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.
Home
Het Home section provides an overview of the Web Booker setup and current account status.
Web Booker section includes:
Displays the Web Booker link
Option to copy the link
Access to Settings
Option to Add to website for integration.
Account Status section shows the progress of the initial setup through a checklist (such as general settings, availability, service area, pricing, branding, and billing), along with a completion percentage indicator to track how much of the configuration has been completed.
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.
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.
Members
Member management is available on the Pro and Full plans.
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.
Customers
Managing customers is available on the Pro and Full plans.
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
Customer ratings are available on the Pro and Full plans.
An overview of all customer ratings you've received for your jobs. Customers can review your service and drivers through a link in the emails that get sent. This gives you a complete picture of your service quality.
Settings
In the settings overview, you can fully customize your environment:
General: Configure your general group settings, including currency, date format, and system-wide preferences.
Availability: Define when your service is available for bookings.
Areas & Locations: Create and manage locations that can be used for pricing rules and service areas (e.g., Amsterdam – Schiphol).
Products: View and manage all available products (vehicles). These are used when creating jobs and bookings.
Prices: Configure pricing rules, including advanced pricing options. These rules apply to both manual bookings and Web Booker bookings. Metered pricing can also be used if preferred.
Payments: Set up and manage available payment methods for bookings.
Invoicing: Configure how invoices are generated, grouped, and processed.
Custom Fields: Add custom fields to capture additional booking.
Workflows: Create automated workflows for sending messages and notifications based on specific conditions.
Cancellations: Define rules and flows for handling booking cancellations.
Coupons: Create and manage discount coupons for use in the Web Booker or passenger applications.
Dispatch Settings: Configure how jobs are assigned and dispatched to drivers.
Commissions: Define commission rules and policies for drivers or partners.
My Contract
The Contract section provides an overview of your TaxiWebBooker license and billing details in one place. It displays key contract information such as the contract ID, contract type, license key, and start date, helping you identify your active subscription. Alongside this, the billing details section shows the configured payment method, billing email, billing name, billing cycle, card expiry date, and next renewal date, giving you full visibility into your subscription and payment schedule. This section also allows you to manage your subscription by updating billing details or canceling your purchase when needed.
Messages
View development updates relating to TaxiWebBooker.
Help Centre
The Help Center serves as a central resource hub that provides users with all the support materials needed to effectively use TaxiWebBooker. It includes access to tutorial videos, product updates (changelog), and detailed guidance on various features and workflows within the platform. This section is designed to help users quickly find answers, learn how to configure different settings, troubleshoot common issues, and stay informed about new improvements or changes, enabling a smoother and more efficient experience without needing direct support.