Assign Bookings to Drivers and Send Notifications
The Cab Grid Booking Management Plugin for WordPress records booking requests and notifies customers of changes in booking status, but it has no mechanism to assign and notify drivers of bookings. The Cab Grid Driver add-on plugin for WordPress provides this functionality.
The Cab Grid Driver add-on plugin adds a DRIVER tab to the Cab Grid WordPress Admin interface that lists existing drivers and allows new drivers to be added. These drivers can then be assigned to jobs in the BOOKINGS tab (assuming the Booking Management Add-on is installed and activated).
When a driver is assigned to a booking they can be sent a notification by text or email. The email notification includes a calendar event as an attachment and details of the booking.
Installing the Cab Grid Driver Add-on
The Driver Add-on ZIP file is downloaded once payment is complete. It will then need to be uploaded to WordPress. This is the same process as adding the main Cab Grid Pro plugin. The first part of the Cab Grid installation tutorial video shows how it is done, however here are step by step instructions:
- Log in to WordPress admin
- Click PLUGINS > ADD NEW (from the left side menu)
- Click UPLOAD PLUGIN
- Click CHOOSE FILE or BROWSE. A file browser window will open.
- Navigate to the folder containing the Driver Add-on ZIP file and click it to select it.
- Click OPEN or CHOOSE to select the file. The file browser will close and the file name will appear in the file field.
- Click INSTALL NOW to upload the ZIP file.
- Click ACTIVATE PLUGIN to activate it.
A new DRIVER item will appear as a tab on the Cab Grid Pro admin page or as a sub-menu item in the main Cab Grid Pro menu (on the left). Settings & drivers will appear in this tab.
Before any drivers can be assigned to taxi bookings they must be added to the system:
- Click the DRIVERS tab on the Cab Grid Pro WordPress admin page.
- Click the ADD sub item in the dark grey strip at the top.
- Complete the NEW DRIVER form. Key fields in this form include:
- Driver Active: Determines if a driver is available to have jobs assined. Inactive drivers omitted from driver lists.
- Driver First Name: Used in notification to both driver and customer (when selected).
- Driver Email Address: Used to notify drivers when assigned to a job
- Driver Telephone Number: Used to notify drivers (SMS) when assigned to a job.
- Driver Car Make/Model/Reg/Colour: If entered passed on to customer when job assigned.
- Click ADD DRIVER at the bottom.
Once submitted, the new driver form will reset permitting further drivers to be added.
Managing & Editing Drivers
The main driver table provides a list of driver information and access to driver functions:
- Click an ID to view all jobs assigned to that driver.
- Click the driver’s name to EDIT that driver’s profile (all the fields available in the ADD form).
- Click the email address to EMAIL that driver directly
- Click a telephone number to CALL that driver directly (if the browser device supports calls)
- SEARCH for drivers by entering either of name, car details, email, etc. and pressing ENTER/RETURN
- Click the DELETE button to remove the driver from the system entirely.
- Use the SELECT checkbox to select multiple drivers, then choose an ACTION from the ‘With selected‘ drop down.
Assigning Bookings to Drivers and Sending Notifications
Drivers are assigned in the BOOKINGS tab. Only jobs that are PENDING, ACCEPTED or UPCOMING (i.e. not past) can have drivers assigned. Bookings that are in the past will have the assigned driver name displayed only (no means to adjust or re-assigned).
- Click the BOOKINGS tab on the Cab Grid Pro WordPress Admin page.
- For individual booking, click the yellow DRIVER button in the booking row.
For multiple bookings, select bookings using the SELECT button and choose ASSIGN DRIVER from the ‘With Selected‘ drop down at the top of the booking table.
- In the ASSIGN A DRIVER dialogue box, tick boxes next to the desired notification options:
- Notify driver by email: Sends a job details to the driver by email. Includes a calendar event attachments.
- .. & text message (SMS): Sends an SMS text message to the driver with details and a link to full job details. Only available if Twilio properly configured.
- Notify customer by email: Sends driver details (Firstname, car details) to customer by email.
- … & text message (SMS): Sends driver details to the customer via SMS text message. Only available if Twilio properly configured.
- From the drop down menu, select the driver to assign to the select booking(s).
- Click CONTINUE to assign driver to the selected booking(s) and send the selected notifications.
- Click the yellow driver name button again to re-assign the driver if necessary.