Creating a new standing order:

• Select the “Reservation” tab located in the top left hand corner.
• Enter the rider’s first and last name to search for the rider.
• Double click on the rider then select “new standing order” at the top of the screen.
• Select a date range, then complete all the required fields.
• Click “save” located in the lower right hand corner.

(Note: If all required fields are not completed, the save button will not appear and a red blinking “!” is present notifying the reservationist more information is required.)

View standing orders by date:

• Select the “Reservation” tab located in the top left hand corner.
• Select a date or date range in the upper left hand corner.
• All standing orders will be displayed for date range.

(Note: View reservation detail or edit standing order by double clicking on the standing order to active pop-up.)

Edit standing order:

• Select the “Reservation” tab located in the top left hand corner.
• Enter the rider’s first and last name to search for the rider.
• Standing orders will be located towards to bottom of the screen.
• Double click on the standing order you wish to edit.
• The standing order details will be displayed towards the right of the screen.
• Click the “pencil” icon in the upper right hand corner.
• Make necessary changes then click save.

Cancel standing order:

• Select the “Reservation” tab located in the top left hand corner.
• Enter the rider’s first and last name to search for the rider.
• Standing orders will be located towards to bottom of the screen.
• Highlight the standing order then click the “Cancel SO” button located just above the standing order.
• Select a cancel reason
• Confirm actions and save. 

Duplicate standing order:

• Select the “Reservation” tab located in the top left hand corner.
• Enter the rider’s first and last name to search for the rider.
• Standing orders will be located towards to bottom of the screen.
• Highlight the standing order then click the “Copy SO” button located just above the standing order.
• Review and complete required fields and save.