work. | Area type | What the app says | Good for | | -------------------------------- | ----------------------------------- | ------------------------------------------------------------------- | | ZIP Codes | Define service area by postal codes | Businesses that serve specific towns or ZIP codes | | Radius | Circle around a center point | Businesses that serve everything within a set distance of one spot | | Custom Geofence Pro | Draw custom polygon boundaries | Not covered in this guide | | Drive-Time Isochrones Pro | Real drive-time boundaries | Not covered in this guide | | Technician Density Heatmaps Plus | Auto-balance by tech locations | Not covered in this guide | | Customer LTV Zones Plus | Protect high-value accounts | Not covered in this guide | This guide walks through **ZIP Codes** and **Radius**. They carry no plan badge. The other four carry a **Pro** or **Plus** badge in the picker. Tip Not sure which to choose? Start with **ZIP Codes**. It is the default, and it is the easiest to explain to customers. You can edit a territory later. ## Step by step ### Open the territories page In the main menu, click **Settings**. Then, under the **Business** group, click **Service territories**. You will see two tabs, **Active** and **Disabled**, each with a count. A blue **\+ New territory** button sits at the top right. Each territory you already have shows as a card. **The Service territories page.** Find it under **Settings**, in the **Business** group. This account already has one territory, Austin, so you see its card. No territories yet? The page says so and invites you to create your first one. Heads up If you do not see **\+ New territory**, your role may not be allowed to create territories. Ask the account owner. ### Start a new territory Click **\+ New territory**. A window titled **Create New Territory** opens. The window has six steps, shown in a row across the top: **Location**, **Service Area**, **Hours**, **Scheduling**, **Services**, and **Providers**. A progress bar shows how far along you are. You can go back at any time with **Back**. ### Set the location 1. In **Territory Location** (required), start typing an address and pick one from the suggestions. Choose the center of the area you serve, such as your shop or the middle of town. A green check appears when the pick works. 2. Look at **Territory Name**. The app fills it in from your location. Change it to something clear, like "North Side" or "Downtown Dallas". 3. Look at **Timezone**. It is set from the location you picked. 4. Under **Delivery & status**, check the four switches. The defaults suit most cleaning, HVAC, and landscaping businesses. **In the window, step 1 of 6: Location.** The location is Dallas, TX, USA, with a green check. The name field is filled in, with an AI button beside it. (This is a demo account, so the name is a test name.) | Switch | What it does | Starts as | | ---------------------- | ---------------------------------------------------------- | --------- | | Mobile Services | You travel to customers' addresses within the service area | On | | In-Person Appointments | Customers visit your business location | Off | | Online Booking | Lets customers book online in this territory | On | | Status | Turns the territory on or off | On | Heads up After you pick a location, the app may add the city name to the **Territory Name** field. Read the name before you click **Next**. Fix anything that looks doubled or off, such as "North Side Dallas Dallas". Tip Leave **Online Booking** on. If it is off, your booking page will not use this territory. Click **Next** when the location and name look right. ### Choose your service area On **Service Area Boundaries**, click the card for the area type you picked. **ZIP Codes** is already selected. Then fill in the details for that type. If you chose ZIP Codes 1. In the **ZIP Codes** box, type each 5-digit ZIP code. Press **Enter** or **Space** after each one. The app adds the comma for you. 2. Optional: click **AI Suggest** to get ZIP codes proposed from your location. Read the list before you keep it. 3. Check the map preview under the box. It is a quick visual check, not an exact boundary. **In the window, step 2 of 6: Service Area, ZIP Codes.** Three Dallas ZIP codes are entered. Some of the other cards carry a **Pro** or **Plus** badge. A map preview starts at the bottom. Heads up You need at least one ZIP code to continue. If you leave the box empty, the app asks you to enter at least one. If you chose Radius 1. Click the **Radius** card. 2. Open the **Radius (miles)** dropdown and pick a distance. The choices are 5, 10, 15, 25, and 50 miles. It starts at 25. 3. The circle is measured from the **Territory Location** you set in Step 3\. The app shows the center point under the dropdown. **In the window, step 2 of 6: Service Area, Radius.** The dropdown starts at **25 Miles**. The blue circle on the map preview shows the area it covers. Tip If you see "Set territory location to enable radius calculation", click **Back** and pick your address from the suggestions on the Location step. Click **Next**. ### Set your hours **Hours of Operation** lists Sunday through Saturday. The text above it reads "Defaults are based on your business hours." 1. For each day, use the switch to mark the day open or closed. 2. For open days, set the **Open** and **Close** times. 3. Optional: click **Suggest Hours** for a starting schedule. Read it before you accept it. 4. Click **Next**. Why this matters These hours decide which days and times customers can pick on your booking page for this territory. Check each day, because a day you leave open can be booked. ### Choose how time slots work The **Scheduling** step controls how time slots look to customers, and how KlientHQ decides a slot is open. 1. Under **Timeslot format**, choose **Exact times** (for example, 9:30 am) or arrival windows. Exact times is the default. 2. Under **Timeslot interval**, choose how far apart start times are. It starts at **1 hour**. A small example below shows what customers will see, such as 8:00 AM, 9:00 AM, and 10:00 AM. 3. Under **Availability Options**, pick **Based on Service Provider Availability** (the default) or **Manual**. The first uses your providers' schedules and jobs already booked. The second lets you set a maximum number of jobs per slot or day. 4. Scroll down for more options. With provider-based availability, **Account for Drive Time** is on, a 10 minute buffer sits around each job, and jobs are limited to 10 miles apart. 5. Click **Next**. **In the window, step 4 of 6: Scheduling.** The defaults are **Exact times**, a **1 hour** interval, and **Based on Service Provider Availability**, with **Account for Drive Time** on. Tip Not sure about any of this? Keep the defaults. After a few real bookings, you will know what to change. HVAC and landscaping crews who cannot promise an exact minute can look at the arrival window option in the format menu. ### Choose the services On the **Services** step, you pick which services this territory offers. - **All Services** (the default) makes every enabled service bookable in this territory, including ones you add later. - **Specific Services** is for choosing only some services. The app describes it as "Only selected services will be bookable in this territory." **In the window, step 5 of 6: Services.** **All Services** is selected by default. A **Suggest Services** button sits at the top right. Tip If you have not created any services yet, keep **All Services** and click **Next**. Then set up your services in [the next guide](service-setup.html). ### Add providers and create the territory 1. On the **Providers** step, tick the team members who work this area, or use **Select all**. 2. No one to add yet? Skip this step. You can edit the territory later and assign people then. 3. Click **Create Territory**. A message confirms the territory was created, with its name. The window closes and your new territory appears on the **Active** tab. **Done.** The new territory shows on the **Active** tab. Its card lists the location, "3 ZIPs", "All services", and "No providers". ## What you'll see when you finish Each territory shows as a card with its name, an **Active** or **Disabled** badge, the address you picked, and a short summary of the area, such as "3 ZIPs" or "25 mi radius". It also lists the timezone, whether it offers **All services**, and how many providers are assigned. - **To change a territory:** click its card, or **Edit territory**. All six steps open, so you can jump to the one you need. - **To turn one off without losing it:** switch **Status** off on the Location step and save. It moves to the **Disabled** tab. ### Test it the way a customer would 1. Open your public booking page. 2. Enter a ZIP code you serve. You should move on to the next step. 3. Go back and enter one you do not serve. You should not be able to go further. Heads up Customers whose ZIP code falls outside every territory you have turned on cannot continue booking. Always test with a ZIP code you serve before you share your booking link. ## If something isn't working ### The Next button won't let me continue. On the Location step, make sure you picked an address from the suggestions, so you see the green check. On the Service Area step, ZIP Codes needs at least one ZIP, and Radius needs a location. ### My territory name has the city twice, or the wrong city. The app can add the city after you pick a location. Click into **Territory Name** and type the name you want before you click **Next**. You can also fix it later with **Edit territory**. ### Every customer is being turned away. Check the **Active** tab. A territory that is **Disabled**, or has **Online Booking** switched off, is not used for online booking. At least one territory needs to be on, with **Online Booking** on. ### A customer near the edge of my area was turned away. A radius is a circle from one point, so places near the edge can fall outside it. Try the next distance up. Or create a ZIP Codes territory for that ZIP. ### The map preview is blank. The preview is only a visual aid. Your area still saves without it. ### I can't use Custom Geofence, Drive-Time Isochrones, or the other badged types. Those cards carry a **Pro** or **Plus** badge. **ZIP Codes** and **Radius** have no badge, so start with one of them. ## Next step Your territory tells online booking where you work. Next, tell it what you sell. Set up your services, with prices, durations, add-ons, and questions, so customers have something to book. [Read: How to set up a service in KlientHQ](https://blog.klienthq.com/creating-services/)