How do I set the maximum distance for customer check-ins?

This article explains how to change the maximum distance that your sales reps are allowed to be from a customer location when they check in at that customer. This is known as geo-fencing.

The default maximum distance that your reps are allowed to be when they check into a customer location is 5,000 m.

You can change the distance by following these steps:

  • Log in to the admin console: https://web.onsightapp.com
  • Click on ‘Setup’
  • Click on ‘Configuration’
  • Scroll down to ‘Max Check-In Distance’ and make your changes.
  • Click on ‘Save’.

If you want to let your sales rep check in at any location for all customers, then keep the ‘Max check-in Distance’ at 0 (zero) metres.

If you want to let your sales rep check in at any location for a specific customer, then don’t allocate a specific GPS location for that customer.

Related articles:
How does GPS tracking and customer check-in work?
How do I manage customers’ GPS coordinates in the admin console?
How do I view check-in and check-out data?