Service Territories

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.

No territories yet? The page says so and invites you to create your first one.

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.

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.

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.

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.

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.

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."

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.