📝 Overview
GIS (Geographic Information System) Mapping allows you to define geographic zone boundaries to identify resident and non-resident customers. Once zones are established, the system automatically determines a customer's residency status based on their address and applies the appropriate pricing at the time of registration.
🔔 Looking to import boundary files instead of drawing zones manually?
If your organization uses boundary files in KML or KMZ format, they can be imported directly rather than drawn by hand.
🛠️ Setup
Follow the steps below to enable GIS Mapping and create your first zone.
🖥️ Enable GIS Mapping
Click the arrow to learn how to enable GIS Mapping
Click the arrow to learn how to enable GIS Mapping
Navigate to Company Settings and enable the GIS Map feature.
After toggling this feature on, log out of the software and then back in.
✏️ Draw Your Zone Boundaries
Click the arrow to learn how to draw zone boundaries on the map
Click the arrow to learn how to draw zone boundaries on the map
Navigate to GIS Mapping by typing "GIS Mapping" in the main search box, or by going to Settings (gear icon) > System > GIS Mapping.
Use the Hand Tool and the magnification adjuster to navigate the map and pinpoint the area where you want to draw your zone.
Click the Drawing icon to begin drawing your boundary. Click on the map to place each point.
Once your shape is closed and complete, it will fill in with a color, indicating it is complete.
Switch back to the Hand Tool and click on your shape. Choose to save or delete the boundary.
💾 Name & Save Your Zone
Click the arrow to learn how to name and save your zone
Click the arrow to learn how to name and save your zone
Click Save in the Shape Options panel. A "Save Shape" modal will appear.
Enter a name in the Zone Name field and select a color from the Zone Color dropdown.
Click Save to confirm.
⚠️ Important Note: Existing customer accounts are not automatically updated when new resident GIS zones are created. Residency status is only determined when a customer profile is created or edited. If you need all existing customer accounts updated to reflect new zone boundaries, contact our support team to request a residency status refresh.
🔔 Ready to configure resident & non-resident pricing?
Once your zones are set up, learn how to apply resident and non-resident pricing to your products and understand how it affects what customers see during registration.