Categorized ITNRides Manual

System Set-Up and Settings
5 Topics
Setting Rates and Hours
Setting Portal Messages
Adding a Staff User
Connecting to ITNRides
Editing or Deleting Staff Users
Working with Riders, Drivers, and Other Contacts
12 Topics
Changing a Family Membership to a Single Membership
Changing a Single Membership to a Family Membership
Closing an Account with a PTA Balance
Closing an Account with No PTA Balance
Viewing and Editing Driver Info
Entering Donors and Community Contacts
Entering and Activating Drivers
Entering and Activating Riders
Quick Action Buttons for Contacts and Accounts
Viewing and Editing Rider Info
Updating Driver Availability
Ride&Shop and Healthy Miles Accounts
Booking and Managing Rides
10 Topics
Assigning Drivers to Rides
Booking Rides
Cancelling Rides
Editing Rides
Entering New Addresses
No Charge Rides
No Show Rides
Recurring Rides
Rides Requested Through the Rider Portal
Segmented Rides
Business, Sponsored Accounts, and Road Scholarships
2 Topics
Awarding Road Scholarships
Road Scholarship Sponsor Accounts
Financial Transactions
8 Topics
Finances in ITNRides- An Overview
Opportunities in ITNRides
Account Adjustments and Credit Transfers
Entering Payments and Donations
End of Month Posting Report
Processing Customer Credit Card Payments in the Staff Portal
Viewing Customer Transactions
Entering Grants
Reports
3 Topics
Customizing Reports
Exporting/Downloading Reports
PreMade Reports
The Rider and Driver Portal
Community Outreach
Campaigns
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Working with Riders, Drivers, and Other Contacts

Categorized ITNRides Manual Working with Riders, Drivers, and Other Contacts
Lesson Content
0% Complete 0/12 Steps
Changing a Family Membership to a Single Membership
Changing a Single Membership to a Family Membership
Closing an Account with a PTA Balance
Closing an Account with No PTA Balance
Viewing and Editing Driver Info
Entering Donors and Community Contacts
Entering and Activating Drivers
Entering and Activating Riders
Quick Action Buttons for Contacts and Accounts
Viewing and Editing Rider Info
Updating Driver Availability
Ride&Shop and Healthy Miles Accounts
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