New Bookings

A.Select new customer

customer can be easily added from here by providing necessary information hence user do not required to create from customer module.

B.New Booking

Follow below listed steps to create new booking successfully.

Step 1 - Create customer or select customer.

Step 2 - Select Pick up and drop off date & time.

Step 3 - Select vehicle. (Only active vehicles are visible.)

Step 4 - Select Driver. (Only active drivers are visible.)

Step 5 - Select no of travellers.

( User can add a number of travellers up to its vehicle capacit,y which has been set while creating vehicle types.)

Step 6 - Add pick-up and drop-off address.

Step 7 - Add a relevant note if applicable.

Step 8 - Add a user-defined field.

Step 8 - Add a user-defined field.

Step 9 - Click on round trip and enter drop-off date and time if required

If the round-trip option is selected, both the vehicle and the driver will be occupied and unavailable for other bookings during the selected timeframe. They will become available again once the current booking is completed and the driver and vehicle interval has ended.

Step 10 - Click on Save Bookings.

User can have the option to establish time interval for booking same vehicles and drivers from SETTINGS>GENERAL SETTINGS.

The vehicle and driver will then be reserved in accordance with the configured time frame.

Last updated

Was this helpful?