EBooking User Guide 14/10/05 Contents Login
Contents
1. they can be changed by selecting Edit the J ob Preferences The Preferences page is used to define the Default J ob The Pickup Address fields are mandatory all other fields are optional If Destination Location is left blank then the field will be automatically completed with As Directed when the Default J ob is saved The following fields are available for completion Pickup House Number Pickup Location Enter a house number and street name then select Get Address The EBooking database will then return a list of addresses that are the closest match to the information provided NOTE It is possible for the administrator to set up a postcode filter so that only addresses in the local geographic area will be listed From the list of addresses select the address that matches the required pickup point The address is then transferred to the Pickup Location field If an invalid Pickup Address is entered the following error message will be displayed q _ a ani 22 fei EII ed y J r ml pom eS oe ee a Auke oberon Portas Em oa ed Ta mm eamm Reni eee hee ee oo as Destination House Number Destination Location Enter a house number and street name then select Get Address The EBooking database will then return a list of addresses that are the closest match to the information provided NOTE It is possible for the administrator to set up a postcode filter so2. EBooking User Guide Contents Login Screen Forgotten Replacement Password Book a Job Book a Default Job Job History Preferences EBooking Administration Add a New Customer Existing Customers Address Admin 14 10 05 14 16 19 21 22 23 EBooking User Guide Login Screen The first page a customer will see when visiting the EBooking website is the login page At this point a pre registered customer can enter their Username and Password to login SSS sanj E u a ja pm So oe pe u Bej p fp e i Aufsoed miira Bekir I ncorrect Login Details If any login details are entered incorrectly or if a user is not registered the Login Failed error message will be displayed LEETE a EL pe E he jja pm pam jn g F nil iE J pein i e Auutcca6 miira Booking Forgotten Password Replacement Password By selecting the Forgotten Password link from the login screen a pre registered user can enter Username E Mail Address By selecting the Send New Password link they will receive a new password by E Mail E PEL a E i l i es FEE ae N F Fe i a K ma Pum oS ee jen Pa Auto imire Boii mie Bami ee Feed a ee e Once the user has logged in they can select from three options Book J obs Job History Preferences p a a tl Gee i ete H eee er a E bms a mte m Book J obs Selecting Book J obs gives the options of Book a New J ob
3. able for editing as those when creating a new address am a oo seo SS a pe oe BO i ee Ahab PE ey Se ae eee Oe i em i Mes Delete Deletes the address from the database Note Selecting Delete will immediately remove the address and will not ask for confirmation
4. dvising that This job will be dispatched as soon as possible If you are sure you want to book it please click on the Confirm Booking button below will be shown This box will not appear if the booking is not for immediate dispatch bims bai mi ie Re Hay TU bi n i oe Confirm Booking Selecting this option will send the job to the Dispatcher The confirmation screen below will be displayed The job is now booked Selecting Repeat this Booking allows the user to book a duplicate job The customer is also given a booking reference 29 in the example above This number is transferred to the Dispatcher and stored in the Customer field for the job and is preceded by the letters EB to indicate that the job has originated from EBooking Edit this Job Selecting this option will return the user to the booking screen Cancel booking this J ob Selecting this option at any point will cancel the job Book Default J ob This option is used to book and dispatch the preset job as defined in the Preferences section of the EBooking website A Default Job must be defined in order for a Default Job to be booked If a job has not been defined in the Preferences section the user will not be able to use the Book Default Job For Now option Default Cash J ob For Now The Default J ob will be booked as a cash job for immediate dispatch The message This job will be dispatched as soon as possible If you are sur
5. e you want to book it please click on the Confirm Booking button below will be displayed The default job details are also shown along with three options Confirm Booking Edit this Job Cancel Booking this J ob iy St ey se mi Default Account J ob For Now The Default J ob will be booked as an account job for immediate dispatch The message This job will be dispatched as soon as possible If you are sure you want to book it please click on the Confirm Booking button below will be displayed The default job details are also shown along with three options Confirm Booking Edit this Job Cancel Booking this J ob E mi ii m a ey i m Confirm Booking Selecting the Confirm Booking option will send the booking to the dispatcher The confirmation screen below will be displayed The job is now booked Selecting Repeat this Booking allows the user to book a duplicate job P J The customer is also given a booking reference 53 in the example above This number is transferred to the Dispatcher and stored in the Customer field for the job and is preceded by the letters EB to indicate that the job has originated from EBooking Edit this J ob Selecting Edit this Job allows the user to edit all or any part of the Default Job details and effectively returns the user to the Book a New Job screen Cancel Booking this J ob Selecting this option will cancel the booking Book Default J
6. ob For Later This option will use the preset job as defined in the Preferences section of the EBooking website and will allow the user to make a booking for a date or time in the future To book the Default Job immediately the Book Default Job option should be used Selecting Book Default Job For Later will allow the user to select a date and time when they want to book the default job Te Brai Gel iari When the required date and time have been entered the user can choose to either Book this Job as Cash Book This Job on Account or Cancel Booking this J ob Book this J ob as Cash Select this option to book the job for a customer paying cash A confirmation screen will be displayed before the booking is sent to the taxi system The confirmation screen allows the user to review the booking then either Confirm Edit or Cancel the job All options from this point onwards are the same as those displayed when Booking a New J ob Book this J ob on Account Select this option to book the job for an account customer A confirmation screen will be displayed before the booking is sent to the taxi system The confirmation screen allows the user to review the booking then either Confirm Edit or Cancel the job All options from this point onwards are the same as those displayed when Booking a New J ob Bw ee a i oe H i i m Cancel Booking this J ob Selecting this
7. om the list which matches their required destination location This address will be transferred into the Destination Location field If required As Directed can be entered into Destination Location Other I nformation Anything entered here will be entered on the booking screen as a Job Note Phone Number The customer should provide a contact telephone number Customer Name The customer should provide a contact name Your Reference Enter the account reference Seles Tem Eee re Book this J ob as Cash Select this option to book the job for a customer paying cash A confirmation screen will be displayed before the booking is sent to the taxi system The confirmation screen allows the user to review the booking then either Confirm Edit or Cancel the job NOTE When a job is booked for immediate dispatch a yellow box advising that This job will be dispatched as soon as possible If you are sure you want to book it please click on the Confirm Booking button below will be shown This box will not appear if the booking is not for immediate dispatch Book this J ob on Account Select this option to book the job for an account customer A confirmation screen will be displayed before the booking is sent to the taxi system The confirmation screen allows the user to review the booking then either Confirm Edit or Cancel the job NOTE When a job is booked for immediate dispatch a yellow box a
8. omer s details to be edited The same fields are available for editing as those when creating a new customer za oe bm ee eee Aidala eikai saj Daaih li l i e n Suspend Suspends a customer account If a customer attempts to login whilst their account is suspended they will see the message Your Account has been suspended For suspended accounts the word Suspended will be displayed in the Active field in Customer Account Management and the Suspend option will change to Activate therefore allowing for the re activation of a suspended account Delete Deletes a customers account Note Selecting Delete will immediately remove the customer s account and will not ask for confirmation Addresses Sign in to EBooking with an administrator username and password then select Addresses pe Tin EFi a F a cite dh ea iaj Se Dd ami The Address Management screen will be displayed This screen allows the administrator to add well known locations into the address database Add a New Address At the bottom left of the Addresses page is the section called Add a New Address To create a new address complete the fields that you require then select Add this Address The Northings and Eastings values can be obtained from Automap Existing Addresses There are two options available for addresses already added to the address database Edit Allows an address to be edited The same fields are avail
9. option will cancel the booking Job History The Job History page keeps a record of the last ten jobs booked using the EBooking system The following information is displayed Booking ID The original booking ID assigned to the job The original booking ID would have been transferred to the taxi system and stored in the customer field preceded by the letters EB and followed by the name the customer gave when booking the job Pickup Time The date and time of the original job booking Details The Pickup and Destination address of the original job booking Options Gives the user the option to repeat the booking The user can select Repeat Booking for any job a a i M The booking will be the same as the original If the date and time of the original booking have passed the job will be sent for immediate dispatch and the message This job will be dispatched as soon as possible If you are sure you want to book it please click on the Confirm Booking button below will be displayed If the date and time of the original booking are still in the future they will remain the same and a duplicate job will be created If the job was originally a cash job the repeat booking will be cash If it was originally an account job the repeat booking will be made on account The options are then the same as those for booking a new job If the date time or any other part of the booking need to be amended
10. or Book a Default J ob When booking a default job the user can choose to book i Default Cash Job For Now ii Default Account Job For Now iii Book Default Job For Later Book a New Job This option allows you to create a booking The image below shows the booking screen The fields available for completion on the booking screen are as follows Pickup Date and Time The user can select the date and time for the booking Pickup House Number Pickup Location The user must enter a house number and street name then select Get Address The EBooking database will then return a list of addresses that are the closest match to the information provided NOTE It is possible for the administrator to set up a postcode filter so that only addresses in the local geographic area will be listed eee ee Aumcue heer lihir ki b ee Bes e H The user must then select the address from the list which matches their required pickup location This address will be transferred into the Pickup Location field Destination House Number Destination Location The user must enter a house number and street name then select Get Address The EBooking database will then return a list of addresses that are the closest match to the information provided NOTE It is possible for the administrator to set up a postcode filter so that only addresses in the local geographic area will be listed The user must then select the address fr
11. splayed are as follows 1 User ID 2 Active 3 Name 4 Email 5 Username 6 Account ID 7 Added 8 Last Login Add a New Customer At the bottom left of the Customers page is the section called Add a New Customer To create a new customer complete the fields that you require then select Add this User Active Account Put a tick in this box to make the customer s account active If the box is left unticked a suspended account will be created Customer Name Enter the customer s name Email Address The customer must have a valid Email address The address entered will be used to send out the EBooking password Username This will be the USername used on the login screen Account ID Enter the Autocab Account ID number for booking account jobs This number can be found in the Accounts section of the Management machine Only one Account ID can be entered Postcode Filter Refines the search results when a pick up or destination address is entered on the Book Jobs screen Only addresses within the specified postcode s will be listed Enter the letter s from the first part of the postcode separated by a comma eg to see only search results for Manchester and Stockport enter M SK Default Plot If a default plot is entered all jobs booked by this customer will be booked in the default plot regardless of their location Existing Customers There are three options available for existing customers Edit Allows a cust
12. that only addresses in the local geographic area will be listed Select the address from the list which matches the required destination location This address will be transferred into the Destination Location field If required As Directed can be entered into Destination Location Ahib peste else ine eg Eci ial ber tar Raa Be Ea iat es Other Information Anything entered here will be entered on the booking screen as a Job Note Phone Number The customer should provide a contact telephone number Customers Name The customer can provide a contact name Your Reference Anything entered here will be entered on the booking screen as Your Reference Save this J ob Select this to save the Default Job A confirmation message will confirm that it has been saved You can return to the Preferences page at any time to re edit the Default J ob EBooking Administration To gain access to the EBooking Administration area an administrator username and password are required The administration area allows you to 1 Create edit suspend or delete a customer 2 Apply a postcode filter for a customer 3 Specify a default zone for a customer 4 Adda Well Known address Customers Sign in to EBooking with an administrator username and password then select Customers The Customer Account Management screen will be displayed This screen shows the existing customer accounts with access to the EBooking system The fields di
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