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Create a customer or corporate account

Add a customer so their details fill in on every reservation, set up a corporate account with billing terms, and link travelers to it.

For: Dispatchers, Billing and finance Last checked

Before you start

  • Adding customers needs the Owner, Admin or Dispatch role. Corporate accounts also work for Finance.
  • Each customer needs a first name and a phone number. Email is optional here, but reservations need one.
  • For a corporate account, have the company name, billing email and payment terms.
  • Corporate accounts are included on the Growth plan and up.

Steps

Part 1: Add a customer

  1. In the left menu under Directory, click Customers. The page is called Customer Directory.

  2. Click Add Customer, or press N.

  3. Fill in First name and Phone number. Add Last name and Email if you have them.

    The country code starts as US / Canada +1.

    The Add Customer window in Renaro with first name, last name, country code, phone number, email, home address and VIP customer.
    The Add Customer window. Only first name and phone number are required.

  4. Optional: search their Home address so it becomes their default pickup, turn on VIP customer, and add Notes your dispatchers should see.

  5. Click Add Customer. You'll see Customer "Dana Whitfield" created with their name.

Part 2: Add a corporate account

  1. In the left menu under Directory, click Corporate.

  2. Click Add account, or press N.

  3. Type the Company Name. Add a Contact Name and Contact Phone if you have them.

  4. In the billing section, type the Billing Email and choose Payment Terms: Net 15, Net 30, Net 45, Net 60 or Net 90. Add a Billing Address and a Credit Limit if you use them.

  5. In the pricing section, set an Account Discount % or a Max Fare Per Trip if you agreed to one.

  6. Click Add account. You'll see Corporate account created.

Part 3: Link a traveler to the account

  1. Go to Customers and open the traveler.

  2. Click the Corporate tab, then Add to corporate account.

  3. Search for the account. Fill in Department, Cost center and any monthly limits you need.

    Turn on Custom reference required on every booking if the company needs a PO or reference number on each trip. Turn on Set as default billing account to bill their trips to the company automatically.

  4. Click Add link. You'll see Passenger added to corporate account.

If something looks wrong

  • A passenger with this phone number already exists in your organization.

    That customer is already in Renaro. Search the Customer Directory by their phone number.

  • The Corporate page says Corporate accounts isn't included in your plan.

    Corporate accounts come with the Growth plan and up. Click View plans to see yours, or call us.

  • Corporate account name already exists for this organization.

    An account with that name is already on the Corporate page. Open it instead of making a second one.

  • Saving a customer shows Passenger custom field with is required.

    Your company made a custom customer field required, and this form doesn't include it. An Admin can change that under Settings, Developer, Custom Fields.

  • Add Customer stays grayed out.

    Fill in First name and Phone number; both are required.

Still stuck?

Call +1 (630) 998-6261 or email support@renaroapp.com. Tell us which guide you were following and the step you were on.