Creating a New Customer

This article illustrates how an Ops user can create a customer on JRNY Ops. We recommend customers verify themselves before making a booking request.

  1. Log in to the Back Office platform, navigate to the left Panel, and Click on the 'Customer' Module.
Test data is used in all screenshots

Understanding the Customer Page: When accessing the Customer Page, There is a toggle to switch between "Accounts" and "Drivers."

    1. Accounts Toggle: This displays customer accounts. Note that one account can have multiple associated drivers.
    2. Drivers Toggle: Toggling to "Drivers" shows a complete list of drivers across all accounts, offering an overview of the entire driver base connected to your service.

2. Click the Accounts Toggle and then the + Add New button on the top to open the customer registration form.

  1. Please check the box to include the customer as a primary driver and complete the form. Then click 'Save Customer' to register.

  1. A toast notification at the bottom of the screen and a green notification on the modal confirm that the new customer has been created.



Article by Roshel Jose


Please note:

  1. The JRNY platform is constantly evolving and new features and functionalities are added all the time. We are constantly updating the Knowledge Base, but some instructions and/or images you see in these articles may vary slightly from what you can see in your own environment. Get in touch with support@tomorrowsjourney.co.uk when in doubt.
  2. Some features and functionalities may require configurations or additional development to work in your environment. Please speak to us if you have any questions.
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