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