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