Clients

Introduction

In Zoyride, a Client means the company, business, or customer for whom transport services are provided. A client can be a corporate company, hotel, travel agency, school, hospital, or any organization that books or manages rides through the Zoyride Console.

For example, if a company uses Zoyride to manage employee transportation, that company will be added as a Client. All related details such as company information, office address, bookings, invoices, payments, documents, and users can be managed under that client profile.

Steps to Add Client

Step 1: Open Client Module

  1. Go to the Clients module from the console menu.
  2. You will see two tabs:
  • Clients
  • Client Group

The client list shows details such as:

  • Name
  • Company
  • Status
  • Currency
  • Tags
  • Connected Via API
  • Created At
  • Created By
  • Action

Step 2: Search Client

Use the search bar to find a client.

Search can be done by:

  • Client Name
  • Status

Step 3: Add New Client

  1. Click on the + button from the top-right side.
  2. The Add Client form will open.

Step 4: Fill Client Profile

In the Profile section, enter the basic client details:

  • Client Name
  • Client Of
  • Currency
  • Status

Fields marked with * are mandatory.

Step 5: Fill Company Details

Enter the company information:

  • Brand Name
  • Full Name
  • Tax ID or GST ID
  • PAN

Step 6: Fill Office Details

Enter the office information:

  • Office Name
  • Address
  • Country
  • City
  • Address Line
  • Pin Code

Use the map or location section to set the office location correctly.

Step 7: Save Client

  1. Review all details.
  2. Click Save.

After saving, the client will appear in the Clients list.

Additional Client Tabs After Saving

After creating and saving a client, extra tabs will be available in the Edit Client screen.

Available tabs:

  • Profile
  • Wallet
  • Booking
  • Invoices
  • Documents

1. Profile Tab

Purpose

The Profile tab is used to update the main client details, company details, and client settings.

Steps

  1. Open the Clients module.
  2. Click the edit or pencil icon for the required client.
  3. The Edit Client screen will open.
  4. In the Profile tab, update details such as:
  • Client Name
  • Default Company
  • Client Of
  • Currency
  • Status
  1. Enable required options:
  • Is an Integrated Client via API
  • Turn off Notification
  • Client Employee can request for Adhoc or Shuttle Request
  1. In the Company section, add or edit company details.
  2. Click Save.

2. Wallet Tab

Purpose

The Wallet tab is used to view or manage wallet-related information for the client.

Steps

  1. Open the client in Edit Client mode.
  2. Click the Wallet tab.
  3. View wallet details available for the selected client.
  4. Update wallet-related settings if required.
  5. Click Save after making changes.

3. Booking Tab

Purpose

The Booking tab shows bookings or trips linked with the selected client.

Steps

  1. Open the client in Edit Client mode.
  2. Click the Booking tab.
  3. Use filters such as:
  • Status
  • Trip Date
  • Client
  • Created At
  1. Click the search icon to filter booking records.
  2. View booking details such as:
  • Trip No.
  • Ref. No.
  • Package Name
  • Invoice No.
  • Invoice Date
  • Trip Type
  • Tags
  • DutySlip #
  • Client
  • Client Company
  1. Use the edit icon if any booking needs to be opened or updated.

4. Invoices Tab

Purpose

The Invoices tab is used to view invoice records linked with the selected client.

Steps

  1. Open the client in Edit Client mode.
  2. Click the Invoices tab.
  3. Select the required date range.
  4. Use the client filter if needed.
  5. Click the search icon.

Invoice records will be shown if available.

If no invoices are found, the system will show No records available.

5. Documents Tab

Purpose

The Documents tab is used to upload and manage client-related documents.

Steps

  1. Open the client in Edit Client mode.
  2. Click the Documents tab.
  3. Select the document type.
  4. Upload the file using drag and drop or the choose file option.
  5. Click the + button to add more document sections if required.
  6. Click Save.

Other Actions

Audit Log

Click Audit Log to check the update history or activity log of the client.

Delete Client

Click Delete if the client needs to be removed.

Save Changes

Click Save after making any update in Profile, Wallet, Booking, Invoices, or Documents.

Important Notes

  • The Profile tab is available while adding the client.
  • The Wallet, Booking, Invoices, and Documents tabs are available after the client is saved.
  • The Booking and Invoices tabs are mainly used to view linked records.
  • The Documents tab is used to upload client-related files.
  • Always click Save after updating any client information.