This article will help you understand the different sections of the portal in your TaxiWebBooker account. The portal serves as the backend of your TaxiWebBooker workspace, offering comprehensive control over your business to efficiently support your operations.
Video: TaxiWebBooker Portal Overview
You can log in to the Web Portal here. Your login data has already been mailed to you. (You can find this mail by searching in your inbox: title: Welcome [name]! Here's your login details.)
When you log in you can choose to access your personal space or switch your workspace to one of your groups.
Press the hamburger button, left of the logo, to open the navigation drawer. Here you can see all the groups you are either the owner or admin of and select them to open.
Click on your desired group name and from there you will have an overview of your workspace.
Dispatch Panel
The Dispatch Panel is located in the top left menu and provides a detailed view of all bookings within your system. This advanced feature lets you:
Select multiple bookings at once
Change booking details or assign them to drivers seamlessly
Complete or cancel one or all bookings at once
Track bookings across various stages using the panel tabs
The Dispatch Panel includes a To be assigned tab for unassigned bookings and a To-do tab for bookings already assigned to drivers. You also have an overview of completed and canceled jobs, offering a comprehensive view of all bookings in your system.
Click on any booking to open, edit, or reassign it as needed. In the booking details view, you have access to all specifics related to that booking. In the edit view, you can make changes such as adding multiple stops, adjusting times or types, and incorporating commissions into your booking.
Members
An overview of all the drivers in your fleet and the operators or admins you've designated within your environment.
Creating a driver is straightforward—you just need to input a first name, last name, email, and phone number. Once done, the driver becomes immediately available for booking assignments.
You can add extra admins or operators to the system, allowing you to manage your environment collaboratively. Each admin or operator gets notified whenever a new booking is entered through the Web Booker.
Administration
In the administration section, you can manage:
Jobs: An overview of your group's planned, completed, and canceled jobs.
Payments: Manage and track all payments in your system.
Customer Invoices: Handle invoicing for your customers.
Driver Settlements: An overview of all your current group settlements and settlement history.
Customers
An overview of your returning customers, whether they are businesses or individual contacts. When you create a contact, an invitation is sent allowing them to log in to the customer portal. (Only visible if you have created debtors/contacts in your account.)
Ratings
An overview of all ratings you've received for your group jobs. This gives you a complete picture of your service quality.
Web Booker
Here you can launch your own private Web Booker. You can create one Web Booker for integration on your website, or multiple Web Bookers with different settings for various websites—all linked to the same account.
Settings
In the settings overview, you can fully customize your environment:
General: Set your general group settings, including availability.
Products: An overview of all products (cars) available for your group. When creating a job you will see these products.
Prices: Set your pricing rules, including advanced pricing options. These rules apply when you create a job or when customers book through the Web Booker. You don't need to set prices if you choose to drive on meter. More info on setting your prices here.
Locations: Create locations from where you can apply pricing rules. For example: Amsterdam – Schiphol for €40.
Location Policies: Specific rules for your locations.
Invoice Settings: Configure how invoices are generated and sent.
Custom Fields: Add custom fields to capture additional booking information.
Workflows: Set up specific workflows for sending messages based on criteria.
Cancellation Flow: Define how cancellations are handled.
Coupons: Create discount coupons for clients to use in the Web Booker and/or white label Passenger App.
Promotions: Promote special offers in the Passenger App.
Apps: An overview of apps connected to your group.
My Contract
An overview of your Fleet Solutions contract details and invoicing.
Messages
View development updates relating to TaxiWebBooker.
Help
Product videos, change log and help center.