---
title: 📞 Adding and Managing Your Orders
description: Quickly manage phone-in and walk-in trainings, bike assignments, date changes, venue moves, and cancellations.
---

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1. [Connect Help Center](https://info.rideto.com/knowledge?hsLang=en)
2. [Calendar & Course Management](https://info.rideto.com/knowledge/calendar-course-management?hsLang=en)

# 📞 Adding and Managing Your Orders

## Quickly manage phone-in and walk-in trainings, bike assignments, date changes, venue moves, and cancellations.

🎬 **Video Tutorial**

<iframe width="256" height="144.64" src="https://www.youtube.com/embed/o7-7kVfM_-0?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen title="3. Connect Orders: Managing Orders and Bookings" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

---

**Table of Contents**

[1. Adding Direct Orders](https://info.rideto.com/knowledge/adding-and-managing-your-orders#addingdirectorder)  
[2. Changing a Customer’s Training Date](https://info.rideto.com/knowledge/adding-and-managing-your-orders#changing-dateoftraining)  
[3. Moving Customers Between Venues](https://info.rideto.com/knowledge/adding-and-managing-your-orders#movingcustomers)  
[4. Removing Orders](https://info.rideto.com/knowledge/adding-and-managing-your-orders#removingorders)  
[5. Adding Bikes to Orders (Pro Tier)](https://info.rideto.com/knowledge/adding-and-managing-your-orders#adding-bikes-toorders)

---

**1\. Adding Direct Orders**

You can swiftly add walk-in or telephone bookings to your calendar – it may feel like extra work, but it significantly boosts customer satisfaction and markedly reduces your administrative burden over time.

> **💡 Why Use Connect For Direct Orders?**
> 
> - 🔔 **Auto notifications:** Riders get email/SMS confirmations and remainders.
> - ⚙️ **Efficiency:** Keeps your schedule & staff assignments up to date.
> - 🎓 **Certificates (Pro Feature):** You can use CBT certificates and submit them Automatically to DVSA.

| Step | Action |
| --- | --- |
| 🗓 **1. Select Course** | Click the desired course block in your calendar |
| ➕ **2. Add Contact** | Click **“Add Contact”** |
| 👥 **3. Choose Contact** | Select an existing rider or **“Add New Contact”** |
| 📝 **4. Enter Details** | Fill in rider info & payment status |
| ✅ **5.Confirm** | Click **“Add Rider to Course”** |

 

⚠️ RideTo.com and your widget will automatically update with remaining spaces, and the customer will receive email confirmation.

\*Use add contact buttons to add direct orders with few clicks  
  
**![](https://info.rideto.com/hs-fs/hubfs/image-png-Jul-09-2025-04-40-30-9856-PM.png?width=688&height=387&name=image-png-Jul-09-2025-04-40-30-9856-PM.png)

2\. Changing a Customer’s Training Date**

You can change the date of both **Direct** or **Widget** and **RideTo** **orders** on Connect.

Changing a RideTo order will resend the confirmation email and update our systems, however please ensure you email [hello@rideto.com](mailto:hello@ridrto.com) when you amend an order as it doesn't update any payment which might need to be managed by our team. 

| Step | Action |
| --- | --- |
| 🗓 **1. Select Course** | Click the original course block |
| 📦 **2. Select Order** | Click on the specific rider’s booking |
| 📆 **3. Change Date** | Scroll to “Course Date” and pick a new date |
| ⏰ **4. Adjust Time (opt.)** | Modify start time if needed |
| 💾 **5. Save** | Click **“Save”** — confirmation email is resent automatically |

 

---

**3. Moving Customers Between Venues**

You can change training location and date/time for your existing customer.

**Steps**

1. Open the course from **Calendar**, then open the rider’s **contact**.
2. Change **Location** first.
3. Update **Date/Time** if needed.
4. **Save**.

**What happens next**

- The rider receives an **updated confirmation email** (and SMS, if enabled).
- The order reflects the new site/date/time; capacity is released from the original course.

---

#### **4. Removing Orders**

**❗Note: Only Direct and Widget orders can be removed here. For RideTo-created bookings, contact hello@rideto.com.**

Follow following steps to remove booking

| Step | Action |
| --- | --- |
| 🗓 **1. Select Course** | Click the course block in your calendar |
| **📦 2. Select Order** | Click on the booking you wish to delete |
| **🗑 3. Remove** | Click **“Remove from Course”** |
| **✅ 4. Confirm** | Click **“Confirm”** when prompted |

![](https://info.rideto.com/hs-fs/hubfs/image-png-Jul-09-2025-04-38-20-9897-PM.png?width=688&height=105&name=image-png-Jul-09-2025-04-38-20-9897-PM.png)

---

**5. Adding Bikes to Orders (Pro Tier)**

**[Pro-Tier Feature](https://www.connectmct.com/v2/pro):** Track and assign specific bikes to each course and student.  
  
**⚙️ Benefits:**

• Full inventory control  
• Usage logs & maintenance scheduling  
• Incident documentation with notes/images

| Step | Action |
| --- | --- |
| 🗓 **1. Select Course** | Click on the course slot |
| ➕ **2. Add Bike** | Click **“Add Bike”** |
| 🏷 **3. Choose Bike** | Pick from your inventory list |
| ✅ **4. Confirm** | Click **“Add”** to assign the bike |

\*Add Bike Screen on Course Page

![](https://info.rideto.com/hs-fs/hubfs/image-png-Jul-09-2025-04-36-55-2137-PM.png?width=688&height=415&name=image-png-Jul-09-2025-04-36-55-2137-PM.png)

  

 

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