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Anonymize Customer Accounts

History » Anonymize » Anonymize Customer Accounts

You can anonymize by searching customer accounts:

Customer Accounts in Dispatch

Dispatch » Customer Accounts in Dispatch

For regular customers, you are able to use customer accounts that save their information so that it can be used quickly when booking, and to handle invoicing if the account is meant to be billed. These accounts can be created both from the Admin Panel and from the…

Account and Contact Information

Account » Customers » Account and Contact Information

Customer accounts can be used to make booking extra easy for regular customers. There are two different types of customer accounts: business and personal accounts. In each customer account, you can specify whether the customer should pay for the trips directly (direct)…

Payment Settings

Account » Customers » Payment Settings

Company discounts to specific business accounts To apply discounts: Select the account you want to edit Scroll down until you see Company discount: and click on the Edit button. If you’re offering a discount to the passengers of a certain company, you…

Automatic accounting and driver balance

Dispatch » Preferences » Automatic accounting and driver balance

*If you are new to Automatic Accounting please check the following article first with step-by-step instructions: http://www.manula.com/manuals/taxicaller-nordic-ab/special-features/1/en/topic/automatic-accounting-for-drivers Once you have set up Automatic Accounting…

Customer Account Settings

Account » Customers » Customer Account Settings

Choose the type of account, if it is a business account or a personal account. Account signatures can be used to require account customers to sign for their payments in the driver app. Enable account signatures You can enable this feature in two ways: a. For…

Anonymize

History » Anonymize

In the Admin Panel you can access the new section Anonymize as part of the GDPR compliance. There you will be able to manage, download or delete the data of current customers and jobs. You can access this section by going here…

Link an Account for the Reception Tool

Booking apps » Reception Tool » Link an Account for the Reception Tool

Customize with company details Customize your reception tool with your company logo and colors. Go to Booking Apps > Reception tool to choose your unique setting or use the following link: Reception tool Choose a custom URL for your reception tool. Simply type…

Linked Users

Account » Customers » Linked Users

Invite account Type the email of the customer you would like to invite. Link account This feature can be used along reception desk booking. This can be useful for companies who have one person who books all the taxi rides for the company’s employees. This…

Edit a customer account from Dispatch

Dispatch » Customer Accounts in Dispatch » Edit a customer account from Dispatch

Click on the Customers button at the top of the Dispatch, and use the search bar at the top left of the panel to search for a customer. You will see the results under the Accounts column, select the customer you want to edit. Click on the Edit button. This will…

Bank

Account » Bank

Set up automatic accounting With automatic accounting for drivers, you can assign a balance or allowance to each driver and make a charge for each job that is dispatched to them. This feature allows you to set your fare charge rate for each driver and track driver…

Using Notification Groups

Settings » Notifications » Customer Notifications » Using Notification Groups

You may wish to send a specific type of message to only certain customers. If your company has VIP customers, for example, you can send custom emails and text messages with special offers or greetings just for them. To do this: Click on the + button next to Group:…

E-tickets

Account » Customers » E-tickets

You can create and give away batches of taxi vouchers (e-tickets) for cheaper or free taxi rides to your corporate customers. !To be able to choose the eTicket option in the Driver App you must have enabled the advance payment flow under…

Jobs with special priorities

Dispatch » Main » Jobs with special priorities

You can set special priorities for certain jobs if you want them to get assigned first. To do this you can use the Dispatch Console directly when you are creating a new job. Scroll down to the Extras section and under Priority select a level. It will go from 1 to 5,…

5. The menu bar

Dispatch » Main » 5. The menu bar

At the top of the screen you will see a black bar with blue menu buttons. From here you can: Search jobs view. edit and reuse information from Closed jobs create and manage Customers view Alarms Send and receive Messages view Alerts a job is cancelled or…

Booking History and Account Settings

Booking apps » Reception Tool » Booking History and Account Settings

Booking history Passengers can see their trip history and re-play it, as well as the option to download their reports in the History section in PDF, XLS, CSV and JSON formats. Account settings Passengers can add favorite locations and link other users in the…

Advanced Payment Options

Settings » General » General Settings » Advanced Payment Options

Allowed Payment Methods The following settings will determine the payment methods that you could have when selecting payment options in the Dispatch Console and Passenger App and when going through the payment process in the Driver App. Cash: If this is selected,…

Other Advanced Features

Settings » General » Assignment Settings » Other Advanced Features

Driver Information In this section, you will be able to manage all the features on how would you like to show the job information to the driver. SMS notify a driver set to away when the job is offered to them: If enabled, it will allow you to notify the driver…