What Is Account Priority?

Limo Anywhere includes three account priority levels: Normal, VIP, and VVIP. How you choose to define and use these is completely up to your operation.

For example:

• VIP might be a client who prefers a specific chauffeur or vehicle.
• VVIP could be someone with extra requests, like having their favorite coffee ready for early morning reservations.

How to Set an Account’s Priority

When setting up a new account:

1. Choose the appropriate Priority Level from the dropdown
2. Save your changes

To edit an existing account:

1. Search for the account (by name, company, account number, etc.)
2. Click Edit
3. Select the Priority Level from the dropdown
4. Click Save.

You can also add any notes related to that client’s preferences in the Preferences/Trip Notes field. This is a separate field from the Trip Notes section at the reservation level.

Showing Priority Status on the Dispatch Grid

1. On the Dispatch Grid, click the “Grid Setup” hyperlink

2. Under the Grid Setup tab, make sure that box for ‘Passenger Priority Level & Notes’ is ticked

3. To highlight VIP/VVIP Passenger Status, navigate to the My Prefs tab, scroll to the appropriate selecting, select ‘Yes’ from the dropdown menu and then select your desired highlight color.

4. Click Update Dispatch Grid Fields to apply your changes.

Once saved, priority clients will be highlighted in your chosen color. If the account has notes, you’ll see a notepad icon you can hover over for quick reference.

Exporting a List of VIP and VVIP Clients

1. Click the “Accounts” icon in the Navigation Bar
2. Navigate to the “Export Customers” tab
3. If you are looking to run a complete list of clients, make sure that the box for ‘Include All Dates’ is ticked, otherwise choose the date range for Reservations you are looking for (ex. maybe you only want to run a list of account who have booked sometime within the last year).
4. Check ‘Include All Fields’ or choose the individual fields you would like included on the report (ex. First Name, Last Name, Email Addresses, Account Priority).
5. (Optional) check the ‘Date Created’ option, this will allow you to easily identify when an account was created so that you can identify new accounts vs. older accounts.
6. Under the ‘Accounts that are:’ option, choose the appropriate radio button (Active, Inactive, Both).
7. Click ‘Generate Export File’
8. Download the .csv file and you can edit, filter, and sort the data appropriately.

NOTE: On the export file, accounts with a “Normal” priority will show as NP.

Have any tips of your own for managing VIP clients in Limo Anywhere? We’d love to hear what’s worked for you. And if you have any questions, feel free to reach out to our team at Support@LimoAnywhere.com or give us a call at 888-888-0302 x2.

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Enabling ReadBack Scripts in Limo Anywhere

1. Select ‘My Office’ from the navigation bar.
2. In the ‘Company Settings’ tab, choose ‘Company Preferences’ then select ‘Reservations’ from the lefthand menu.
3. There are two options avaialble for ReadBack Scripts: ‘Produce ReadBack Script on First Save’ and ‘Produce ReadBack Script on All Saves.’
   Set the dropdown for the setting that best fits your workflow to ‘Yes.’
4. Click the ‘Update My Company Preferences’  button to save your changes.

ReadBack Script Templates

ReadBack Script templates help ensure each reservation is confirmed with specific, consistent information. By using Limo Anywhere’s Trip Tags, you can automate details like client names, addresses, and pick-up times. Here’s how to create these templates:

1. Select ‘My Office’ from the navigation bar.
2. In the ‘Company Settings’ tab, select ‘ReadBack Script Templates’ from the lefthand menu.
3. Name Your Template: In the ‘Template Name’ field, give your script an identifiable name (e.g., Airport Arrivals’ or ‘Medical Transportation).
4. Select Service Types: Assign the script to specific service types (e.g., Airport Arrival, Wedding, Prom) or select all to apply the template to all service types.
5. Add Script Text and Trip Tags: Write the main text for your script and include Trip Tags for dynamic content—such as client name or trip time—to personalize each booking confirmation.

Use Cases for ReadBack Scripts

ReadBack Scripts are highly versatile and can be tailored to suit various service types and reservation needs. Here are some effective ways to incorporate them into your operations:

• General Reservations: Use a standard ReadBack Script for all reservations to guide reservationists in confirming essential trip details, including date, time, pickup and drop-off locations, and vehicle type. This ensures every booking is accurately reviewed, helping prevent miscommunications.

Sample Template:

Your Confirmation Number is #TRIP_CONFNUM#. A copy of this confirmation will be emailed to you shortly; please review all the details carefully.

Your reservation is scheduled for #TRIP_PUDAYNAME#, #TRIP_PUDATE# at #TRIP_PUTIME#.

We will be transporting #TRIP_PASS_FNAME# #TRIP_PASS_LNAME# with a total party of #TRIP_PASSCOUNT# passengers in a #TRIP_VEHTYPE_DESC#. Route details:

#TRIP_RT_ALL#.

For payment, we will use a #TRIP_PAYMETHOD# card ending in #TRIP_CC_LASTFOUR# to cover the reservation charges. The total balance due is $#TRIP_RATES_TOTAL#

Thank you for choosing #COMP_NAME#, my name is INSERT NAME, if you need anything else please don’t hesitate to reach out, someone is available in our office 24-7 and would be happy to help.

• Airport Arrivals: Include prompts for reservationists to confirm flight information, such as flight number and estimated arrival time, ensuring smooth and timely pickups.
• Wedding Services: Create a script for wedding bookings that includes reminders about deposit requirements and other payment terms, making sure clients understand these details upfront.
• Special Requirements: Set up specific scripts to gather required information for specialized services, like PO numbers for medical transportation or accessibility needs.

By using tailored ReadBack Scripts, your team has a professional, consistent process for reviewing each reservation, reducing errors, and boosting client satisfaction.

Have any suggestions for us? We’d love to hear from you! Email the Product Team at ProductTeam@LimoAnywhere.com. If you need help setting up any of these features, feel free to reach out to our Support Team at 888-888-0302, Option 2, or email us at Support@LimoAnywhere.com.

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Accessing New Booker Reports

In contrast to other reports, you can find this data under the Accounts tab in Limo Anywhere.

1. In the Navigation Bar, click the Accounts icon.
2. Select the ‘Export Customers’ tab.
3. Select the parameters for the data you would like to Export. Note: make sure to check the ‘Date Created’ box to determine what accounts in your system are new.
4. Select the date range of reservations you are looking to check for new accounts (daily, weekly, monthly, etc.)
5. Once you have selected the appropriate parameters, click the ‘Generate Export File’ button.

1. Download exported data from the next window.

1. Manipulate the data in the spreadsheet to only include the relevant information.
2. Sort the “Date Created” column by Newest to Oldest to see the accounts that were created most recently at the top.
3. Remove any rows that are not relevant to the dates you are looking to review. In the screenshot below, we have removed accounts not created within the past month.

Once you have the spreadsheet, you can use this information to see new companies and retail clients that have been booking trips and plan your follow up for repeat business.

Note: this report will not indicate if trips have been cancelled: just that trips have been booked during the selected duration. We recommend looking up account numbers in your system to confirm a reservation has been completed successfully prior to reaching out.

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In this blog we’ll cover how to enable ReadBack Scripts, how to set up the specific scripts you wish to use, and how frequently they appear to your reservationists.

Enable ReadBack Scripts

1. Click the ‘My Office’ icon in the Navigation Bar
2. Select the ‘Company Settings’ tab.
3. Click the ‘Company Preferences’ button, then select the ‘Reservations’ button.
4. There will be two settings related to ReadBack Scripts: ‘Produce ReadBack script on first save’ and ‘Produce ReadBack script on all saves”.
   1. Select ‘Yes’ from the dropdown on the option most appropriate for your company.
5. Click the ‘Update My Company Preferences’ button at the bottom of the screen to save changes.

Creating ReadBack Script Templates

ReadBack Scripts are dynamic and can populate with unique reservation data by using the available Trip Tags in the system.

1. Click the ‘My Office’ icon in the Navigation Bar
2. Select the ‘Company Settings’ tab.
3. Click the ‘ReadBack Script Templates’ button
4. Enter a name in the ‘Template Name’ field
5. Select the Service Type associated with this ReadBack Script template. You can Select All or choose specific service types (ex. you might have a different ReadBack Script for Airport Arrivals explaining grace periods, meet and greet instructions, fees, etc.)
6. Enter the text for your ReadBack Script and insert the relevant Trip Tags for dynamic content.

Use Cases for ReadBack Scripts

• Remind your customer service representatives to collect flight information on Airport Arrivals/Pick-Ups.
• Communicate the specific vehicles associated with a Service Type (ex. Please make sure to only assign 40-pax, 44-pax, or 55-pax shuttle/bus on Charter trips).
• To serve as a general checklist for your reservationists on certain trip types (ex. remember to collect the PO numbers from bookers who call in for Medical Transportation).

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There are three priority levels available: Normal, VIP, and VVIP. How these are defined internally is at the discretion of your company, but you might consider using VIP for someone who has a preference towards a specific chauffeur or vehicle in your fleet and VVIP to determine someone who has special requests when they travel (ex. you might offer bottled water as a standard offer, but you might have a client who travels early morning who would like to be met with their favorite coffee order).

Setting Account Priority

When you are setting up a new account, you can select the Priority Level at the time of account creation. You can also edit an existing account by searching for the account (by name, company, account number, etc.), clicking the ‘Edit’ button, selecting the appropriate Priority from the dropdown menu, and then clicking ‘Save’ when you are done.

Any notes related to the account’s priority level can be added to the Preferences/Trip Notes field (this is a separate notes field from the Trip Notes available at the Reservations level)

Priority Status on the Dispatch Grid.

1. Within the Dispatch Grid, click ‘Grid Setup’

1. Under the Grid Setup tab, make sure that box for ‘Passenger Priority Level & Notes’ is ticked

1. To highlight VIP/VVIP Passenger Status, navigate to the My Prefs tab, scroll to the appropriate selecting, select ‘Yes’ from the dropdown menu and then select your desired highlight color.

1. Click ‘Update Dispatch Grid Fields’ to save changes.
2. In your Dispatch Grid, you will now see your VIP and VVIP clients highlighted in the color you chose. If there are any notes on the account, you will also see a notepad icon that can be hovered. Vip

Exporting a list of your VIP and VVIP Clients

1. Click Accounts > Export Customers
2. If you are looking to run a complete list of clients, make sure that the box for ‘Include All Dates’ is ticked, otherwise choose the date range for Reservations you are looking for (ex. maybe you only want to run a list of account who have booked sometime within the last year).
3. Check ‘Include All Fields’ or choose the individual fields you would like included on the report (ex. First Name, Last Name, Email Addresses, Account Priority).
4. (Optional) check the ‘Date Created’ option, this will allow you to easily identify when an account was created so that you can identify new accounts vs. older accounts.
5. Under the ‘Accounts that are:’ option, choose the appropriate radio button (Active, Inactive, Both).
6. Click ‘Generate Export File’

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View Linked Reservations

1. Open a Reservation
2. In the top right of the reservation, click ‘Link’
   Note: ‘Link’ will be in red if there are reservations already linked. ‘Link’ will be in black if there aren’t any linked reservations.

3. The ‘Linked Reservations’ screen will pop-up and show you a list of reservations that are linked to this reservation.

Remove the Link Between Reservations

1. Open a Reservation
2. In the top right of the reservation, click ‘Link’
3. Select the check box next to the reservation(s) you want to remove the link between
4. Click ‘Remove Link Between Selected’ to remove the link between the reservation(s)

Link Reservations

1. Open a Reservation
2. In the top right of the reservation, click ‘Link’
3. Click on the ‘Link Reservations’ tab
4. You will see a list of the unsettled reservations in your system
5. Select the check box for the reservation(s) you want to link.
6. Click ‘Link Selected’

Replicate Changes on Linked Reservations

You can replicate the changes made on reservation across all or select linked reservations. This allows you to batch update multiple reservations easily.

The data from a reservation you can update to other linked reservations is:

• Bill To
• Booked By
• Passenger
• PU Date
• PU Time and All Other Times
• Routing Information
• Number of Passengers
• Number of Luggage
• Trip Notes and Notes Settings
• Customer Rate Information
• Service Type
• Vehicle Type
• Affiliate Assigned
• Affiliate Rate
• Driver
• Car Assigned
• Group Name
• Occasion
• Primary and Secondary Agent Info
• Child Seat Options
• Referral Source
• Payment Method, Type, and related Credit Card
• Rental Agreement

NOTE: Once the data is copied, you will not be able to undo the changes.

To replicate changes on reservations:

1. Open a Reservation
2. Make sure you make the changes on the reservation that you want to update on the other reservations
3. In the top right of the reservation, click ‘Link’
4. Click on the ‘Replicate Changes’ tab
5. Under ‘Replicate information to:’ select ‘All Linked Reservations’ to replicate to all or ‘Only Selected Linked Reservations’ to replicate to only select reservations
6. Under ‘Select Data to Replicate’, check the box right of each data point you want to replicate to the other linked reservation(s)
7. Click the ‘Replicate Information’ button to make the updates to the other reservations.

Search Reservations on the ‘Linked Reservations’ Screen

1. Open a Reservation
2. In the top right of the reservation, click ‘Link’
3. Select the tab you want to search on based on what action you are trying to take for this reservation
4. You can search for specific information and/or a date range
   1. If you’re searching for specific information, enter your details in the ‘Search For’ field and select which field on a reservation that you are searching for in the ‘Search In’ drop down
   2. If you’re searching for reservations in specific date range, select the ‘Date From’ to ‘Date to’
5. Once you’ve entered in the information and/or date range you want to search for, click ‘Go’

Note: Only Unsettled Reservations will appear in the ‘Linked Reservations’ screen.

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First, we have heard from you that expanded support coverage and tools are essential areas we can and should further invest in to provide best-in-class support.

Based on this feedback, we are pleased to announce that we have officially expanded our support hours to include 7a-7p US Central Time on weekends, in addition to the 7a-7p weekday coverage and after-hour callbacks we already have in place. Additionally, at the push of a button, you can now choose to leave a voicemail or schedule a callback in the event you do not wish to wait for a representative during times of high call volume.

Later this month, we will roll out a new customer feedback platform to aggregate market needs and provide greater transparency into our current and future roadmap priorities.

Further, the performance of the Limo Anywhere system and its solutions has and will remain our top priority. We have been making significant investments to augment our infrastructure to keep pace with the ever-increasing demand.

We, and more importantly you, have undoubtedly observed an increased level of performance and responsiveness within Limo Anywhere as of late, which is a testament to the time and investment made over the past several months.

We have also rolled out a new billing system that comes with many added benefits, including the opportunity for Limo Anywhere customers to pay via ACH debits for their software subscriptions, as well as a new online form to update your card and account information in our system. With this transition of billing systems, state taxes (if applicable) will also be included on your monthly invoices moving forward.

In addition to these significant investments in infrastructure and support, we have also recently released several top customer needs, including but not limited to:

• A new native mobile version of Limo Anywhere (iOS – Android)
• A state-of-the-art new passenger app
• New payment capabilities through Stripe and Square
• The ability to re-farm trips received by demand partners
• Bi-directional integration with GNet
• Expanded automation and integration tools through Zapier

…and many more you have hopefully read about in our weekly release notes.

Furthermore, we are focused on delivering new products based on your feedback;

• We will be expanding our reporting and analytics module to provide you with a dashboard to quickly view your business performance and new report types.
• We are upgrading our user interface in multiple areas of the software to provide a modern and improved look and feel.
• We are designing a new, industry leading customer facing booking engine (ORES 5) that incorporates many new features frequently asked for by our customers.
• We are deepening our integration with our partner AddOns to provide a more seamless customer experience.

As always, we sincerely appreciate your business and will continue to invest to ensure we provide the best value in the industry.

Thank you,

The Limo Anywhere Team

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The new billing portal is an opt-in feature. If you would like to take advantage of this new option, please follow these steps:

1. Request access

Users don’t automatically have access to the portal. To get it, email billing@limoanywhere.com and include your company name and company ID.

2. Set up your account

You will receive an email from our billing department within a few days. The email will contain your login information and a link to the account setup. Be sure to complete the setup quickly because the link expires in 24 hours.

3. Log in to the portal

Once you have completed the account setup, use the following link for any billing tasks:

https://system.netsuite.com/app/login/secure/privatelogin.nl?c=3779513

The billing portal is not accessible from within the Limo Anywhere system, so be sure to bookmark the link for convenient access.

4. Password security

As with any account that stores financial or sensitive information, choose a unique, difficult-to-guess password. Please keep your password in a secure place because Limo Anywhere Support cannot provide it to you or reset it.

If you do forget it, you can use the “Forgot Password” link on the login page. If you are not able to successfully reset your password, please email billing@limoanywhere.com from the email address you are using for the billing portal with your company name and company id. Your account will be reset, and you will need to complete the setup again.

Limo Anywhere chose to offer a convenient billing portal that is there when you need it because we are committed to making it easier and more profitable to run your business. Let us know what you think!

The post Help Yourself: Limo Anywhere’s Self-Service Billing Portal appeared first on Limo Anywhere.

Cost

We keep LA affordable and financially effective because we want to serve the smaller and newer operators as well as the big, established companies. We don’t want price to be an obstacle. Customer Dave Uziel points to LA’s value: “It is a platform that can be accessed around the world at 1/4 of the cost of other software programs. We get a lot of good tools that make our business shine.”

Capability

Affordability does not mean cutting corners—we are constantly improving and expanding what Limo Anywhere can do. We know our customers rely on us, and we work hard to make sure LA supports every facet of their business. Reggie from R&H Trans has been a client for ten years, and he says, “Together we are able to provide world-class ground transportation to thousands. Your company has developed a reputation of the highest standards in the industry.”

Request a demo!

Convenience

We strive to make using LA’s products a seamless experience for everyone from dispatchers to chauffeurs to managers to customers. We continue to come out with new products and new capabilities. It’s our goal to make running your business easier and more profitable.

Ali B. Zanjani of Royalty Limousine Inc. is a newer client: \”I\’m so happy that I signed up with Limo Anywhere. You guys make my life so much easier! I\’m able to book rides while I\’m out on a run and easily send them a confirmation. This has been the best thing for me and my company.\”

Dispatch Software
Booking Software
Passenger Apps
Driver App
Bus Anywhere
Website CMS

Customer Service

Our clients are our top priority, so it’s our intention to provide best-in-class customer service. That’s why we make ourselves transparent and accessible. In turn, our clients are then able to provide superior care to their own customers. Sylvester Henry of Elated Transportation reported, \”I love the service – it’s the best I\’ve ever seen, and I will be keeping it for a long time. Great job all!” https://instalikesfast.com/buy-likes-on-instagram/

We regularly publish updates and other resourses here: Support Page
Our clients are invited to join our Facebook group here: Limo Anywhere Software Users
Limo Anywhere also offers 24/7 support via phone and email.

See for yourself why we\’re the most trusted software provider in the industry. Call us today at 888-888-0302 for more information or to sign up.

For more testimonials, click here or watch the videos here!

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This year, we are giving away a special offer to our 5000th customer. The winning 5000th customer will receive an incredible prize—a free Limo Anywhere software package for five years!

But, wait! That’s not all…

To top it off, we are also offering the unprecedented prize package to the existing customer who refers the winning 5000th customer. If you don’t know what friv games are you have to check them out, because they can became a very helpful tools for you in terms of dealing with kids when you are busy. Yes—this means that two lucky Limo Anywhere customers each have the opportunity to win a free Limo Anywhere software package for five years!

Don’t waste any more time! Schedule your first booking with Limo Anywhere today to see if you are our 5000th customer and grand prize winner!

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