Use the following tutorial to assign drivers.
Assign Overview: Assigning a driver allows companies to put drivers names on an entire booking, or segments of a booking, without actually notifying the driver. This feature is intended to help manage driver scheduling in advance. See the Three different ways to assign a driver below.
Desktop/Mobile Instructions
Method #1 (Dashboard Page)
- Navigate to the driver column of the within the upcoming bookings section of the dashboard.
- Select the driver from the drop down menu.
Method #2 (Schedule Page)
- Navigate to the driver column of the within the booking records section of the schedule page.
- Select the driver from the drop down menu.
Method #3 (Booking Summary Page)
- Navigate to the booking summary page for a specific booking.
- Locate the Driver(s) section close to the top of the page..
- Select a driver from the drop down for segments you'd like to assign drivers to.
Method #4 (Edit Booking Page)
- Navigate to the booking summary page for a specific booking.
- Click "Edit" in the action section located at the top of the page.
- Locate the Section 5 "Vehicle & Driver" section close to the bottom of the edit booking page.
- Select a driver from the drop down for segments you'd like to assign drivers to.
- Click "Save" at the bottom of the page.
Assigned drivers are now ready to be dispatch. See "How do I Dispatch Drivers" for more information on how to dispatch drivers.