Configuration / Customer, Driver & Agent Portals
Customer Portal
My Account: trips, quotes, invoices, profile, rebooking.
What customers see at /portal — a self-service My Account that answers the questions they'd otherwise phone you about:
Overview
A welcome banner with a Book a ride button, stat tiles (upcoming trips, open quotes, this month's spend, unpaid invoices), the next trip card — date, time, pickup → drop-off, vehicle, booking number, live status — and quick actions into every section.
The sections
- Trips — upcoming and past rides with full detail and live status. Eligible trips offer Cancel ride, and every trip has a rebook shortcut that reopens your booking form prefilled from that trip.
- Quotes — their quote requests, including offered prices they can accept right there.
- Invoices — every invoice with PDF download; the same documents you see in Invoices.
- Profile — personal info, saved addresses (add/remove — these prefill the booking form), notification preferences, and password.
A bell-icon inbox in the header collects in-portal notifications.
How accounts come to exist
Every booking creates or updates the customer record; the portal login itself is created from the admin side — the Send welcome email checkbox on a customer profile emails the set-password link. Deactivating the customer blocks sign-in without deleting anything.