Please note that any information entered will be lost if you do not click the "Save" icon. Ensure to save your data to avoid losing any inputted information.

Customer Information

Add non account customer:

Fill out the customer details fields. The required fields include:

• First Name
• Last Name
• Email
• Phone
  

Existing Customer:

Start typing the customer's name, and then click them from the drop down
Alternatively, click the button to view all your customer contacts.

To see steps on how to add a new customer to your database, please click [Here]

Booking Information:

The following information depends on your specific setup for private hires and the number of passengers you are transporting:

• Pax: The number of passengers you will be transporting.
• Deposit: The deposit amount required for this booking.
• Balance due: The date by which the balance must be paid. This date appears on all confirmations and contributes to Aged Debtors reports, allowing you to easily identify customers with outstanding balances.
• Vehicle Type: The type of vehicle to be used for the journey. Vehicle types are configured within Settings -> Vehicle Types.
• Luggage: Any limitations on luggage.
• Category: The category of booking. These categories are also defined within Settings -> Bookings.
• Description: A short description to easily identify the booking in the diary view.
  

Job

Additional Job Information

1. Pax - The number of passengers being transported as part of this job
   
2. Nominal Code - The nominal code being used for the finances relating to the payments
   
3. VAT Code - The VAT code for the finances relating to the payments
   
4. Vehicle - Choose the vehicle that will carry out the transportation. You can also set this up from the Diary view.
   
5. Driver - Assign the driver who will be operating the coach. This can also be set up from the Diary view.
   
6. Vehicle Type - Indicate the type of vehicle being used for this journey. To add additional vehicle types, go to Settings -> Vehicle Types.
   
7. Luggage - Select the type of luggage that has been agreed upon with the customer. To add additional luggage types, go to Settings -> Luggage Requirements.
   
   

Extras

In this section, you can assign separate job extras, typically as ad-hoc options. This feature allows you to customize and edit your bookings to meet your clients' unique needs. For example, you can set up charges for baggage collection, specific baggage types, and more.

To add a new job extra, click on  .

1. Details - The name of the job that is to be carried out
   
2. Quantity - The quantity of the item that has been purchased
   
3. Unit Price (Excluding VAT) - The amount that the item was purchased for
   
4. Unit Cost (Excluding VAT) - The amount that the item is being sold for
   
5. Nominal Code - A nominal code to organize transactions for accounting purposes.
   
6. VAT Rate - A VAT Rate selector, to define if the job extra has a typical 20% VAT rate, a lower VAT rate, or is VAT exempt
   
7. Notes - An additional field for any additional notes that you want to attach to this job extra

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Notes

Adding job notes helps you keep track of specific requirements or other information related to a booking.

To add a Job note, click

Select the type of note, and if the note is visible to the customer themselves (General), the driver (Driver), or only internally within your company (Internal)

Type into the 'Notes' field, and then press 'Confirm' when finished.