Booking Creation

Here we provide a comprehensive guide to the step-by-step process of creating a booking. This resource aims to help you easily navigate and comprehend the entire procedure.

1. To create a new booking, go to Bookings menu.
2. Click on Add Booking button on top right of booking page.

1. Select booking status in dropdown menu.
2. Enter all the required information in this section.
3. Fill in your customer’s details, if a customer is already created previously, as soon you start typing their name all the saved customers list will auto populate.
4. When adding a new customer you can switch customer types from single customer to a corporate customer by clicking Switch To Corporate button, when fill all the required details in this booking form and click save button the customer and booking will be created both in the same time.
5. If a trip is being created other than your customer, just enter the other passenger’s details in this section.

1. Enter pickup address, google map will show you the list of addresses, select the right address you are looking for, Note: if you manually enter an address and do not select from given addresses by google the total distance will not be calculated and you will not be able to get the rate if you have done rates setup already.
2. Add stops on route if required, you can add charges to each stop which will be added automatically on top of base rate. How to add a charge to a stop please go to this link.
3. Enter drop off address, google map will show you the list of addresses, select the right address you are looking for, Note: if you manually enter an address and do not select from given addresses by google the total distance will not be calculated and you will not be able to get the rate if you have done rates setup already.
4. Trip notes if added only be visible to your customers.
5. Trip notes if added only be visible to your Drivers, Partners, Affiliates.
6. Trip notes if added only be visible to your admins, employees.

1. You can assign and or dispatch the trip to your drivers, affiliates, or can do later.
2. You can add other charges and services in this section.
3. To check rates, click on check rates will show you the total trip amount.
4. If you would like to save the rates in the booking, click Apply Rates, if not the rates will not be added till your created trip, you can always apply rates later.
5. To save the booking click Save button.

1. Select payment method as you required.
2. To save payment method you have to click save button.

1. Click Send Confirmation Email after creating a booking.