How To: Emailing and Viewing Documents: Customer, Driver, Affiliates.
To Email or View single reservation documents click on the envelopes on the right of the reservation.
The following options are available:
- VIEW / EMAIL Quotation: The reservation MUST be saved as a QUOTE. If the reservation has a status of BOOKED this option will not be available.
- VIEW / EMAIL Confirmation: If the reservation is saved as a quote this option will not be available. When emailing the following window will display all emails associated to the reservation. This includes: Customer, Passenger and any Contacts for the Customer. There is also an option to add a manual email address.
- VIEW / EMAIL Affiliate Confirmation: This option is only available when an Affiliate is assigned to the reservation.
- VIEW / EMAIL Trip Ticket: Allows you to send or print a Trip Ticket for the driver.
- VIEW / EMAIL Trip Estimate: Used to send a PRE-TRIP ESTIMATE. When emailing the following window will display all emails associated to the reservation. This includes: Customer, Passenger and any Contacts for the Customer. There is also an option to add a manual email address.
ADDITIONAL FUNCTIONS:
- VIEW GREET SIGN: Create Greet Signs for drivers using this option.
- SEND SMS/EMAIL: Allows you to send an SMS Text message, if subscribed, or email to Driver, Passenger, Customer and Contacts.
- SEND DIGITAL SIGNING REQUEST: Send a digital signing request, if subscribed.
