Before you start
| 1. | Check that the correct account is displayed in the account navigator. |
Depending on your group/account settings, the menus may change when you choose a different account.
| 2. | If you are using a new address or payment card, have the details to hand. |
| 3. | A booking is confirmed when you receive an email with the from the SameDay online booking system. |
A confirmed booking that has not yet been allocated to a courier can usually be cancelled.
Actions
Click each link below for help about each step.
| a) | For each security question, fill in the response field and click Next. |
You have three chances to answer all the questions correctly. If you exceed the number of tries, your login will be disabled until your administrator unlocks it.
If you leave the field blank or you click Cancel, the system will interpret it as the wrong answer.
For help with security questions, contact your administrator.
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If you intend to make a booking, the first field (labelled by default) MUST contain data.
| a) | Do one of the following actions: |
| ▪ | If the fields are already populated with data, you can over-type it with different information. |
| ▪ | If the fields are blank, type the sender's name and fill in any other fields that have an asterisk. |
It may save you time in the future to set up a default sender.
| ▪ | Tick (populates the fields with your own details). |
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| a) | Type the booking code into each field or select the code from the dropdown list as appropriate. |
If you do not know the code, contact your administrator.
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| a) | Depending on your account/group settings, you may have both and options. If so, you must select one radio button on the left hand side and one vehicle. |
In every booking, the vehicle that you select here may be changed later, for example, if the items you wish to transport are too heavy for the selected transport.
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| a) | Select the that best matches the number of collection/delivery locations required for this booking: |
| o | For a straightforward single collection and single delivery location, choose . |
| o | If the courier needs to travel to one or more collection and/or delivery locations, choose . |
| o | For a round trip of collection(s) and deliveries, choose . |
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NOTE: fill in all fields that are marked with an asterisk (i.e. mandatory fields).
To find an address that you used before, either:
| • | Use the dropdown list (it has addresses from previous confirmed bookings). |
| • | Click Address Book and Search inside the popup. Highlight the address you need and click Select. |
| a) | If you know the address, type in the If not, go to the next step. |
| o | Type the building name or house number and the road into the field. |
| o | Highlight the radio button for the matching address and click Select. |
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Validating an address allows us to confirm the booking and map the address to GPS co-ordinates for our couriers. Entries in your Address Books only have to be validated once.
Occasionally, the system may not be able to validate an address; contact your service centre for assistance.
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| b) | If you don't know the postcode, click Postcode Unknown and fill in the mandatory fields. |
The name of the is optional, but we recommend that you include it. (It speeds up the search and produces a shorter list of potential matches.)
| i. | Find the matching address and click Select. |
Occasionally, the system may not be able to find the address you require; contact your service centre for assistance.
| d) | The Ready Now button is highlighted. |
If you want a later collection time, click Pre Book, and choose a and .
| f) | If this is a booking, your account/group settings may include an Add Item Information button. This enables you to detail individual items - an asterisk inside the popup indicates a mandatory field. |
If you add data using Add Item Information, you must click Select Item in the panel(s) and tick the items for delivery at each location until all the listed items are accounted for.
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Fill in all fields that are marked with an asterisk (i.e. mandatory fields).
To find an address that you used before, either:
| • | Use the dropdown list (it has addresses from previous confirmed bookings). |
| • | Click Address Book and Search inside the popup. Highlight the address you need and click Select. |
| a) | If you know the address, type in the If not, go to the next step. |
| o | Type the building name or house number and the road into the field. |
| o | Highlight the radio button for the matching address and click Select. |
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Validating an address allows us to confirm the booking and map the address to GPS co-ordinates for our couriers. Entries in your Address Books only have to be validated once.
Occasionally, the system may not be able to validate an address; contact your service centre for assistance.
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| b) | If you don't know the postcode, click Postcode Unknown and fill in the mandatory fields. |
The name of the is optional, but we recommend that you include it. (It speeds up the search and produces a shorter list of potential matches.)
| i. | Find the matching address and click Select. |
Occasionally, the system may not be able to find the address you require; contact your service centre for assistance.
| d) | If this is a or a booking: |
| i. | Select a value for and for . |
| ii. | If you already used an Add Item Information button in the collection panel, you must click Select Item and tick the items that need to be dropped off at this address. |
| iii. | If you have an Add Item Information button, you can detail further items to be collected at this address. |
When you get to the next panel, click Select Item and specify the items to be dropped off at that location.
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Ensure that the total number of items to be collected equals the total number of items selected for delivery, or you will be unable to confirm the booking.
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| e) | If this is a booking, click Next Address to add more delivery addresses. Your group/account settings determine the total number of possible delivery addresses. |
| f) | If you need to swap the order of existing delivery addresses in a booking, click the arrowhead(s)  as required. |
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The panel is displayed if your group/account settings require it. The first possible date and time is automatically filled in for you when you:
| • | put the cursor into the panel |
OR
| • | click Next at the bottom of the screen. |
Depending on your account/group settings you may be able to choose a later delivery time.
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All the options in this panel are determined by your account/group settings (which take precedence over your selections in .
| a) | To request an email notification, type the address into the field and tick the event(s) which must trigger an email during this booking's cycle. |
| b) | To request an SMS (text to a mobile phone) notification, type the mobile number into the field and tick the event(s) which must trigger a text notification during this booking's cycle. |
| c) | Click Add to create further notification email addresses/mobile phone numbers. |
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| i. | If there are errors in the booking, follow the red text instructions displayed in the Help panel and/or at the top of the screen. Correct the errors and click Next. |
| ii. | If there are no errors in the booking data, the date/time will display the earliest delivery (your account settings may permit you to choose a later date/time). |
Make changes, if required, and click Next again.
| iii. | When the booking is correct, a page is displayed for you to check. |
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| a) | Check that all the details in the summary are as you expect. |
| i. | Depending on your group/account settings, you may have the option of changing or even upgrading this booking to a different CitySprint service. |
| ii. | If you select an alternative service, you can click Clear Selection to revert back to the original cost and delivery time. |
| b) | If the summary is not correct, go to the bottom of the page and click one of: |
| • | New Booking - abandon this booking and start again. |
| • | Amend - go back to the screen and modify some of the details. |
| c) | If the summary is correct, go to the bottom of the page and click any/all of the following: |
| • | Print Quote - get a printout of this booking summary (assumes that you have a printer connected to your PC). |
| • | Save Quote - save this booking as a quotation with a unique ID. |
NOTE: Click Close in the popup to continue with the current booking - you can access the quotation later through the tab.)
| • | Confirm - confirm this booking. You will shortly receive a and unique by email. |
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This popup is displayed if the account requires it. There are two radio buttons at the top:
| a) | - automatically highlighted if you already saved a card(s) through . |
| i. | For additional security, type the card's security number if you have it. An asterisk indicates that it is mandatory. |
| ii. | Click Confirm to use the card for this booking. |
| b) | - highlight this if you wish to set up a new card for this booking and complete all fields that are marked with an asterisk (mandatory). |
| i. | Select the from the dropdown list. |
The fields in the popup may vary depending on the type of card. You must fill in all the fields marked with an asterisk.
| ii. | Fill in the field. Use digits only and do not include spaces or hyphens in the number. |
| iii. | Some cards require further details such as , and . |
| iv. | If you need to use the same card in the future, tick the checkbox (the card details are added to the list in ). |
| v. | Type a street name or number in and fill in the field, then click Validate. |
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Validating an address allows us to confirm the booking and map the address to GPS co-ordinates for our couriers. Entries in your Address Books only have to be validated once.
Occasionally, the system may not be able to validate an address; contact your service centre for assistance.
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| vi. | Once the address is verified, click Confirm to use the card for this booking. |
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This page provides you with a unique and confirms that the booking has been sent to CitySprint and is active.
Choose any/all of the following:
| • | Save Booking - save all the details of this booking into a "template" which you can re-use as often as necessary. |
This booking template is called a and is available from menu. The only data that is not saved is the and .
| • | Print Booking - get a printout of this booking (assumes that you have a printer connected to your PC). |
| • | New Booking - start a new booking from scratch. Once you click this option, you cannot save or print the existing booking. |
A booking can be cancelled before it is allocated to a courier - contact your service centre.
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