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Create a booking

Booking a ride from the office: the fields, the live price, return trips, and who gets told.

Who:
Owners, admins, dispatchers and reservations agents

Before you start

  • The customer must exist. Add them on Customers first (how).
  • The vehicle class must have rates on Pricing & company (how).

Book a ride

  1. Open Bookings and click New booking.
  2. Choose the customer, the service (Airport transfer, Point to point or Hourly) and the vehicle class.
  3. Enter the pickup address, and the drop-off address for one-way trips.
  4. Set the date and time and the number of passengers (1 to 60).
  5. For one-way trips enter the distance in miles; for hourly service, the hours.
  6. Add extra stops and tolls if there are any.
  7. For airport pickups, add the arriving flight (like B6 1234) so it's tracked.
  8. Check the price, which updates as you type, and save.

The price is calculated from your rates as you fill in the form, then calculated again on our server when you save. See how a price is worked out.

What happens when you save

  • The ride is saved as Confirmed straight away, with a reference like RC-1234.
  • If the customer has an email address, they get a confirmation email. If you take card payments, it includes a link to pay.
  • If they agreed to texts on your booking page and texts are connected, they also get a confirmation text.

Return trips

Tick Add return trip to book the way back at the same time. Give the return date, time and (for flights home) the flight number. The return is its own booking, with the route reversed and its own reference, linked to the outbound ride. Each leg can be assigned, changed or cancelled on its own.

Rides that repeat

For a customer who rides every week, tick Repeat weekly instead of booking each ride. See Standing orders.

Tip: Booking from a phone works the same way: the Bookings page turns into cards you can tap.