Bookings
Create, edit, and manage ride bookings -- including field reference, booking statuses, and step-by-step instructions for the complete booking lifecycle.
The Bookings page is where dispatchers create and manage individual ride requests. Every booking captures the essential details of a trip -- who needs the ride, where they are going, when, and any special requirements. Once a booking is confirmed, it can be converted into a trip for driver assignment.
Navigation: Dispatch > Bookings
Purpose
Bookings are the starting point of every dispatch operation. They represent a customer's request for transportation and contain all the information needed to plan and execute the trip. The Bookings module allows you to:
- Create new bookings for walk-in, phone, or online requests
- Edit booking details before or after confirmation
- Track the status of each booking through its lifecycle
- Search and filter bookings by date, client, status, or route
- Convert confirmed bookings into dispatchable trips
Booking List
The main Bookings page displays a table of all bookings with key details at a glance.
Table Columns
| Column | Description |
|---|---|
| Booking ID | System-generated unique identifier for the booking |
| Date & Time | The scheduled pickup date and time |
| Client | The name of the client who requested the booking |
| Pickup | The pickup location address |
| Dropoff | The destination address |
| Vehicle Type | The type of vehicle requested (Sedan, SUV, Van, etc.) |
| Status | The current booking status |
| Amount | The quoted or estimated fare for the trip |
| Created By | The dispatcher or system that created the booking |
Status Tabs
Use the tabs at the top of the table to filter by booking status:
- All -- Show all bookings regardless of status
- Pending -- Bookings that are awaiting confirmation
- Confirmed -- Bookings that have been confirmed and are ready for dispatch
- Dispatched -- Bookings that have been assigned to a driver
- Completed -- Bookings where the trip has been successfully completed
- Cancelled -- Bookings that have been cancelled
You can also use the search bar to find bookings by client name, booking ID, or location.
Creating a Booking
To create a new booking, click the Create Booking button at the top of the Bookings page. A form will appear with the following sections.
Client Information
| Field | Type | Required | Description |
|---|---|---|---|
| Client | Dropdown | Yes | Select an existing client or create a new one inline |
| Passenger Name | Text | No | Name of the actual passenger (if different from the client) |
| Passenger Phone | Text | No | Contact phone number for the passenger |
| Number of Passengers | Number | No | Total number of passengers for this trip |
Trip Details
| Field | Type | Required | Description |
|---|---|---|---|
| Pickup Location | Address (autocomplete) | Yes | The street address where the passenger will be picked up |
| Dropoff Location | Address (autocomplete) | Yes | The destination address |
| Pickup Date | Date | Yes | The date of the scheduled pickup |
| Pickup Time | Time | Yes | The time of the scheduled pickup |
| Vehicle Type | Dropdown | Yes | The category of vehicle required (Sedan, SUV, Van, Bus, etc.) |
| Trip Type | Dropdown | Yes | One-way, Round Trip, or Hourly |
| Return Date | Date | Conditional | Required if Trip Type is Round Trip |
| Return Time | Time | Conditional | Required if Trip Type is Round Trip |
| Estimated Hours | Number | Conditional | Required if Trip Type is Hourly |
Pricing
| Field | Type | Required | Description |
|---|---|---|---|
| Base Fare | Currency | No | The base price for the trip |
| Extra Charges | Currency | No | Any additional charges (tolls, airport fees, waiting time, etc.) |
| Discount | Currency / Percent | No | Discount to apply on the fare |
| Total Amount | Currency | Auto | Calculated total after extras and discounts |
| Payment Method | Dropdown | No | Cash, Card, Corporate Account, etc. |
Additional Information
| Field | Type | Required | Description |
|---|---|---|---|
| Flight Number | Text | No | For airport pickups or dropoffs |
| Special Instructions | Text Area | No | Any notes for the driver (e.g., "Wait at Gate 3", "Wheelchair accessible needed") |
| Reference Number | Text | No | External reference number from the client's system |
When you select a pickup and dropoff location, the system can automatically estimate the distance and suggest a fare based on your configured pricing rules and any applicable peak hour multipliers.
Editing a Booking
Click on any booking row in the table to open the booking detail view. From there, click Edit to modify any field. Changes are saved when you confirm the update.
Bookings that have already been dispatched or completed cannot have their core trip details (pickup, dropoff, date) modified. You can still update notes, pricing, and client information on dispatched bookings.
Booking Statuses
Every booking moves through a defined lifecycle:
| Status | Description | Next Possible Statuses |
|---|---|---|
| Pending | Booking has been created and is awaiting confirmation | Confirmed, Cancelled |
| Confirmed | Booking has been verified and is ready for dispatch | Dispatched, Cancelled |
| Dispatched | A driver has been assigned to the booking | Completed, Cancelled, No Show |
| Completed | The trip has been successfully finished | -- (Final state) |
| Cancelled | The booking was cancelled before or during execution | -- (Final state) |
| No Show | The passenger did not appear at the pickup location | -- (Final state) |
Cancelling a Booking
To cancel a booking, open the booking detail and click Cancel Booking. You will be prompted to provide a cancellation reason. Cancellation reasons are tracked for reporting purposes.
Cancelling a booking that has already been dispatched will also cancel the associated trip and notify the assigned driver. This action cannot be undone.
Tips
For recurring trips from the same client, consider using the Monthly Bookings feature instead of creating individual bookings each time. This saves time and ensures consistency.
Use the search and date filters together to quickly find bookings. For example, filter by "Today" and "Pending" to see all bookings that still need confirmation for the current day.
Dispatch Dashboard
Overview of the Dispatch Dashboard -- key operational metrics, booking volume charts, fleet utilization, and performance insights at a glance.
Monthly Bookings
Set up and manage recurring monthly booking contracts for regular clients -- automate trip creation, define schedules, and streamline repeat transportation needs.