Clients

Manage your client database within the Dispatch module -- add new clients, edit client information, view booking history, and maintain client records.

The Clients page is where you maintain the database of all clients who use your transportation services. Clients are the customers or companies that place bookings. Keeping accurate client records ensures smooth booking creation, proper billing, and useful reporting.

Navigation: Dispatch > Clients

Purpose

Every booking and trip in the system is linked to a client. The Clients module allows you to:

Add new clients (individuals or companies) to the system
Edit and update client contact information and preferences
View a client's booking and trip history
Manage corporate client accounts with special billing arrangements
Search and filter your client database

Client List

The main page displays a table of all registered clients.

Table Columns

Column	Description
Client Name	The full name of the individual or the company name
Type	Individual or Corporate
Contact Person	The primary contact person (for corporate clients)
Phone	Primary phone number
Email	Email address
Total Bookings	Lifetime number of bookings placed by this client
Total Revenue	Lifetime revenue generated from this client
Status	Active or Inactive
Created	Date the client was added to the system

Status Tabs

All -- Show all clients
Active -- Clients who are currently active and can place bookings
Inactive -- Clients who have been deactivated

Adding a New Client

Click the Add Client button to open the client creation form.

Basic Information

Field	Type	Required	Description
Client Type	Toggle	Yes	Individual or Corporate
Client Name	Text	Yes	Full name (individual) or company name (corporate)
Contact Person	Text	Conditional	Required for Corporate clients -- the primary contact at the company
Phone	Text	Yes	Primary contact phone number
Email	Text	No	Email address for confirmations and invoices
Secondary Phone	Text	No	An alternative phone number

Address Information

Field	Type	Required	Description
Address Line 1	Text	No	Street address
Address Line 2	Text	No	Suite, building, or floor number
City	Text	No	City name
State / Emirate	Dropdown	No	State or emirate
Postal Code	Text	No	ZIP or postal code
Country	Dropdown	No	Country (defaults to your company's country)

Preferences

Field	Type	Required	Description
Preferred Vehicle Type	Dropdown	No	The client's default vehicle preference
Preferred Driver	Dropdown	No	A specific driver the client prefers
Default Pickup Location	Address	No	The client's most common pickup address (auto-filled on new bookings)
Default Payment Method	Dropdown	No	Cash, Card, or Corporate Account
Notes	Text Area	No	Internal notes about the client (e.g., "VIP -- always send premium vehicle")

Corporate Client Fields

These fields appear only when the client type is set to Corporate:

Field	Type	Required	Description
Company Registration	Text	No	Business registration or license number
Tax ID	Text	No	Tax identification number for invoicing
Billing Email	Text	No	Email address for sending invoices (if different from contact email)
Credit Limit	Currency	No	Maximum outstanding balance allowed before payment is required
Payment Terms	Dropdown	No	Net 15, Net 30, Net 60, or Prepaid
Contract Reference	Text	No	Reference to a formal service agreement or contract

Setting default preferences on a client profile saves time during booking creation. When you select a client on the booking form, their preferred vehicle type, pickup location, and payment method are automatically pre-filled.

Editing a Client

Click on any client row to open the client detail view. Click Edit to modify any field. All changes are saved immediately upon confirmation.

Client Detail View

The detail view provides a comprehensive look at the client's profile and activity.

Overview Tab

Displays the client's full profile information as entered during creation or subsequent edits.

Booking History Tab

A table of all bookings placed by this client:

Column	Description
Date	The booking date
Booking ID	The unique booking identifier
Route	Pickup to dropoff summary
Status	Booking status (Pending, Confirmed, Completed, Cancelled)
Amount	The fare amount

Trip History Tab

A table of all trips completed for this client:

Column	Description
Date	The trip date
Trip ID	The unique trip identifier
Driver	The driver who performed the trip
Route	Pickup to dropoff
Fare	The trip fare
Rating	The rating given for the trip (if any)

Financial Summary

A summary card showing the client's financial relationship:

Field	Description
Total Spent	Lifetime revenue from this client
Outstanding Balance	Any unpaid invoices (corporate clients)
Average Trip Value	The average fare per trip
Last Booking	Date of the most recent booking

Deactivating a Client

If a client is no longer active, you can deactivate their record:

Open the client detail view.
Click Deactivate Client.
Confirm the action.

Deactivated clients cannot place new bookings but their historical data remains in the system for reporting purposes.

Deactivating a client does not cancel any pending bookings or active trips. You must cancel those separately before or after deactivation.

Reactivating a Client

To reactivate a previously deactivated client, open their detail view and click Reactivate. The client will immediately be available for new bookings.

Tips

For corporate clients, set up the credit limit and payment terms during initial creation. This ensures that dispatchers are alerted if the client's outstanding balance approaches the limit when new bookings are placed.

Regularly review clients with no recent bookings. If a client has been inactive for an extended period, consider reaching out to maintain the relationship or deactivating the record to keep your client list clean.

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