Have a frequently visited destination that you'd like the app to recognize and label automatically for your team members?
Watch the video tutorial below or keep scrolling for a step-by-step image tutorial:
Step 1: Log into your account on the Team Dashboard,
Step 2: If you want to assign specific Places to a particular team or sub-team, start by going to 'Teams'. If you'd like to assign places to all the members within your team and subteam go to Step 3.
Step 2b: Select the Team to which you want to add Team Places.
Step 2c: Click on 'Team Places' and select '+Add New'. In this example, Team Places will only be added to the 'West Coast Region' Team.
Enter the Address and Place Name for this location ("Place ID" & "Notes" are optional). Click 'Save' in the top right corner and you're done!
Please note: Team Members will have to close and reopen Everlance to see the updated Team Places.
Step 3: Click on 'Team Settings'.
Step 4: Click on 'Team Places'.
Step 5: Click '+ Add New.'
If you would like to import multiple Team Places click here for a tutorial on how to bulk import Team Places.
Step 6: Enter the Address and Place Name for this location ("Place ID" & "Notes" are optional). Click 'Save' in the top right corner and you're done!
Please note: Team Members will have to close and reopen Everlance to see the updated Team Places.
Pro Tips:
Use the search bar to filter your Team Places:
Customer Support:
If you need to contact support or have questions, please check out our help center at help.everlance.com or reach out at support@everlance.com or by phone at (872) 814-6308 (USA) or (877)704-2687 (CAN). Our office hours are 9am-5pm EST Monday - Friday and 9am-1pm EST on weekends.
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