Overview
You may assign up to two Additional Drivers to a contract when creating a reservation or Quick Contract, or during the start-contract workflow. All Additional Drivers will appear on the Driver Agreement.
Create a Contract or Reservation and add Additional Drivers
Select Customers from the main navigation
Locate and select the completed customer profile
Select Create Contract
Input the Contract Dates, Service Advisor, Repair Order Number and Service Vehicle ID
Select a Vehicle, verify or update Fuel and Odometer, add Vehicle Notes as needed
Save
In Booking, select + Add Driver
Input the driver’s license info or select Scan License to capture it via scan
Input the driver’s phone number
Input the driver's email address (optional for US customers, mandatory for Canadian customers)
Select Save
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Assign Additional Drivers during the start-contract workflow
After assigning a vehicle and inputting vehicle usage data, you will redirect to the Reservation Overview screen.
Scroll to the Booking Info section
Locate Additional Drivers
Select the + icon to add a driver