An Account represents an organization that provides booking data to your company. Accounts are typically the entities responsible for sending or managing trip bookings.

Examples of accounts include:

• Brokers
• HMOs
• Medicaid
• Corporate entities
• Schools
• Facilities

Adding an Account

To add a new account:

1. Navigate to Configurations > Accounts.
2. Select Add New Account.
3. Select the appropriate Account Type, such as Private Pay or Other.

When setting up an account, configure the following information:

• Basic Information: Enter the account name, phone number, and email address.
• Booking Configuration: Configure settings such as cancellation charges, distance accuracy, and invoice templates.
• Bill-To Information: Add the billing information where invoices for the account’s bookings should be sent.
• Billing Frequency: Select how often invoices should be generated, such as monthly, weekly, daily, or manually.
• Credit Cards: If bookings will be paid for by credit card, you can connect your stripe or authorize.net account.
• Fleet Association: Associate the fleets that will be used to service bookings from the account.

If the Account will be using our booking portal to book, manage, and view trips, please review this article on how to set up their access.