Product Updates in January 2016 [Feature Round-Up]

22 Jan 2016     |    Taz Bareham

Mobile Manifest

We’re pleased to release (in BETA) the Mobile Manifest. This feature allows you to send a Manifest customized for each Guide or Driver, to be viewed on any mobile device. It includes:

  • Yesterday’s, Today’s and Tomorrow’s orders
  • Balance either paid or outstanding
  • Customer contact details (if asked for and provided)
  • Participant information (if asked for and provided)

Click here to see it in action!

Further improvements will include:

  • Allow for on the spot payment processing, if you choose to give this access to your Guides and Resources.
  • Ability to swipe a credit card using an external swipe device that plugs into the mobile device
  • QR Scanning capability
  • And more!

Please Note: The Mobile Manifest is still in BETA, we definitely welcome any and all feedback, but you may still experience a few bugs and issues. The team is continually making updates and improvements during the BETA testing stage.

Mobile Manifest

step 1: Create a Resource User

1. Enter First Name, Last Name, and Email address

2. Select the Resource Access role

3. Select the Resource

4. Click Invite User

step 2: Send the Mobile Manifest to the Resource User

From the list of Users, click the newly created User

1. Click the Email button

The User will receive an email with the Mobile Manifest link.

Please Note: Add a shortcut to the Home screen of your device before navigating the Mobile Manifest. This way, the shortcut saved will be the short link generated rather than a different page URL.

From within the Mobile Manifest, a user can:

1. View Yesterday’s, Today’s and Tomorrow’s Orders

2. View how many participants are confirmed per session, clicking for more information

3. Swipe to the left to Check In, view each Session, balance paid or outstanding, and the main Contact, clicking for more information

4. View contact information for the main Customer, allowing easy access to either call or email them.

5. View Participant information

6. View Participant information

7. Click to navigate back