Overview
This page explains how to configure basic business parameters on MotionTools. Before configuring your business, we recommend reading the platform intro and getting started with MotionTools.
If you are an admin user on your tenant, then you can see the settings section. Please go there to configure your business.
Details
Prerequisites
A MotionTools tenant has been launched for you or by yourself.
You have admin access to this tenant.
You signed your admin user up on your MotionTools tenant.
MotionTools allows self-serving signup. If you don't have your own tenant yet, please visit www.motiontools.com and sign up.
Define your business details
This is the first section of the settings area. Please set your basic information about your business, such as your name, your legal entity and so on. Additionally, you should upload your logo and colors to make MotionTools shine on your corporate identity.
Invite team
Click on Settings, then click on Members.
Click on Invite new members.
Enter an email address & select the Admin role from the drop-down. To invite more than one member at a time, click Add row.
Hit Invite.
Manage service areas
Define the area where your business operates. Read Manage service areas for more information on how to create, edit and manage service areas.
Set your operations configuration
Define operational rules for each service area, scheduling mode, booking parameters, opening hours, closed days as well as customer and driver related settings. Read Set up your scheduling configuration for more information.
You have the option to use a default operations configuration across all service areas, or define a separate one for each service area, especially for complex variations of operations.
It is planned to soon also allow to set a dedicated operations configuration per service area and service combination.
Configure services
A Service in MotionTools represents the actual Service that is offered and fulfilled by the Operator. Services requested by customers are called Bookings, while Services that are fulfilled by drivers are called Tours. A typical approach for operators to increase efficiency, is to bundle multiple bookings into optimized tours and only then assign those tours to a specific driver or organization.
Configure pricing
Pricing can be defined via the Dashboard when payment method is enabled. Please reach out [email protected] to enable this feature.
Read more about how to configure your pricing here.