Adding Trips into Tobi

There are four ways to add bookings/trips into Tobi:

1. Manual entry via the Booking Form
2. CSV trip upload
3. Facility Booking Portal
4. API Integration
    

Manual entry via the Booking Form

Hover over the "Operations" menu and select "Book a Trip," or choose the "+" option on the top right of the “Trips & Routes” pane.

Client Information

• Client details will be auto-populated from their client profile.
• Only name and phone number are required.
• Adding any other details will save to the client profile.
   

Trip Information

1. Account - The account from which the booking has been received.
    
2. Additional Rider - Any companion or additional person accompanying the primary client. You can choose a maximum of three riders.
    
3. Billing Fleet
    
4. Mode - Choose vehicle modes like ambulette, taxi, van, or livery.
    
5. Standing order- Create recurring booking by configuring repeat days of the week, end dates, and exclusion dates.

Leg Details

1. Pickup details like address, date of service, and scheduled time.
    
2. Drop off details like address, date of service, and scheduled time.
    
3. Seating need- Choose the seating from ambulatory, wheelchair, stretcher, bariatric wheelchair, or bariatric stretcher.
    
4. 2MA (2-man assistance)- Enable the option to assign an assisting driver for pickup, drop-off, or both.
    
5. Trip Purpose - Select the purpose of the trip, like an appointment, dialysis, Discharge, Program, or Other.
    
6. Service types- Configure service types such as providing a wheelchair, oxygen, or stair chair to provide additional services to the client.
    
7. Leg Notes - Add the notes for the driver for this trip leg.
    
8. Leg Charges- Add the booking's fare. This can be calculated from the price rules or added manually.

Payer Detail

1. Select a payer for the booking. You can select the client or account as the payer.
    
2. Payment Mode- Credit card, account, invoice, cash, or check
   
   1. In the case of account and Invoice, payment is collected from the account.
       
   2. Credit Card- You can add existing credit cards for the payer as a client or account but can only add new ones for the payer as a client. For accounts, the credit card can only be added through the account screen.

Notes

1. You can add client notes and booking notes to the booking.
    
2. The booking notes are attached with the booking whereas client notes are attached with clients and will be seen in every new booking.
    
3. If marked as private, then notes are only visible to that web user, not the driver.

Booking Attachment

• You can attach a file to this booking.