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11. Customer / Passenger Management

This guide provides a comprehensive walkthrough on managing customer data effectively.

Start by accessing the Resource Menu under customer options.

This allows the admin to create customers and view a list of all customers registered under the company.

Create customers and view the registered customer list.

Filtering and Searching Customer Data​

Step 1: Filter the data based on active and inactive customers.

Apply additional filters to see the number of active customers and based on their verification status.

Step 2: Apply additional filters like data based on the registration date.

Step 3: Search customer data by name or number.

Exporting and Creating Customer Data​

Start by exporting customer data.

Step 1: Export customer data.

Create data for customers by clicking on New.

Step 2: Click on New.

Upload the customer account.

Step 3: Upload the customer account.

Create a customer account under the company by clicking on Create.

Step 4: Click on Create.

Viewing and Verifying Customer Details​

View detailed customer information by clicking on the customer.

Step 1: Click on the customer.

Step 2: Verify the customer account by clicking on Verify Now button.

Uploading Documents and Adding Additional Details​

Upload documents for specific customers.

Step 1: Upload documents.

Upload the document under the customer account by clicking on Submit.

Step 2: Click on Submit.

Add additional details for customers by clicking on Add.

Step 3: Click on Add.

Managing Referrals and Dues​

View customer referrals using the referral feature.

Step 1: Allow the admin to view customer referrals, providing insights into the number of customers referred by each individual.

Step 2: Please incorporate a "Dues" section where the admin can add outstanding balances for passengers, including charges for specific trips or cancellation fees.

Managing Locations​

Manage customer locations by clicking on the Add Location button.

When customers log in, the location entered in the map appears in the listing.

Inactivating Customer Accounts​

Inactivate a customer account by clicking on the status option.

This guide assists admins in managing customer data effectively.