Add a passenger
Add a passenger from the Passengers page by clicking Add passenger, entering at least a first name, and saving with the Add Passenger button.
Passengers are the people you transport. Each passenger gets a profile with contact details, mobility needs, and notes your drivers and dispatchers can see when booking trips.
Open the Passengers page and click Add passenger. The "Add New Passenger" window opens.
Fill in Contact Information. Only First Name is required. You can also add a last name, email, phone, and date of birth. Leave Status set to Active for anyone you currently transport.
Optionally add a profile photo, and choose whether to turn on SMS trip reminders. If you turn reminders on, you must add a phone number and check the box confirming the passenger gave consent to receive texts.
Under Facility Billing (Optional), pick a facility if a nursing home or clinic pays for this passenger's trips. The form tells you what your choice means: with a facility, "Trips will be added to monthly facility invoices"; without one, "Passenger pays directly per trip."
Add a Default home address under Home Address. This gives you a one-click pickup or dropoff option every time you book a trip for this passenger.
Fill in the Transport Profile: sex, weight, and the Bariatric transport switch if the passenger needs bariatric equipment.
Use Mobility & Notes for anything drivers need to know. Mobility Notes covers wheelchair, walker, oxygen, and similar needs. Driver Notes are visible to drivers, so put pickup and access instructions there. Dispatcher Notes stay internal and are never shown to drivers.
Add an Emergency Contact name and phone, then click Add Passenger. A "Passenger Added" confirmation appears; click Done.
Saving a payment card
If this passenger pays out of pocket, turn on Set up saved payment after creating in the Payment Methods section. You must enter an email first. The button changes to Add Passenger & Set Up Payment, and a secure card setup page opens after the passenger is created. If card setup is cancelled, the passenger is still saved.
What next? Connect a facility.
Add a vehicle
Add a vehicle from the Vehicles page by clicking Add vehicle and entering its name, type, capacity, and other details, plus an optional photo.
Connect a facility
A facility is a place like a nursing home or dialysis center that you bill for trips; add one from the Facilities page with Add facility, and its payment terms set the due date on its invoices.