- Documentation
- Overview
- Company
- Bookings and drivers
Bookings, drivers and members
Follow your company's bookings, add drivers with their licence, and assign a driver to each booking. The admin sees everything, a member sees their own rentals.
The Company bookings screen lists your company's rentals. Drivers and members manages the people who drive or book for the company. Assign driver sets who takes the car for a given booking.
Who sees what
| Role | Visible bookings | Can manage drivers |
|---|---|---|
| Company admin | All company bookings | Yes |
| Company member | Only the bookings where they are the driver | No, they only see their own record |
Steps: add a driver
- Open Company, then Drivers and members.
- Tap Add driver.
- Fill in the name, email, phone, licence and job title, as described below.
- Tap Save. If the email is new, a company member account is created for that person.
Steps: assign a driver to a booking
- Open Bookings, then the booking.
- Tap Assign driver.
- Choose a driver with Active status.
- Tap Confirm. The driver's name appears on the booking and the agency sees it.
Company bookings
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Status filter | No | Pending, Confirmed, Active, Completed, Cancelled | Confirmed | Shows only the bookings in that status. |
| Booking card | Display | Code, car, agency, dates, driver, total, status | BK-240520-7821, Dacia Logan, FastRent | One line per rental. Tap to open the details. |
| Payment status | Display | Unpaid, Partly paid, Paid, Refunded | Unpaid | Where payment of the invoice stands. |
After you save: the booking details open. Pull the list down to refresh it.
Booking details
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Code and status | Display | Booking code and status badge | BK-240520-7821, Confirmed | The reference to give the agency if you have a question. |
| Car and agency | Display | Model, plate, agency | Dacia Logan, FastRent | What you booked and from whom. |
| Dates and places | Display | Pickup and return | 2 Nov 10:00 to 5 Nov 10:00 | When and where the car is handed over and returned. |
| Driver | Display | Name | Karim Bouaid | The person the agency employee hands the car to. |
| Assigned employee | Display | Name | Youssef El Amrani | The agency employee in charge of the handover. |
| Price breakdown | Display | Price lines, total, deposit | Total MAD 1,380 | The price frozen at booking. |
| Invoice | Display | Link | Opens the booking's invoice. | |
| Assign driver | Button, admin | Opens the assignment screen. | ||
| Cancel booking | Button | Depends on the booking status | See Cancel a booking. |
After you save: changes made by the agency (assigned employee, status) appear here when you reopen the screen.
Drivers and members
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Driver name | Yes | First and last name | Karim Bouaid | As shown on the licence. |
| Yes | Email address | k.bouaid@atlas-logistics.ma | Used to create their member account if they have none. | |
| Phone | No | Country code and number | +212 661 00 00 00 | So the agency can reach them on handover day. |
| Licence number | No | Text | 12/345678 | Checked by the agency at handover. |
| Licence expiry date | No | Date | 30/06/2028 | An expired licence makes the driver unassignable. |
| Licence file | No | Photo or PDF | licence.pdf | A copy of the licence. |
| Job title | No | Company admin, Booking manager, Driver | Driver | The person's role in the company. Default: Driver. |
| Status | Display or choice | Active, Pending documents, Licence expired, Inactive | Active | Only an Active driver can be assigned. |
| Remove | Button | Sets the person to Inactive. They are not deleted and their past bookings stay visible. |
After you save: the driver appears in the list and can be assigned if Active. When their licence nears expiry, the admin is told.
Assign driver
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Driver | Yes | A driver with Active status | Mehdi Tahiri | The person who will take the car. |
| Confirm | Button | Saves the choice. |
After you save: the name appears on the booking, the agency employee sees it on the handover task, and the driver sees the booking in their Bookings, with pickup and return reminders.
Driver statuses
| Status | Meaning |
|---|---|
| Active | The driver can be assigned to a booking. |
| Pending documents | A document is missing, such as the licence. |
| Licence expired | The licence expiry date has passed. |
| Inactive | The person was removed from the company. They are no longer offered. |
What happens next
- The assigned driver receives the pickup and return reminders.
- The admin receives the confirmation of every booking, whoever the driver is.
- Cancellations follow the same rules as for an individual: see Cancel a booking.
Troubleshooting
| Situation | Explanation | What to do |
|---|---|---|
| A member does not see a company booking | A member only sees the bookings where they are the driver. | The admin assigns them as driver, or opens the booking themselves. |
| The driver is not offered | They are not Active: pending documents, expired licence or inactive. | Update their licence or status. |
| The assignment is refused | The booking is completed or cancelled. | The driver can no longer change on a closed booking. |
| "Your account cannot perform this action." | Only the admin manages drivers and assignments. | Ask the company admin. |
Updated on 25 October 2026Markdown version