U Book-It Groups

** Available to bookers with Admin user roles **

 

Adding and managing Vehicle Groups

Organise your fleet in Vehicle Groups to cater for local areas (e.g. Auckland, Wellington, Tauranga) or vehicle types (e.g. vans, utes, trucks), or similar. Bookers’ access to vehicles is controlled by Vehicle Groups, Bookers can only view and book vehicles that are included in the Vehicle Groups they have access to.

If you choose not to add any Vehicle Groups, all Bookers will have access to all vehicles.

 

To add a Vehicle Group:

  1. In U Book-It, go to Admin / Groups.
  2. Enter a name for the Vehicle Group in Group Details, e.g. Auckland.
  3. Confirm by clicking Add.
    The added Vehicle Group will show in the list.

NOTE: Once you have established your Vehicle Groups, remember to go to

  • Admin / Vehicles and assign your vehicles to the Groups and
  • Admin / Bookers and assign your Bookers to Groups.

 

To re-name a Vehicle Group:

  1. In U Book-It, go to Admin / Groups.
  2. Select a Vehicles Group by clicking Select.
    The Vehicle Group name will show in Name in Group Details.
  3. Edit Name.
  4. Confirm by clicking Update.
    The updated Vehicle Group will show in the list.

 

To delete a Vehicle Group:

  1. In U Book-It, go to Admin / Groups.
  2. Select a Vehicle Group by clicking Select.
    The Vehicle Group name will show in Name in Group Details.
  3. Click Delete.
    The Vehicle Group will be removed from the list.