How to add passengers to routes

There are now two options available for booking to admin users when making a passenger booking;

Route Select and Address Search.  

The new booking request form can be accessed via the side menu. 

Alternatively, new bookings can also be accessed via a route card by selecting the 'Passengers' button and 'Add a passenger':

Route Select

When New Booking is opened,  the Route Select is the default option. To make a booking, the start date required should be entered so that available routes and waypoints are returned for the required date. The start date default will be the current day but this can be changed by typing the required date or by selecting the calendar icon and selecting the required date from the calendar presented:

Once the start date has been selected, you can search for a route by name by typing in the input box.  This returns a list of routes matching the criteria entered:

Once you have selected a route, select the required boarding and disembarking locations from the boarding and disembarking waypoint drop-downs. You can then select the next button:

If a booking is made by selecting the Passengers button via the route selection, the route will be pre-selected in the route select page:

Address Search

Alternatively, you can select Address Search, to search for an appropriate route based on origin and destination locations. To make a booking, the start date required should be entered so that available routes and waypoints are returned for the required date. You can then enter a required origin and destination to show the closest stops point and route. Origin and destination can be searched by postcode, street address, known stop names or points of interest. This will return waypoints that have been set-up in waypoints manager and suggestions with a similar name or location:

Once origin and destination are entered, if there are routes with stops in 8km of the locations entered, these will be returned in a list: 

You can view all stops for a route and scheduled start and end time, by selecting the route name. The entered origin and destination locations will be highlighted on the map; in pink for boarding and blue for disembarking, to show the stop location in relation to the search criteria entered:

Once you have identified the route that should be booked, you can 'Select Stops'. The stops in the journey summary are recommended based on the stops closest to the origin and destination selected:

If you wish to select a different boarding and/or disembarking stop on the route, you can select the edit button for boarding or disembarking:

This will open the list of boarding or disembarking locations for the route. You can select the required boarding or disembarking location by selecting the stop name in the list or by selecting the numbered marker on the map:

This will update the summary in the Your Journey section and you can select the 'Next' button when you wish to proceed:

 

You can then enter the end date for the booking, by typing the required date or by selecting the calendar icon and selecting the required date from the calendar presented, select the repeat interval and open the exclusion calendar to select any dates that should be excluded from the booking:

You will then be asked to select the passenger that you are booking on behalf of:

Organisation with Kura pay enabled

If your organisation has payment enabled, you will also be asked to enter the customer email address before submitting the request, as a receipt will be sent to the email address provided once the booking is complete, if payment is taken.

Email addresses will be automatically populated based on the observer email addresses associated with the passenger profile.

Should an alternative email need to be sent, this can be selected by selecting other and then entering in the email.

You will see a booking request summary, with the passenger details, the route and boarding and disembarking location and schedule information. You will also see a payment breakdown cost.

If there are trips that cannot be booked, unavailable trip dates and reasons will be listed:

If you choose to cancel the request you will see confirmation of the cancellation.

You will see a 'Proceed to pay' button:

You will see payment details containing cost, any discount applied, any tax percentage and amount applied and the total.

If you don't wish to take payment at the time of booking, the 'Pay now' slider should remain off. If no payment is taken, please be aware that an email won't be sent to the address provided, as there is no receipt generated. If you select confirm the booking will be placed with no payment taken:

If you wish to take payment at the time of booking the Stripe checkout will open so that card information can be entered.  When the Confirm button is selected, payment will be processed:

In your linked Stripe account the payment will be displayed with as a 'Guest' payment, with the email address of the passenger and a receipt will be sent to the email address provided:

 

Organisation without Kura Pay

If your organisation doesn't have payment enabled, you will see a confirm button after entering all the trip information and then entering in the passenger name. Once the confirm button has been pressed, the booking will be made.

 

In the Kura portal, when a booking is confirmed, you will see a message confirming the booking and can select the 'Reset' button to make another booking:

If your booking request doesn't satisfy the minimum purchase in default or override settings you will see an error at booking request. You can select the reset button to proceed with another booking:

If you cancel a booking request you will see that the booking request is being cancelled and a confirmation message once this is complete. You can select the reset button to proceed with another booking: