Assigning Client Providers

Clients who ride exclusively with a certain provider can have the provider assigned to them ahead of time.

Before you begin

Client Registration must be open.

Provider ancillary data must be created by a system administrator.

Procedure

1. Search for and select the client.
2. Click the Providers tab.
3. In the grid, in the first empty row, click the cell in the Provider column.
4. In the Provider list, click a provider.
5. Specify the From Date and the To Date during which the client can receive service from the provider.
6. In the Default column, select whether the provider will be the client's default provider:

   Option	Description
   No	The provider is not the default choice. This provider appears in the list marked with an asterisk (*).
   Yes	The provider is the default choice. This provider is auto-populated in the Provider field in Trip Booking for all of the client's bookings.

7. Click the Save button: