Creating a Standing Order

Written by Tobi Customer Support

Updated at September 30th, 2026

A standing order allows you to schedule recurring transportation for passengers who travel on a regular schedule. Instead of creating each trip individually, you can create a recurring schedule that automatically generates future trips.

To create a new Standing Order

You can open the booking form in either of the following ways:

  • Go to Operations > Book a Trip.
  • Select the + icon from the Trips & Routes pane.

Create the Standing Order

  1. Enter the passenger information and any required trip details.
  2. Under Trip Information, enable the Standing Order toggle.
  3. Click on Add Recurring Details.

 

 

Note: A trip date must be entered before you can configure the recurring schedule.

Configure the Recurring Schedule

In the Recurring Details window, configure the standing order by selecting:

  • The days of the week the trip should occur.
  • The frequency of the recurrence (for example, weekly or every two weeks).
  • Whether the standing order has an end date or continues indefinitely.

 

Add Exclusions

If the passenger will not require transportation on specific dates—such as during a vacation or school break—you can add those dates as Exclusions. Trips will not be generated for any excluded dates while the standing order remains active.

Save the Standing Order

  1. Select Save in the Recurring Details window.
  2. Back on the booking form, review the remaining trip information.
  3. Select Save to complete the booking and create the standing order.

Important: Saving the Recurring Details window does not create the standing order. You must also save the booking form for the recurring trips to be created.

 

Tips

  • A standing order can be edited later if the passenger’s schedule changes.
  • Use exclusions instead of ending the standing order when transportation is only paused temporarily.
  • Verify the recurrence pattern before saving to ensure trips are generated on the correct days.
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