The Merge Customer functionality is designed to address and reduce duplicate customer records. This feature was released in Q4 2024, please contact support@betterez.com in case the button is greyed out or you don't have access to it (role /customers/merge)

Navigate to admin>customers

To find your customers' information, navigate to Intelligence -> Customers.

You also have the option of creating new customers prior to them even purchasing any service from you.

With Betterez, you can actively monitor transaction events (created and updated) of your different schedules, and send scheduled notifications to your customers using the Customer Notifications feature.

You need to enable customers accounts in the backoffice.

To enable your customers to have the option of making changes to their reservation using the Betterez Self Service Portal, you can select the "Enable self service change" option under the Customer account settings.

• CustomerId: The customerId can be pulled from the Customers report, or via APIs.

You can also check Only allow to sign in with single sign on, if this is enable your customers won't be able to sign in with the native Betterez customer accounts and they will have to use the single sign on provider only.

For Enable self serve change please check the following article: Customers

Gift certificates are multi-use promotional tools, where operators can assign a discounted value from various base fares. Once enabled your organization will be able to sell gift certificates to your customers through the backoffice app as well as through your websales app.

You can also search for Customers and Passengers by their first name, last name, or Email.

When service disrutpions are insignificant, they may still be noteworthy and it may be necessary, but not obligatory, to notify customers. In other cases, the disruption may be so significant that service in a particular location may cease (for a period of time) altogether.

Betterez web sales platform is setup with a shopping cart tool, that allows customers to efficiently purchase multiple trips.

The Custom message for no found trips can be used by operators who want to show a message when customers try to book a ticket that is not available.

There can often be disruptions to services or specific operational updates that require notifications to customers. The manifest email notification is available to provide live email messages to customers (NOT passengers) who have purchased tickets in a given manifest.

Points accumulation for customers: Checking this would allow to accumulate points even if the customer is not travelling. Example when buying a ticket for someone else that is not enrolled in the loyaly program.

Gift certificates are multi-use promotional tools, where operators can assign a discounted value from various base fares. Once enabled your organization will be able to sell gift certificates to your customers through the backoffice app and your customers will be able to redeem gift certificates with both the Betterez Backoffice app and through Betterez Websales app.

If selected, customers will need to login into websales before being able to use it.

Leverage the Betterez platform to provide customers with booking shortcuts for specific schedules on any given day.

• Date Format Use the dropdown menu to select from mm/dd/yyyy or dd/mm/yyyy format. This is how your customers will view dates.

You can also select what access to the data does the agency has. By default, agencies can only access customers, transactions and tickets created by themselves.

Probably the most commonly used product in the Betterez platform, the Reservation product allows customers to make reservations for a known origin and destination on a specified date in time. From there, the reservation product can get very specific using additional features such fare types, fare classes, brands, inventory, seatmaps, amenity groups and a host of other features.

The use of fare classes are a feature only available for accounts with products that are using the Journey Pricing pricing schema. Customers using this pricing type must declare at least on fare class in order to show results in the trip search. Accounts with products using the Point to Point pricing type can not use fare classes.

Your customers are now able to see in real-time where is the bus for any active trip. If you already have activated the premium feature for bus tracking, then you are all set up in websales.

The payments report can be specially useful when troubleshooting failed online payments. You can see the failed or pending payments by including "All" in the Payment Status and Transaction Status filters. By also activating all the fields with the gear icon, you will be able to see the AVS code, the CVD code, and the CC response code. In this way, you can tell your customers the reason why their payment might have been rejected. This can also be useful to determine if the AVS whitelist configured for your account is correct or it should be changed to be less/more strict.

Loans is a payment feature that will allow you to provide "pay on delivery" or "collect" services to your customers. This is also often used for a pre-reservation flow for ticket sales.

Note: The default value will not appear in the reports, so we advise to use this as a hint for agents/customers.