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My Profile

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Setting up key booking data in My Profile is a great way to avoid having to type the same information in the Booking form over and over again.

For example, you can set up a default booking account and typical data. When you open the Booking screen the information is filled in automatically. You can always edit the data if you need to.

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Personal data about you
My Details

Displays all the personal data that your administrator set up for you and which is only editable by your administrator (i.e. an administrator of your group).

You can change your mobile number.

Change Password

You can change your login password and get a confirmatory email from the system.

Request New Account Access

Enables you ask your administrator to give you access to another account.

You have to include a business justification.

The default booking account & default sender information

Which information do you want displayed automatically when you log in?

oa default account - usually the one that you work with the most.
oa default landing page for the default account.
oa default booking type, service and vehicle options and notification type for bookings made on the default account.
oshow or hide the right-hand Help panel for the default account.
Set Up Sender Details
oIf you make a lot of bookings for someone else, enter the sender's name and contact details and they will be displayed automatically in the Booking screen.
oIf you pay for bookings using credit/payment cards, set up the card(s) details - they are associated with your user ID and will be available from the Booking Confirmation screen.
Saved/Other Bookings and Favourites for repeat bookings
oSaved Bookings (also known as Other Bookings) are effectively booking "templates". They are personal to you, they can be  named and each saved booking can include as little or as much booking data as you wish.  When you re-use the booking all you need to do is complete the data.
oYou can create an unlimited number of Saved Bookings and you can nominate up to 12 of them as Favourites.

Displays all your Saved Bookings AND Favourites. You can confirm/view/amend/delete any of the bookings .

oDisplays all your Saved Bookings (excluding your Favourites).
oYou can confirm/view/amend/delete any record.
oAmendments include renaming bookings or changing a Saved Booking into a Favourite.
oDisplays all your Favourite bookings, and allows you to confirm/amend/delete any of them.
oAmendments include renaming a Favourite or changing it into a standard Saved Booking.
oDisplays all your bookings, including those made on accounts which you no longer access.
oDepending on your group settings, this list may also include bookings that have been confirmed by colleagues who are in your (admin/user) group.
Manage your personal Address List
Add/view/amend addresses of frequently used collection and delivery locations and give them easily-recognisable names.

Related topics

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