9.1: Rider | Help Trip2

Select the “Reservation” tab located in the top left hand corner.
Select “new rider” button in the upper left hand corner to active the “New Rider” pop-up.
Complete all the required fields.
Select a Ride Payor, click the blue button located down left hand corner.
Click the save icon located in the upper right hand corner to store changes.

(Note: All required fields are highlighted in red.)

Select the “Reservation” tab located in the top left hand corner.
Use the search fields to find the rider.
Double click on the rider then select “edit rider” located at the top of the screen.
Make necessary changes and save.

Select the “Reservation” tab located in the top left hand corner.
Use the search fields to find the rider.
Double click on the rider then select “edit rider” located at the top of the screen.
Use the add icon in the payor section to add an additional payor.
Double click on the payor to edit or deactivate payor then click save.

Select the “Reservation” tab located in the top left hand corner.
Enter the rider’s first and last name in the designated fields and click the search icon (or click the enter button on the keyboard).
All riders fitting that description will appear.
Double click on the rider to view rider details, trip history, plan details and coverage’s.

This feature will combine account when the same rider has been created multiple times.

Select the “Reservation” tab located in the top left hand corner.
Click on the “merge account” button located in the upper left hand corner.
Enter the rider’s first and last name in the search field.
Use the boxes located to the left of the rider to select the riders you wish to merge.
Review the rider information to the right and confirm the rider is the same person, then select the “these riders are the same person” located use under the heading “Riders to merge”.
Select the primary account and then merge accounts by selecting the upwards arrow located in the upper right hand corner.

Trip2 Web App Documentation