Customer Profile

  • Customer profile; name, address, contact details, mobility requirements, Special needs, wheelchair, carer, PA, escort information
  • Primary, secondary, emergency and other address information
  • Automatic generation of membership number
  • View customer address on the map and change by dragging to exact location
  • Change customer address which stores pre-booked trips in schedule later
  • Add additional pick-up and drop-off time (used by booking process)
  • Ability to copy customer address details, useful when adding customers who live at same location; relative, nursing home etc.
  • Family member functionality; add max 2 additional members and make one booking
  • Select customer services, BSOG classification, eligibility, reason for use
  • Concessionary bus pass information with ability to link to fare calculations
  • View Trip Opportunities from existing routes
  • Search by membership id, first name, surname, tel no, post code, town or district
  • Booking request displays No shows, Cancellations, Previous & Forthcoming trips up to 7 days ahead
  • Common trips can be repeated as one off or frequent journeys
  • Suspend members and remove associated future bookings
  • Identify inactive or deceased customers and automatically remove future bookings
  • Generate mail shots; renewal letters, newsletters etc.
  • Link to display future trips for next 5 weeks
  • Add Notes & Attachments