Customers

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 all accounts: - Go to Dispatch > Settings > 1. General (https://portal.taxicaller.net/dispatch/settings/general) - Find Billed in the Advanced Payment options. - Mark the box that says Require Signature. (htt...

This allows you to generate finished invoices for your account customers. Once an invoice is generated, you simply download it to your computer, and it’s ready to be sent. To generate invoices: - Choose Account > Customers in the Admin Panel and select the Invoicing tab (https://portal.taxicaller.net/account/customers/invoicing). (https://manula.s3.amazonaws.com/user/9444/img/admin-customers-invoicing-general.png) - Click on Settings to configure your invoices. (htt...

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) or if they should be invoiced (billed). Account - Start by clicking on Accounts at the top bar of the admin panel and then Customers in the menu on the left-hand side. Alternatively click here. (https://portal.taxicaller....

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. (https://manula.s3.amazonaws.com/user/9444/img/admin-customers-accounts-company-discount.png) If you’re offering a discount to the passengers of a certain company, you can determine where this discount is coming from. Company discount means that this percentage that is discounted to the value of ...

Invite account Type the email of the customer you would like to invite. Link account This feature can be used along reception desk booking (https://www.taxicaller.com/manuals/special-features/1/en/topic/reception-tool). This can be useful for companies who have one person who books all the taxi rides for the company’s employees. This feature can also be used by, for example, hotels and restaurants to easily book a taxi for their guests. How to link a user: - In the Admin Panel &g...

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 Settings>General>GeneralSettings> PaymentOptions. Creating e-tickets - Go to Accounts > Customers (https://portal.taxicaller.net/account/customers/accounts) - Select the account where you wish to enable e-tickets. - Select the E-Ticke...