Drivers

The plugin enables you to add drivers and assign them to trips. Drivers have the capability to accept or reject trip assignments directly from their e-mail notifications.

Adding a Driver

Navigate to ‘Chauffeur Booking System’ -> ‘Drivers’. Add at least one driver to your configuration by clicking the ‘Add New’ button. On the new driver addition page, define the following:

Title

In the ‘Add title’ field, enter the name of the driver. This name will later be displayed in the plugin’s configuration options.

Description

In the text editor below the title field, add a short description of the driver.

‘General’ Tab

Below the text editor field, find the ‘General’ tab. Here, you can set additional driver settings such as:

• First and Second Name – Enter the driver’s name and surname.
• Position – Enter the position name, e.g. ‘Driver’.
• Notifications – Select a notification method. Select at least E-mail.

‘Contact Details’ Tab

Next to the ‘General’ tab, you will find the ‘Contact Details’ tab. Here, set the contact details for this driver. Initially, it is enough to specify e-mail address.

• Phone Number – Enter the driver’s phone number.
• E-mail Address – Enter the driver’s e-mail address. This field is necessary for notifications to work.
• Telegram – Advanced configuration for notifications via Telegram. For the purposes of this guide, it will not be described here.
• Social Profiles – Enter the social profiles of this driver.

Featured Image

On the right side of the window, find the ‘Featured Image’ meta-box. Click the ‘Set featured image’ link and choose an image from the Media Library that represents the driver.

Publish

Save your settings by clicking the ‘Publish’ button. Your first driver has been successfully added.

Specify the Type of Driver Assignment to the Trip

Specify how drivers are assigned to trips. There are three options:

• The driver can be assigned to a specific vehicle in the ‘Vehicles’ menu.
• The driver can be assigned to the booking form in the ‘Booking Forms’ menu.
• The driver can be assigned manually by editing the placed order in the ‘Bookings’ menu.

Assigning a Driver to a Car in the ‘Vehicles’ Menu

Navigate to the ‘Chauffeur Booking System’ -> ‘Vehicles’ menu. Edit one of your vehicles by clicking on its name. In the ‘General’ tab, locate the ‘Default Driver’ option and select the driver from the list who will be assigned to this car.

Assigning a driver to a car means that when this car is booked, this driver will receive an e-mail notification about the ride. From the e-mail, they will be able to accept or reject the ride.

Assigning a Driver to the Booking Form

Navigate to the ‘Chauffeur Booking System’ -> ‘Booking Forms’ menu. Edit your booking form. Go to the ‘General’ -> ‘Main’ tab and locate the ‘Default Driver’ option. Select the driver who will be assigned to this form. You can only choose one.

Assigning a driver to the form means that when any ride is booked through this form, this driver will receive an e-mail notification about the ride. From the e-mail, they will be able to accept or reject the ride.

Assigning a Driver to a Single Booking

Navigate to the ‘Chauffeur Booking System’ -> ‘Bookings’ menu and edit any booking by clicking on its name. Go to the ‘Drivers’ tab. Select the driver by checking the ‘Driver’ option. If you want to notify them immediately by e-mail that they have been assigned to this booking, in the ‘Re-send E-mail Message to the Driver’ option below, select ‘Enable (re-send message)’ and click the ‘Update’ button to accept the changes to this booking.

Configuring Global Settings

Configure the global options related to drivers in the ‘Settings’ -> ‘Chauffeur Booking System’ menu. Go to the ‘Booking Acceptance’ tab.

1. Enable the option for drivers to accept orders (Stage 1).
2. Create a new page in your WordPress and insert the following code:

   [chbs_booking_driver_acceptance_confirmation]

   Publish the page, note the page ID, and copy it.

3. In the ‘Confirmation Page for Drivers’ field, enter the copied page ID.
4. In the ‘Recipient E-mail Addresses’ field, enter the administrator’s e-mail address. The administrator will receive a notification when a driver rejects or accepts the trip.
5. Save Changes. Your configuration is complete.