How to Create a New Rider

16 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 First Name *

   

6. Type your rider's Last Name *

   

7. Scroll down and click Select Site under the Home* field, this is your rider's home address

   

8. Using Smart Search you can Search by site name or address... 

   

9. Begin typing the address into the Smart search field

   

10. Select the correct address from the options shown

    

11. Click Save once you have confirmed the correct address

    

12. If you have filled out all the required information, click Save

    

13. By clicking Search Again you are able to search for existing riders
    

    

14. Search by last name, first name or phone number...

    

15. You can select the rider from from options shown

    

16. That's it, you're done! 
    From this screen you can edit the rider's information, deactivate their account, or search again.

    

Here's an interactive tutorial for the visual learners