22 STEPS
1. Let's build a Demand Reservation for your Rider on the Daily Schedule. Start by opening the Master Pages menu and go down to Rider Master.
2. Click on Rider Master
3. Here in the Rider Master page, you can type and search for existing riders by last name, first name or phone number...
4. Once the rider you are searching for information starts to appear you can click on the name that populates below to move on to their Rider Summary page.
5. We are now in the Rider Summary page for your rider. Here you can see all Demand and Subscription Rides you have for the rider. We want to create a Demand Reservation today, so let's click on the +Add button in that section.
6. Now we create the Demand Reservation for our rider. This Demand Reservation will only run on the Date selected on the calendar. Let's first put in a Priority Time for the Dropoff.
Note: Time entered in Priority Time populates in the Scheduled Time.
7. If you need to change the Priority you have the option of Pickup, Dropoff or you can create a Will Call. Here for this A-leg we will select Dropoff.
8. Next, we need to add a funding source for this ride. Here you can select an Account that you have already built in your Account Master. The blue star next to the Account Code shows that this is the selected Default Account for this Rider.
9. If needed, you can change the Mobility for this Demand Reservation. You have the choice of Ambulatory, Lift Required, Stretcher or Wheelchair.
10. We now need a Dropoff location for our A-leg trip. Click on the blue magnifying glass to open the Site Master page.
Note: If there are pre-existing locations saved for this rider you can click the Select a Location menu and select that location.
11. Here we are now on the Site Master page. Start searching for the address next to the blue magnifying glass.
12. Once the address or location you are searching for populates click on it below in the list provided by Google Maps.
Note: Any pre-existing saved location in your database will have a gold star next to it.
13. Once you check all the fields for the address click on the Use Existing Site button to save.
14. Here we need to give our Pick-up a time in the Schedule Time section.
15. If you scroll down on the Demand Reservation, there are other fields you can fill in if needed. There is Billing, Additional Information, Reminders and Area. In this image we show that dispatch is selecting that a Signature is required for this trip.
16. If you know the Subscription Route, you want for this Demand Reservation to be on you can choose one from the Route Number menu in Additional Information.
17. We have created the A-leg for our Demand Reservation. If you need to create a B-leg, first click on Save and Swap in the top right corner.
18. Now our Pickup and Dropoff has been switched to create the B-leg for this Demand Reservation. You can make changes to the Scheduled Times if needed. When finished click Save and Close in the top right.
19. Now we are back in the Rider Summary. You have created a Demand Ride for your rider! You can see the Demand Reservation now in the list. If needed you can click on the Action dots and either Edit, Cancel or Admin Cancel the Demand Reservation.
20. Here we are back on the Daily Schedule. Our Demand Reservation is in the Holding Pen and ready to be seated on a Subscription Route.
21. Right click on the Demand Reservation and click Seat Reservation(s).
Note: Right click menu options with a (s) can be performed on multiple trips at the same time.
22. You have seated your Demand Reservation you created on a Subscription Route!
Here's an interactive tutorial
https://www.iorad.com/player/1559790/How-to-Add-a-New-Reservation?iframeHash=trysteps-1&lang=en
Here's an interactive tutorial for the visual learners