Customers
Add customers, see their ride history and what they owe, and file them under a corporate account.
- Who:
- Everyone in the office can see customers; owners, admins, dispatchers and reservations agents add them
Add a customer
- Open Customers and click Add customer.
- Enter their name, email and phone. The email is where confirmations, reminders and receipts go.
- Under Bill rides to, leave Pays per ride (no account), or choose a corporate account to bill their rides monthly.
- Optional: their company and notes, e.g. "prefers the same chauffeur, quiet rides".
Customers who book on your booking page are added for you, matched by email.
The customer list
Sorted by what they've spent, with each customer's last booking. A texts label means they agreed to ride-update texts on your booking page. Totals count completed rides only.
A customer's page
- Completed rides, total spent and what they owe.
- Booking history, newest first. Click any ride to open it.
- Notes.
- Bill rides to: move them onto or off an account. Their future invoices follow.
Tip: Moving from another system? Import your customers from a CSV file instead of typing them in.