Group Planning & Others
Table of Contents:
- Group Planning
- Direct-To-Consumer Appointments
Group Planning
This new group planning system includes the ability to batch plan potentially hundreds of moves at a time. It is particularly focused around the shuttle use-case for Super Dispatch.
Admin Portal: Building a Batch Plan
- Navigate to the new "Group Planning" tab in the hamburger menu.
- Complete the form (should only take a minute or two depending on how familiar you are with the chase vehicle system).
- Verify the plan. Submit when you're 100% sure it looks accurate.
- View the group plan in its entirety and return to the form if adjustments are needed.
- Business as usual.
- The moves will be added to the plans screen to be completed as a normal move.
- A new HopDrive ride type has been added to account for our shuttle use-case. No need to call a Lyft or Uber in these cases, the shuttle driver will update their statuses automatically.
Demo: Group Planning
Demo: After Group Plan is Submitted
Admin Portal: Chase Vehicle Management
- There is a new tab in the menu that will allow you to manage chase vehicles.
- You can add, edit, and delete chase vehicles.
- View instances where a chase vehicle has been used.
Demo: Chase Vehicle Management
Driver App Changes
- Disabled calling ride or exiting a group when in a shuttle
- Added support for GM QR code for vin scan. Drivers will no longer need to manually enter the vin.
Demo: Driver App
Direct-To-Consumer Appointments
This feature allows dealers to schedule concierge appointents directly with consumers, allowing consumers to individually opt in and pay for Hopdrive concierge services.
- Users in a configured organization will find a new "Appointments" tab in Portal's main menu. From there, they can view and create concierge appointments for consumers.
- After entering the standard move info, an automatic SMS (and optional email) will be sent to the consumer, directing them to concierge portal where they can review the appointment's price and details and pay for the move up front.
- Dealers can edit and update the appointment's details as needed before the consumer has paid.
- Once the consumer's payment is received, the organization and consumer will both be notified, and a concierge move will be automatically generated from the appointment details.
- Appointments can be canceled until their associated move has begun to be worked. If the consumer has already paid for an appointment when it is canceled, their refund will be automatically processed.