Add drivers and prepare them for the app
Create each driver's record and login, review their working settings, and prepare their invitation.
AdministratorsDispatchers
Role guide
Help for administrators.
Start with the workflows most relevant to your responsibilities.
Check your first booking from start to finish
Connect your setup with one controlled booking and verify pricing, dispatch, the Driver App, and the resulting billing record before launch.
AdministratorsDispatchersFinance teams
Configure and test cancellation policies
Set the default cancellation policy for a rate plan, edit customer wording and fee tiers, and test saved cancellation and no-show terms.
AdministratorsFinance teams
Configure company and office details
Review company and office information, view company documents, and open Compliance to manage their records.
Administrators
Create bookings, return trips, and continuing trips
Create a trip in three steps, check its price, save or confirm it, assign a driver, and prepare a separate return or continuing booking in the Driver App.
AdministratorsDispatchersDrivers
Create passengers and import phone contacts
Select or create a passenger or booker, verify each address imported from a phone contact, handle duplicate matches, and keep saved addresses for customers and individuals.
AdministratorsDispatchersDrivers
Get oriented in OpenLimo Backoffice
Find company settings, Website setup, compliance readiness, Dispatch, and finance in OpenLimo Backoffice.
AdministratorsDispatchersFinance teams
Get the Driver App ready for the first trip
Sign in with a passkey or emailed code, allow notifications and location, choose a vehicle, go online from the availability control, and check a first trip with dispatch.
AdministratorsDispatchersDrivers
Initial platform setup checklist
Configure company details, fleet readiness, dispatch policies, pricing, payments, and the web booking flow before launch.
Administrators
Manage team access and permissions
Add operational users, assign the least access they need, send sign-in instructions, and review sign-in activity and sessions.
Administrators
Manage your Studio account and sign-in activity
Edit your display name, open your sign-in methods, and review your latest sign-in, activity time, and recorded history across OpenLimo applications.
AdministratorsDispatchersFinance teams
Move from Backoffice to pricing and zones
Open Studio from Backoffice and find rate-plan prices, zone-rate editing, and service geography.
Administrators
Prepare fleet resources for operations
Prepare fleet records, review compliance readiness, and manage requirement packs and document actions before dispatch.
AdministratorsDispatchers
Receive customer payments across invoices
Apply one check, ACH, wire, cash, or other payment across a customer's open invoices and pro forma invoices, then review, edit, or void it.
Finance teamsAdministrators
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review driver pay, balances, and payouts
Reconcile driver work through settlements and balances before completing a payout.
Finance teamsAdministrators
Review operational integrations
Identify integration responsibilities and use Settings → Website for booking embeds and allowed website access.
Administrators
Review operations settings safely
Review Allow, Warn, and Block assignment policies and verify individual settings changes before dispatch use.
AdministratorsDispatchers
Review payment and preauthorization settings
Configure payment behavior with a finance owner and verify it using an approved, non-live test workflow.
AdministratorsFinance teams
Review payments, refunds, and credits
Trace payment history in the Payments register first, then use the action that matches the approved financial outcome.
Finance teamsAdministrators
Review Studio pricing settings
Find shared pricing settings, understand office synchronization, and check the currency used for new quotes.
AdministratorsFinance teams
Set up customer accounts
Create the customer record used for pricing, booking policy, billing, and associated people.
AdministratorsDispatchers
Set up fleets, services, and vehicles
Connect your operating brand and service types to vehicle classes, then register the cars your drivers use.
AdministratorsDispatchers
Set up individuals and link their accounts
Add passengers and bookers, link them to customer accounts, and choose whether to invite them to sign in.
AdministratorsDispatchers
Set up tenant access and your team
Start in the correct operating company, confirm administrator access, and add your Back Office team.
Administrators
Set up your company and locations
Enter company identity, regional settings, branding, and the locations your operation uses.
Administrators
Set up your first prices in Studio
Create default prices, add the zones and charges you need, and check real booking examples before taking bookings.
Administrators
Sign in with a passkey, single sign-on, or an emailed code
Sign in to Backoffice, Studio, and the Driver App without a password, manage passkeys and sessions, and get back in when a code or passkey fails.
AdministratorsDispatchersFinance teamsDrivers
Submit driver documents and review their status
Open Credentials in Profile, scan a license or read a medical card, check the captured details, attach required evidence, and follow the status of your own compliance documents.
AdministratorsDrivers
Troubleshoot a missing or unexpected Dispatch item
Check date, view, filters, reservation state, and permissions before recreating work or escalating an issue.
DispatchersAdministrators
Troubleshoot an unexpected Billing amount
Trace the amount from report or invoice back to its contributing records before applying an adjustment.
Finance teamsAdministrators
Troubleshoot pricing and quote results
Check rate matching, cancellation defaults, variation conflicts, currency errors, and missing quote records before changing a price.
AdministratorsFinance teams
Understand Backoffice settings
Find Backoffice settings and configure website addresses, DNS, booking embeds, and Allowed websites.
Administrators
Understand the Backoffice Billing workspace
Navigate accounts receivable, affiliate settlements, driver pay, and reports while preserving the distinction between each workflow.
Finance teamsAdministrators
Understand the Studio pricing workspace
Find the right pricing tools and add or edit zone rates and independent variations within a rate plan.
AdministratorsDispatchersFinance teams
Understand zones in Studio
Review geography in Zone Explorer and choose the correct pickup, drop-off, either-end, or between-zone rate scope.
AdministratorsDispatchers
Use Billing reports responsibly
Choose the report that answers the business question and record filters and timing with exported results.
Finance teamsAdministrators
Use Studio quote tools to verify pricing
Calculate representative trips, compare rate variations, and review saved quotes and their modification history.
AdministratorsDispatchersFinance teams
Use the Dispatch board
Read the operational board, apply focused views, and keep changes tied to the reservation you intend to manage.
DispatchersAdministrators
Use the Driver and Admin workspaces and review bookings
Switch between Driver and Admin, keep the active ride in view, run company tools from Admin by role, and review booking warnings and changes before accepting a booking.
AdministratorsDispatchersFinance teamsDrivers
Work past-due accounts in Collections
Follow up on past-due customers, log calls and promises to pay, send statements, and set collection, statement, and remit-to defaults.
Finance teamsAdministrators
Work the Needs Attention queue
Triage operational warnings by impact, investigate the underlying reservation, and document the resolution.
DispatchersAdministrators
Write and publish your terms and conditions
Draft, publish, and version the terms customers accept at checkout and see on their bookings, or send customers to your own terms page.
Administrators