Using the Booking Form - 365 B&D

The Booking Form screen is where you can create and edit passenger bookings. 

To access this screen:

1. Press the Space key or click on the shortcut button from the Dispatch screen.
   
   

New Booking

The left-hand section contains the new booking form and is used for viewing and entering the booking details.

Note: Remember to fill out as many details as is necessary for a booking, since more details will equal a better-estimated price and route.

• Pickup Time: Set the pickup time using by pressing Delete then using the Arrow keys, or using the Calendar icon.
• Pickup, Via, Destination: Enter and select an address.
• Name: The passenger’s name.
• Company: Select a company to place the booking under.
• Driver Note: An optional note for the driver.
• Telephone: The passenger’s telephone number.
• Capabilities: Select needed capabilities for the booking.
• Passengers: How many passengers there will be.
• Requested Vehicles: Specify which vehicles the booking can be allocated to.
• Requested Drivers: Specify which drivers the booking can be allocated to.
• Account: Select an account to allocate the booking to.
• Your Reference: Specify a custom booking reference.
• Our Reference: Specify a custom booking reference.
• Priority: Set the priority level of the booking.
• Return Time: Set the return time if the passenger requires a return trip.
• Return Flight Info: Add return flight information for the driver.
• Luggage: How much luggage will be brought.
• Repeat Days: Set if the booking should be repeated on certain days.
• Repeat End Time: Set when the repeated bookings should end.
• Booking Suspension Group: Select a booking suspension group to suspend bookings at certain times.
• Flight Info: Add flight information for the driver.
• Office Note: An optional note for your office.
• Loyalty Card: Add a loyalty card number.
• Customer Email: Enter the passenger’s email so they can receive a receipt. 
• Release Code: Add a custom release code a driver must enter to release the job.
• No CLI Statistics Available: Add a passengers number to view their call statistics.

Placing a booking

To place a booking:

1. Enter the booking details in the booking form.
   
   
2. Then click on Book.
   
   

Note: If you wish to 'Hold' the booking before it is dispatched, then simply click on 'Book and Hold'.

Previous Passenger

If a passenger has made a booking in the past then the following options will also show:

• Completed: How many bookings the passenger has completed.
• Cancelled: How many bookings the passenger has cancelled. 
• No Job: How many bookings were no job. 
• Previous Bookings: View previous bookings.
• CLI: Select the Calling Line Identification settings for this passenger.
• IVR: Select the Interactive Voice Response settings for this passenger.
• R/B: Select the Ringback/Textback settings for this passenger.
• T/B: Select the Textback settings for this passenger.

Note: These options will only show if a telephone number has been entered in the booking details.

To open a previous booking:

1. Click on the Previous Bookings button.
   
   
2. Then double-click or press the Enter key while on a selected booking.
   
   

Booking Form Customisation

To customise the booking form:

1. Click on the (Cog) icon in the right-hand corner of the form.
   
   
2. Click on the Form Group Edit icon to view the individual fields.
   
   Customise each field:
   Custom Name: Double-click to enter a custom name for the field.
   Visible: Click to toggle if the field is visible (Tick) or hidden (Cross).
   Mandatory: Click to toggle if the field is mandatory (Tick) or optional (Cross).
   F1: Move a field up the list order.
   F2: Move a field down the list order.
   
   
3. Then click OK to save the changes.