The Customer section allows you to manage customers that can make bookings with your drivers. Each customer functions as account within your group and can be linked to specific jobs.
Customer Overview Screen
Viewing Customers
Access the customer overview to see all created customers in your system.
Creating a New Customer
Click the blue + icon in the bottom right corner
Fill in the mandatory information
Save to create the customer
Accessing Customer Details
Click any customer from the list to navigate to their details screen.
Customer Details Screen
Managing Customer Information
Edit Customer: Click the "Edit Customer" button to modify customer information
Delete Customer: Click the red "Delete" button to remove the customer from your system
Debtor Code
Each customer receives a unique customer code that enables passengers to book rides "on account" through your passenger app.
Data Export
Customer information appears in Excel job exports, which can be uploaded to your administration tools for accounting purposes.
On Account Passengers
Adding Passengers via Portal
To allow passengers to book on account for a specific customer:
Navigate to the customer details screen
Click the "Add passenger" button
Use the exact phone number the passenger registered with in your passenger app
Once created, the passenger can select "On account" as a payment option
Adding Passengers via Web Booker
Passengers can self-register for customer accounts when:
The "Allow customers to sign in" option is enabled in Web Booker settings
Login and signup buttons appear in the top bar of the Web Booker
Passengers complete the signup process independently
Managing Passenger Access
Deactivating Passengers
When a passenger should no longer book on account:
Click on the passenger row to enter their details screen
Deactivate the passenger
Deactivated passengers move to the "Inactive passengers" tab
Reactivating Passengers
Access the "Inactive passengers" tab to view and reactivate previously deactivated passengers.