This guide walks you through the complete setup of your Ride Sync account, including adding your vehicle types, creating custom service types, adding your drivers and team members, adding the Request-A-Quote Plugin to your website, and connecting your Stripe Account to begin accepting payments from your customers. Completing these steps ensures your account is fully configured and ready for daily operations.
1. Open Settings Menu
Click Settings to access your account configuration options.
2. Access Vehicles Section
Click the Vehicles tab within Settings to manage your vehicle types and details.
3. Add New Vehicle Type
Click the Add Vehicle Type button to create a new vehicle type.
4. Edit Vehicle Details Section
Edit the Vehicle Details to configure vehicle specifications. The vehicle pricing tier allows you to offer custom pricing for your service types depending on which vehicle the customer selects.
5. Adjust Vehicle Pricing
Adjust the pricing settings for your vehicle type. Ride Sync integrates with Google Maps to provide accurate trip duration and distance estimates so that you can price your quotes accurately the first time.
6. Save Vehicle Type Changes
Click the Save Changes button to confirm and store the vehicle type configuration.
7. Access Service Types Section
Click the Service Types tab to adjust the service types that your company offers.
8. Add New Service Type
Click the New Service Type button to create a new custom service type. You can also edit the default Ride Sync Service Types and deactivate ones that you do not want to offer.
9. Edit Service Type Details
Start by editing the Service Type Details section to add a new custom service type.
10. Adjust Vehicle Pricing Options
Edit the pricing settings for your service type. The Custom Base Pricing allows you to offer different pricing based on the vehicle that your customer selects.
11. Save All Changes
Click the Save Changes button to confirm and apply all recent configurations.
12. Add Driver or Member Account
Click the Add Driver or Member Account button to create a new team member profile. This will allow you to begin assigning drivers to your reservation to be able to accurately schedule your reservations and also track their location using the Dispatch Feature.
You can also create additional team member accounts for office employees or admins to have access to your Ride Sync Account to manage your rides. You can adjust what the Drivers are able to see and do in Ride Sync by visiting the General Settings Tab.
13. Enter New Driver or Admin Details
Click the existing member name to edit or update their account details.
14. Send Sign Up Email
Click the Send Sign Up Email button to invite the team member to join. They will receive an automated email with a link to create their account and login
15. Add the Request-A-Quote Plugin
Click the Quote Request Plugin Tab to configure and add the Request-A-Quote Plugin to your website. This will allow customers to get automatically request an accurate quote and add their request to your Quote Dashboard where you will be able to easily accept and confirm the quote.
Once the quote has been sent out, the customer will have the option to pay online to confirm it. You can also manually confirm the quote and have the customer pay later depending on your preference.
16. Copy Plugin URL or Code
There are two options to share the Request-A-Quote Plugin to your customers. The first option is to copy your unique URL and share it via social media or as a button on your website. The second option is to copy the embed code and paste it into a code block onto your website. This will add the quote request form to your company's website so that the customer never has to leave your site.
17. Link your Stripe Account to accept payments from customers
To start accepting payments from your customers, click the Integrations tab .
18. Start the One Click Integration
Next, click the Connect Stripe Account button.
19. Select your Stripe Account or Create a New Account
You will be redirected to Stripe where you can either link an existing Stripe Account or easily create a new Stripe Account.
Stripe is the industry leader in payment processing and offers some of the lowest transaction rates in the industry. It is easy to create a new account and you can begin accepting payments instantly
That’s it — your Ride Sync account is now set up and ready to go. With your vehicles, service types, team members, Request-A-Quote tools, and payment processing configured, you’re ready to begin managing reservations and daily operations in Ride Sync.
Ride Sync includes a 14-day free trial, giving you time to fully explore the platform and ensure it fits your workflow.
If you need any assistance along the way, our team is here to help. Simply click the blue chat button in the bottom corner of your screen to message us directly.
For additional guidance, step-by-step tutorials, and best practices, visit help.myridesync.com to explore more help articles and resources.