Here's an interactive tutorial
https://www.iorad.com/player/1562320/How-to-Create-a-New-Rider
20 STEPS
1. The first step is to open CTS Software - TripMaster and with your mouse, hover over Master Pages
2. Click Rider Master
3. Click Create a New Rider
4. There are 3 required fields when creating a new rider, all other information is not required, but add any other information you have to improve tracking customer characteristics.
To begin, First Click First Name *
5. Type your rider's Last Name *
6. Select the rider's Mobility
Other menus in this area are optional, and most have their own master page that you can customize the options within these fields.
7. Add a Home Phone. If you are using reminders, this field is necessary for reminder calls and texts
8. A special assistance can be added here for a rider. This interacts with TripScheduler, and indicates a special requirement beyond the rider's primary mobility status.
9. Special Directions are viewable by drivers.
The Notes section below is only viewable by dispatch.
10. If this rider has a default route, you can add this under Default Route Number
11. If this rider prefers text messages for reminder notifications, select the box
12. Scroll down and click Select Site to add a home address
13. Type the address
14. Change the name to reflect the name of the rider's residence. Then click Create New Site and Close
15. You can activate the accounts that the rider uses by clicking Add
16. You can upload a rider image.
Once all the information is complete, scroll down and click Save
17. This brings you back to the rider summary, where you could edit or deactivate this rider, or by clicking Search Again, you can search for a new rider
18. You can also view this rider's Demand Rides, or add new rides on the right
19. You can also view this rider's Subscription Rides, or add new rides on the right.
You're done!
21. That's it, you're done!
From this screen you can edit the rider's information, deactivate their account, or search again.