Creating a New Client

A client profile contains information used for booking trips.

About this task

You can store all of your client's information in a client profile for booking trips. Once a client profile is created, you no longer have to manually enter client information for future bookings.

Procedure

Click Main Menu.
The OneMobility main menu opens.
Click Clients
The Clients page opens.
Click New Client.
A new client profile opens.
In the General tab, complete the following fields:
- Title
- First Name
- Middle Name
- Last Name
- Client Code
- SSN
- Preferred Language
- Gender
- Date of Birth
Optional: Click Add Address Type and select an address type from the dropdown list.

Attention:
If there are no Address Type options in the Add Address Type dropdown list, then they must be added in the Ancillary Data.

An address type appears in the client profile.
Optional: Click the + to expand the address type fields.
Optional: Turn the following toggles on to specify what kind of address is this:
- Primary
- Pick Up
- Drop Off
- Mailing
Attention:
You cannot designate the address as a pick up and drop off. You will not be able to turn both toggles on simultaneously.
Optional: In the Address box, enter the address of the client.
Optional: While entering an address, if it did not populate in the box, you can click Address Matcher.

Tip:
See Using Address Matcher for how to match addresses.
Optional: If the address didn't appear in the Address Matcher, click Geocode to geocode the address.

Tip:
See Geocoding Addresses for how to geocode.
Optional: Complete the remaining fields associated with the address type:
- Jurisdiction
  Note:
  Jurisdiction may be pre-populated based on the address match result for the selected address.
- Load Time
- Unload Time
- Optional: Space Type
- Vehicle Type Exclusion(s)
- Optional: Mobility Aid(s)
- General Polygon
- Optional: Note
Tip:
Consider the following when completing the fields:
- If Space Type and Mobility Aid(s)are not required, leave each field blank.
- Load times and unload times are cumulative and should be used with caution.
- The mobility aid selected is used for bookings, but the space type, load times, and unload times will override the client definitions made when a booking is created.
Optional: In the Access Permissions and Notifications section, do the following:

Important:
Access Permissions and Notifications settings require setup of PASS-Web or IVR add-on modules.
- Web
  - Toggle Enable PASS Web on.
  - Select a notification type from the dropdown list.
- IVR
  - Toggle Enable IVR on.
  - Select a notification type from the dropdown menu.
- Select a notification type from the Email dropdown menu.
- Select a notification type from the SMS dropdown menu.
- Toggle Call Back Client on.
  When Call Back Client toggle is on, the notification types below are switched on. If required, turn any of the following on:
  Attention:
  The notification types displayed may change depending on the IVR system and notifications that are enabled within that system.
  - Send Update (same day) - Voice
  - Send Reminder (previous day) - Voice
  - Booking Confirmation - Email
  - Booking Confirmation - SMS
  - Booking Confirmation - Voice
  - Vehicle Arrived - Voice
Click Save.