Quick start: your first trip

This walkthrough takes one trip through the whole system: member → booking → driver → completion → billing. Fifteen minutes, and you'll have touched every core module.

Before you start

You'll need at least one driver with a vehicle scheduled for today (Employees → their row → Manage schedule: enable today, set a vehicle) and, if anyone but the member pays, a payer with a rate sheet (Settings → Payers). Both are covered in Setting up your team and Payer setup.

1. Add the member

1. Open Members → + Add Member.
2. Enter the name, phone, address, and their default mobility type under Service Details.
3. Click Save Member. (Full field reference.)

2. Book the trip

1. Click Create Trip in the sidebar.
2. Pick your new Member, choose the Funding Source (use Private Pay for this test), leave the schedule on One-time with today's date.
3. Fill in Leg A: pickup address, dropoff address, and a Scheduled Pickup Time about an hour out.
4. Click Save trip. (Details on every field.)

3. Assign the driver

1. Open Dispatch. Your trip is in the Unassigned pool on the left rail.
2. Drag it onto your driver — or tick its checkbox and use Assign.
3. The trip lands in the driver's lane as two stops (pickup and dropoff) in run order. (Board guide.)

4. Run the trip

If a real driver has the app, they'll see the trip on their Trips screen and tap Pick up, then Drop off — watch the statuses change live on your board.

To simulate it from the office: open each stop's ⋮ Stop actions menu — Mark picked up on the pickup, then Mark dropped off on the dropoff. (Pickup first — ZeitRide enforces the order.) The stops turn green and the driver's progress bar completes. (Stop actions.)

5. Bill it

1. Open Billing. Your completed trip is on Ready to Bill for today with the Invoice billing method (it's private pay).
2. Click Generate invoice, confirm the amount and description, and Create invoice.
3. Click Manage invoice → Send invoice, and later Mark paid. (Invoicing guide.)

Broker-funded trips follow the same path but end with Submit to broker instead — see Submitting broker claims.

Where to go next

• Standing orders: Recurring trips
• Connect your broker: How broker trips arrive
• Get drivers on the app: Driver app overview