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Portal view > can see all bookings
Manager
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Portal
Cannot pickup bookings but can assign them
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Portal Manager Login
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Driver > can assign bookings to themselves or others
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Show only my bookings
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Show completed bookings (Mine plus Miss and Off)
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To Reduce list - Untick Show completed bookings
and can see all the bookings
Can enter a driver code - or overwrite a driver code
Can enter a new pickup time (changes sequence in the grid)
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Driver Portal
Drivers logs the bus in
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Driver Identifies
Some companies have the driver login as the bus (username / password)
To identify the driver - the driver then logs in using their 3 letter code and password
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Driver drives and updates bookings
The drivers 3 letter code (AKA) becomes their identification in the grid
Can assign bookings to themselves (Tick Me) or others (by entering the drivers AKA)
Can view only their bookings (on by default) can view completed (off by default)
Normal use the grid shows only incomplete bookings assigned to them
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Completed also includes missed bookings (no show flag)
Customer Greeters Portal
Where a customer wants a view of the portal showing the bookings they are the booking entity
Login as a Shuttle Greeter
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Shuttle Greeter View
The portal view provides where the booking is being dropped off and the name and contact details for the booking.
The greeters can then meet customers as the are due to arrive using the status of “on board” to indicate the driver has picked up the passenger. Passengers may not go directly to the shuttle and so the status is considered the most accurate.
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If a passenger is under age that will be indicated in the view
How to Setup Shuttle Greeter Logins
Where a debtor has multiple drop off points - example a university. Define each drop off point as an address on the Debtor as a “Shuttle Stop” so the booking will show this as the end destination
Debtor to have “Allow Login” ticked and default roles of “Shuttle Greeter” and “Referrer or Delegate Bookings” - this allows persons to be given login roles
Debtor to have the person who will login as a contact
The contact is to have “Allow Login” Ticked and roles of “Shuttle Greeter” and “Referrer or Delegate Bookings”
The contact will show with a green tick indicating they can login
The portal view provides where the booking is being dropped off and the name and contact details for the booking.
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The greeters can then meet customers as the are due to arrive using the status of “on board” to indicate the driver has picked up the passenger. Passengers may not go directly to the shuttle and so the status is considered the most accurate.
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