Adding members

Members are the riders you transport. Every trip is booked for a member, so adding a complete member profile first makes scheduling and billing much smoother.

Add a member

1. Open Members in the sidebar.
2. Click + Add Member at the top of the members table.
3. A slideout opens on the General information tab. Fill in the profile (fields below).
4. Click Save Member.

Only First Name and Last Name are required to save. The other tabs of the member record (Insurance, Files, and so on) unlock after the member is created.

General information fields

• First Name, Middle Name / Initial, Last Name
• Mobile Number — with Allow SMS — rider consented (texts) and Allow calls (reminder calls), both available once a phone number is entered. Texts start off; see Texting consent below.
• Date of birth and Sex
• Facility — link the member to one of your facilities, if applicable
• Address (street, city, state, zip) — start typing and pick the suggested address, plus an Apartment or Suite field
• Status — Active, Inactive, or Pending
• Notes — special requirements, gate codes, reminders for dispatchers and drivers

You can also add a Profile Photo and a Member Signature (upload or capture either one).

Texting consent (Allow SMS)

A rider only gets texts from you if they have agreed to them. ZeitRide keeps track of that agreement for you.

Riders your office adds

Riders you add with + Add Member, or bring in with Import, start with texts off. Turn them on only after the rider says yes:

Script to read the rider: "Can we text you at this number about your rides, like booking confirmations, reminders and when your driver is on the way? Message and data rates may apply. You can reply STOP at any time to stop the texts, or HELP for help."

1. Read the rider the script above, on the phone or in person.
2. If the rider agrees, tick Allow SMS — rider consented next to their mobile number. The line under the box reminds you what they agreed to.
3. Click Save Member.

ZeitRide records that your staff took the rider's consent, and the date. If the rider says no, leave the box unticked. They still get reminder calls (if Allow calls is on) and emails.

Note: Don't tick the box for a rider you haven't asked. Unticking it later only turns texts off. The record of the earlier consent is kept.

Riders referred by your broker

Riders created from your broker's trips start with texts on only when your company has rider texts turned on (the SMS notifications switch on Settings → Notifications → Rider messages). The broker's referral with their mobile number counts as consent. If your company's texts are off, or the referral has no valid mobile number, the rider starts with texts off.

Riders you already have are never changed when your broker sends them again.

Riders who ask for texts on your booking page

Your public booking page has an optional, unticked box: Text me trip updates. When you accept a request where the rider ticked it, that rider starts with texts on, whether ZeitRide creates a new member or matches one you already have. The box only turns texts on. Leaving it unticked never turns them off, and it never overrides a STOP.

STOP always wins

• A rider who texts STOP has texts turned off right away, on every rider in your company with that number. A new broker referral with that number also starts with texts off.
• Broker updates and re-imports never turn texts back on.
• A rider who texts START is opted back in, and their texts turn on again.
• If a rider texted STOP, they won't get texts until they text START, even if you tick the box or they tick the box on your booking page.

Where to see the consent

Open the member and look under Allow SMS — rider consented on the General information tab. When texts are on, a line shows where the consent came from and the date:

Riders whose texts were on before ZeitRide started tracking consent show no line. You don't need to change them.

To read about the texts we send, see zeitride.com/sms.

Service Details

The Service Details section stores the member's standing transport needs. New trips for this member start from these defaults, and you can override them on any individual trip.

• Default mobility type — for example Ambulatory, Ambulatory · Walker, Wheelchair (manual), Wheelchair (power), Scooter, or Stretcher
• Default service type — Curb-to-curb, Door-to-door, Door-through-door, Hand-to-hand, or Bedside-to-bedside
• Attendants needed and Additional passengers
• Infectious disease and Oxygen required toggles
• Avoid multiloading — turn this on if the member should never share a ride; you can record the reason (for example, immunocompromised). A solo rider is never in the vehicle at the same time as another member, but a driver can still carry solo riders one after another through the day (see Solo rides). Your company can pre-tick this for every new member under Settings → Scheduling Settings → Runs & multi-loading tab → Dispatch preferences.

Tip: Filling in the mobility type up front means every trip you book for this member automatically carries the right vehicle and capacity requirements, and the right level of service (Ambulatory, Wheelchair, Wheelchair XL, or Stretcher) — there is no separate level-of-service field to keep in sync.

Billing Contact

If a trip for this member is not covered by a payer, ZeitRide invoices the Billing Contact — a contact name, email, and phone. Leave it blank if it does not apply.

Insurance and coverage

Insurance details live on the member's Insurance tab (not the General information form). After saving the member, open their record and switch to Insurance to set:

• Insurance plan — type the plan name
• Insurance plan ID
• Medicaid ID

Click Save insurance when done.

Importing members in bulk

If you are onboarding and have a member list already, use the Import button at the top of the Members page instead of adding members one at a time.