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EverTransit Exec Booking Portal
EverTransit Exec Booking Portal

Your premium connection to third party bookings.

Courtney Noe avatar
Written by Courtney Noe
Updated over a week ago

Premium Exec Portal allows Accounts/Facilities/Admins/Transportation Coordinators to seamlessly Book & Manage Transportation on behalf of members, employees, residents, etc. eliminating the phone call or emails while increasing transparency by tracking all rides in live time updates!

New Booking Form:

-Auto Populate existing customer information by entering name, number, email, etc

-Choose specific contracted Service & Add notes to rides 

-All previous pick-up/drop off locations saved

Rides Tab:

-Track all rides in live time & Filter All rides booked based on status/service/customer/ etc

-Upload bulk re-occurring rides into the system seamlessly

Billing Tab:

-View existing Receipts on completed rides

-View Invoices-Paid, Unpaid, Partially Paid, etc

Members Tab:

-Manage your customers, patients, employees, residents inside the members tab.

-Customer profiles-the abillity to add individual billing, favorite pick up locations/data.

-Mass Upload feature and download CSV file

Reports Tab:

-Track Weekly Expenses

-Download Custom CSV Report by picking start & end date

Settings Tab:

-Admin Access Management-Administrative access to entire back end portal

Dispatcher(associate access)-Limited access to back end portal to book and track reservations

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