Add a route to an existing booking
Add a route to an existing booking
Adding a Route to an Existing Booking
Overview
This module covers how to add a new route to an existing booking in OpsDriver. This feature is useful for scenarios where a trip includes multiple movements—like a wedding that has both a bridal party and guest shuttle.
1. Purpose of Adding Multiple Routes
Use additional routes to:
Handle multi-part trips within one booking (e.g., separate shuttles for groups)
Keep related movements grouped while maintaining distinct route details
Assign vehicles and drivers independently for each route
2. How to Add a New Route
Step-by-Step Instructions:
Open the Existing Booking
Navigate to the Bookings section and click into the booking you’d like to update.
Create a New Route
Inside the booking, click Create New Route.
You will be directed to a blank route screen.
Name and Save the Route
Example: “Bridal Party Transfer”
Click Save to create the route.
Build Out Route Segments
Click Edit Segments.
Input trip details such as:
Date (e.g., June 8th)
Departure time (e.g., 1:00 PM)
One-way or round trip selection
Click Save.
3. Customizing the New Route
Route-Specific Details:
Add unique pickup instructions or notes specific to this new route.
These details remain separate from the main route.
Add a Vehicle
Assign a vehicle to the new route just like a primary route.
You may assign multiple vehicles if needed.
Include Add-Ons (Optional)
Add pre-configured add-ons such as water, Wi-Fi, or custom branding to this specific route.
4. Managing Routes Within the Booking
Booking Summary View:
Once the route is added, it will appear under the booking summary.
All routes (original and new) can be viewed and edited independently.
A dispatch summary will show all vehicle and driver assignments.
Dispatch Report Preview:
Navigate to the Dispatch Report to see each movement clearly separated.
Helps identify and manage routing, driver instructions, and vehicle scheduling efficiently.
5. Customer and Financial Visibility
The customer’s documents will reflect:
The primary route
The added route (e.g., “Bridal Party Transfer”)
Vehicle and pricing breakdowns for each
The Financial Section updates automatically with:
Combined booking totals
Outstanding balance status
Best Practices
Use clear route naming (e.g., “Guest Shuttle,” “Bridal Party Transfer”) for easy identification.
Double-check itinerary times and instructions for each route.
Review pricing and vehicle assignments before finalizing.
Related Articles
Update information in an existing booking
Update information in an existing booking Overview This module explains how to update details in an existing booking in OpsDriver, including route times, vehicle types, and add-ons. Most adjustments are made in the Routes section, and changes are ...Creating bookings without quotes
Creating bookings that did not come from quotes Overview This module explains how to create a new booking directly—without starting from a quote—in OpsDriver. This approach is useful when you already have confirmed trip details or are booking on ...Cancelling Bookings or Dispatches
Cancelling Bookings or Dispatches Overview This module covers how to cancel a full booking or an individual dispatch in OpsDriver. It also explains how cancellations impact pricing, vehicle/driver assignments, and system reporting—and how to restore ...Converting quotes to bookings
Converting a Quote to a booking Overview This module walks through how to convert a quote into a finalized booking within OpsDriver. Quotes may originate from your internal sales team or from the web quote widget on your company’s website. 1. When to ...CHEAT SHEET- It's time to start taking bookings in OpsDriver
Great News! Its time to start taking bookings in OpsDriver- Here is a cheat sheet that will walk you through the important things you need to be aware of as you do. Converting Quotes to Bookings- Converting quotes to bookings is fast, easy, and ...