4. Clients

Client Types

Overview Quick link to Clients This article explains types of client Client fields Client Fields 1 2 This is a tool that you can use to create descriptions for your varying types of clients. For example the payment method each client uses may be how you choose to define them. 3 Once you have created […]

Default Vehicle Types – Account and Passenger Level

Overview Quick link to Clients This article explains how to add default vehicles Give specific clients default vehicles 1 Cab9 allows you to set a default vehicle type for both clients, and individual passengers. This means you can set default vehicle type as a saloon for an account, and default type VIP for the boss […]

Waiting Time Allowance

Overview Quick link to Pricing This article explains waiting time Airport waiting Waiting Time 1 Cab9 affords the ability to allow clients and price groups waiting time allowances 2 There are two types of waiting allowances Free – A defined period in minutes for which there is no charge and that are excluded from any […]

Client Portal – client self service

Overview Allow clients to book their own jobs The portal dashbaord Creating portal bookers Portal settings Client Portal 1 Cab9 allows the creation of a client portal where an authorised user can log into your Cab9 system, see ONLY their own work. 2 From here a client can: Make bookings View their dashboard Add / […]

Pricing – Fixed Pricing

Overview Quick link to Pricing Pricing by Zone Fixed Postcode Pricing Importing fixed prices Zonal and Fixed pricing 1 It may be necessary to set fixed rates for marketing and continuity purposes. Cab9 uses the pat/long of any location to establish a driven mileage from A-B. Whilst this is often an ideal scenario you may […]

Pricing – Zones

Overview Quick link to Pricing/Zones This article explains Zonal pricing Zones for fixed pricing Zone charges/costs Building Zones 1 Cab9 allows the creation of ‘zones’, these are simply areas drawn on a map to which you can apply rules and name. 2 For example, if you are operating a mileage pricing system and use Heathrow […]

Clients Overview

Overview Quick link to Clients Edit Clients Clients 1 From here we add/edit and maintain our account clients. 2 There are three sub-menu items. All Pricing assignments Profitability Each of these has its own article. Next Steps Here are some articles on Bookings

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