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  • To request a transportation for a client, search the name of the client you want to request a transportation for. Go to the client’s file and click on the tab TAT to add a new transportation request.

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  • Click on the plus sign next to “Transport Request” to add a new request. This will open up a form to enter the pick up time and other client information.
  • Before you can add a transport request, you must input an agency and link the client to the agency.
  • Enter the from and to addresses, pick up time and any special requirements. Press the DONE button to save this transportation request. Hit Add Return to book a to and fro trip. Click on Add a leg for multi destination option. For eg, if a client needs a ride from Home to Agency and then from Agency to some other place like a pharmacy.

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