Calendar & Course Management
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      1. Connect Help Center
      2. Calendar & Course Management

      đź“ž Adding and Managing Your Orders

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

      🎬 Video Tutorial



      Table of Contents

      1. Adding Direct Orders
      2. Changing a Customer’s Training Date
      3. Moving Customers Between Venues
      4. Removing Orders
      5. Adding Bikes to Orders (Pro Tier)



      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.

      đź’ˇ Why Use Connect For Direct Orders?

      • đź”” 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
      đź—“ 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”
      đź“ť 4. Enter Details Fill in rider info & payment status
      âś… 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





      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 when you amend an order as it doesn't update any payment which might need to be managed by our team. 

      Step Action
      đź—“ 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

      âť—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
      đź—“ 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




      5. Adding Bikes to Orders (Pro Tier)

      Pro-Tier Feature: 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
      đź—“ 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