Step 1- Click on New Customer
Next, Click on the green arrow.
Step 2- Enter the customers first and Last name. Enter the phone number. If a landline and cell are given, enter in both fields. If only a cell is given enter it into both fields.
Choose Sedan 3 pax for the default vehicle type. Choose Current Customer-Richmond, or Newport News or Charlottesville. The Booking Category will be Retail. Pictures examples below.
Step 3- Choose payment method. Collect will always be used for retail customers.
Next, choose which payment method they are choosing. If they are paying with cash or check, we still have to have a credit card on file.
Step 4- For retail customers, always select Take No Action.
Step 5- Click on the address tab.
Step 6- Choose if it is a Business or residential. Enter the address.
Step 7- Choosing primary address for booking, will automatically input the address in any
reservation going forward. You may have an additional address for billing.
It will likely occur with corporate account vs. retail accounts.
Step 8- Click the Credit Card Tab. Then the Add button. Enter in the credit card information.
You have the option to choose personal or business. This helps when there
are multiply credit cards on file.
Step 9- Click on the Document Options Tab. Click to check the box next to "E-mail copy of Invoice when Paid in Full"
Step 10- Click OK. The Box close and you will now have to enter in the details of the reservation.