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Setting up Routes on Collar

Note

Collar Routes™ is included within the Business Tier and available as an add-on to the Premium Tier.

Collar Routes™ is designed to help pet businesses streamline their pick-up, drop-off, and mobile service routes. The first step in using Routes is to create Zones—designated catchment areas covered by a specific driver or vehicle.

Step 1: Creating a Zone on Collar

  1. Go to the Routes Tab
  2. Select “Zones”
  3. Click the (+) in the top right corner and choose “New Route”

Step 2: Adding Pets to a Zone

  1. In the modal, go to the Pets tab
  2. Search for pets by name, owner name, email, postal code, or tag
  3. Select the checkbox next to each pet you want to add
  4. Click “Add Selected Pets” at the bottom

Note

Pets added to the zone will later appear on your daily Route Planner based on their booked service or booking tag (configured later).

  • Pets will appear alphabetically by default.
  • To reorder pets, assign a number in the box to the left of each name.
  • Each pet must be assigned a default Job (e.g., “Pick-up” or “Drop-off”).

Step 3: Adjusting Zone Settings

  1. With the modal still open, go to the Settings tab
  2. Fill in the following:
    • Zone Name: e.g., “West London – Pick-up”
    • Area: e.g., “London”
    • Sorting Number: Controls the display order of this zone’s route on the Daily Planner
    • Route Colour: This colour appears next to the route in the planner
    • Start Time: e.g., 8:00 AM for a morning pick-up route
    • Job Duration: Average time per stop (e.g., 10 minutes per job)
  3. Under Services, select the services that should trigger route appearance when booked (e.g., Daycare)
  4. (Optional) Add Appointment Tags to refine further:
    • e.g., If you select “Daycare” as a service and “Pick-up” as a tag, only dogs booked for Daycare and tagged with “Pick-up” will appear in the route planner
  5. Click “Save” to finalize the Zone setup

Step 4: How to Add a Vehicle

To generate routes in your Daily Planner, every Zone must be linked to a Vehicle. This ensures your scheduled pickups, drop-offs, or mobile services are assigned properly for execution.

  1. Go to the Routes Tab
  2. Select Vehicles
  3. Click the (+) button in the top right corner to add a new vehicle

Under Settings:

  • Vehicle Name: Enter a name for the vehicle
  • Vehicle Type: Choose the type (e.g., Van, Car, Bus)
  • Service Status: By default, vehicles are marked “In Service.”
    • You can toggle this if the vehicle is out of service temporarily
  • Plate Number: Enter the license plate
  • Vehicle Colour: Choose a colour that will visually identify the vehicle on your Daily Planner
  • Loading Capacity: Set the maximum number of pets the vehicle can carry

Step 5: Adding Routes to a Vehicle

  1. Under the Routes section, click “Add New Route”
  2. Select the Zone you want this vehicle to serve
  3. Assign a Driver from your staff list
  4. Repeat to add additional routes to the same vehicle, if needed
  5. Click Save

Once vehicles are connected to zones and drivers are assigned, your Daily Planner will automatically reflect all active routes, simplifying your team’s logistics and day-to-day operations. 🐾🚐✅

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