Table of Contents |
---|
Shuttle Bus Business Overview
Shuttle buses take people regularly to and from key destinations
Destinations (eg airport / seaport) where passengers are picked up or dropped
Addresses
The price of the fare depends on the area of the Address found using suburb / postcode
The address may be selected from a list
Hotels - flagged in the system as Hotels
Common Stops - eg railway stations - flagged in the system as common stops
Shuttle Stops - eg University Dorm - Addresses on Debtors that have flag of Shuttle Stop
The address may be manually entered
Broadly there are two a few types of shuttle runsbusinesses
Ad-Hoc - built as bookings are received - common with:
Areas with sporadic bookings
Private addresses
Bookings can be added to existing legs or be manually added to a run
Route - scheduled runs
Some stops are made even if no booking exists
Strict schedule adherence
Bookings can auto-attach easily
Driver Scheduled
Drivers pick bookings from a list of bookings by adding their name to the booking
Drivers mark bookings on / off / missed in a portal
Definitions
States of Operation - a shuttle run will normally only travel in a single state
Destinations Serviced - eg airport with address and terminals
Hubs are a grouping of destinations
Areas serviced for the destinations
ie Areas that do have a travel time to the destination chosen are not serviced
Services offered
normally a default service and an alternate service eg( Shuttle or Private Vehicle)
Customer Online booking and Payment
Planning Bus Runs
Drivers Portal marking onboard / missed
Delegations
to others (A need to Pay others)
from others (A need to Collect payment from others)
Guest Bookings
Guest bookings are when the person booking online does not create their own account and instead the booking is entered under the cash customer.
Customer online Booking and Payment
Customers are either
individuals making bookings using an online website after authentication
Anonymous Guest users making bookings using the online website (refusing to register)
Referring organisations may provide a LOGO image to display to referred customers
Example a hotel may want their logo displayed if a link was provided from their website to the booking site
The booking screen may be a single page - or setup as a stepped wizard
The customer may make a return booking and pay for it all at the same time
The payment is online and the booking if not paid is not retained by the system
This is to avoid tyre kickers creating bookings in the system.
Online Booking Portal
Some key options:
Panel | ||||||
---|---|---|---|---|---|---|
| ||||||
URL extensions
&cardNo=xxxxxx
&bookingEntity=xxxxxx
&HideLogout=Y
Promotions
Field on booking “Promotion Code”
Field on Booking “Under 18” checkbox - shows below
|
Other portal settings
The fields can be arranged in any order or as a simpler stepped wizard easily
Phone number is setup on the host company > Contact Types > Key = CUSTOMERHOTLINE
...
The customer will then receive a booking confirmation email with an attached invoice
If the customer logs in again and has an existing booking they will see it is possible to show existing bookings it at the top of the screen -(see the green line below). Customers have not been provided the ability to change bookings online once booked.
...
The booking will then be ready for adding to a Bus Run
Booking confirmation email template
Email Template for the booking confirmation
Usage context = Booking
System Usage = Order/Booking Payment Receipt
Recipients Role = Customer
...
Booking Time calculations
Bookings use the following logic to calculate times
A time is required (Arrival or departure)
Flight or ship time normally
The destination must be on the booking
Destinations include
minutes to add if pick up from
minutes to add if drop off to
The address must be on the booking with a suburb/postcode
A postcode results in an Area designation
The Area combined with the destination results in expected travel time
The date must be entered
A time is required
Flight or ship time
Email Templates to use merge fields [PickupTimeSafe] and [DropoffTimeSafe] for shuttle bookings
Booking changes
The customer has not been allowed to make changes to their bookings -
they will need to make a phone call
...
or email
If a booking has already been paid for it cannot be changed
it can be cancelled for credit and a replacement booking entered only
Bus Runs
When a company wants the system to plan all the pickups and drop offs based on booking times then bus runs are used.
Bus Runs that are a number of Routes
When a company uses regular routes
Bus runs have Legs and each Leg can be a route (example leg is a trip from the city to the airport)
Bookings will attach to a suitable leg based on time of pickup
Additional legs will auto create as new bookings are added if no suitable leg exists
Bus runs that are Ad-hoc
When a company does not have regular routes
...
Ad-hoc bus runs are common where there is not sufficient volume to have regular cycles. This is very common in the Shuttle Bus industry.
No Bus Runs - Driver self Scheduling - all internal drivers so can see all bookings
When a company allows drivers to pickup bookings or pass bookings to others in team there is no need for bus runs
The driver is linked instead directly to the booking
Drivers can be linked anytime to a booking
The Buses have a login to the system (special type of employee)
The driver then enterers their login details (AKA and pin)
The driver can see
All bookings linked to them
All bookings with no driver linked
All bookings linked to other drivers
The Driver can
Assign themselves to any booking (including one already assigned to another driver)
Remove themselves from any booking not yet picked up
There is a manager portal allowing a manager to assigned bookings to drivers
The manager can also change the expected pickup time in case the passenger has contacted with an update
Planning Ad-Hoc Bus Runs
Ad-Hoc runs do not follow a schedule and bookings are commonly manually planned.
...
Planned Bus runs (a combination of a driver and a vehicle with a from and to time on a date)
Bus Run Legs
Ad-Hoc runs = a group of bookings in a direction to or from a destination
Eg a group of bookings to the airport will be a leg
At the end of the leg the driver will indicate starting the next leg
The following bookings from the airport will be the next leg
Route runs = a route from start to finish
Eg a route may start at a destination (eg the airport) full of people - expecting to later end at a destination (eg the airport) full of people.
Travel around a series of stops
Drop off and pickup during the route
Allocated bookings (bookings already assigned to a Run Leg)
UnAllocated bookings (bookings that need to be assigned to a run
Bookings can be assigned or moved runs anytime
The Drivers Day - Routes and add hoc Bus Runs
The driver uses the drivers portal to:
View their runs today and in the future
Confirm they have done a vehicle check
Start their run
Be shown the next address to go to
Mark passengers on-board / missed / or end of leg
Back to 4 until day is finished
Payment of Referrals
What is a referrer ? A referrer is a company that
Provides a booking to you
Does not pay for that booking
May expect to get some payment for providing the booking (ie Creditor)
...
Changes to the % requires Secure Features
Changes to the rating require Secure Features
...
End to End flow of a shuttle booking
The system include full financials (GL/AP/AR etc)
Gliffy | ||||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Pricing logic
Each customer may use a different pricing logic - below is an example
...
Gliffy | ||||||||||||||
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
Where a price cannot be calculated
Where a price cannot be calculated > “manual pricing” will tick on.
...
The customer will need to be contacted and a price entered manually by the back office
Create and Modify Delegate Invoices
Any organisation can have be an inbound or outbound delegations on a booking.
An inbound delegate is a company that:
Pays you (ie a Debtor)
Either
Has a booking from a customer they cannot service - so are passing it on
Are an organisation that pays for people to travel. An example is a company that allows it’s users to make bookings that they later pay for.
inbound delegates can be added to the booking manually or based on a parameter being passed into the portal
Some pay full price, some pay a reduced amount.
The % reduction to be paid by a delegate is held in the Debtor > Commission % field. If they pay full price this should be zero.
Updating this requires Secure Features and Secure Features
An outbound delegate is a company that :
carries a booking for you that you cannot carry
Gets paid by you (ie are a creditor)
May be paid less than the booking amount. The % reduction to be paid to a delegate is held on the Creditor > Commission % field.
Updating this requires Secure Features
...
Print the Delegate Invoice
Student Bookings for University
Example limitations that can be enforced on bookings
...
Student Login
...
Create Booking
...
List bookings and Create Invoice
...
Print Invoice
...
Cruise Bookings
Create Booking
From Airport to Cruise
...