Dec 02, 2019

How-to Establish and Manage Company Aliases

The Company Alias Module allows you to operate under multiple names with a single subscription to Limo Anywhere. It also allows the tracking of reservations by their source, processing payments using different payment gateways, and running reports for each alias. The typical use case is where an operator may service different client types. For example, an operator may service corporate customers under the name ‘ABC Corporate Transportation’ and retail clients under the name ‘XYZ Limousine’. Based on the channel for the account/trip, the client will see the appropriate company information on documents sent to them.

It is highly recommended to utilize a separate Limo Anywhere subscription if the same resources are not being shared between the two companies. For example, an operator may have two locations in the same area where fleet and driver are used for both. In this case, using the company alias and operating out of the same system is acceptable. If an operator has a location that does not share resources, for example, Chicago and Dallas, you would want to get a subscription for each location as they essentially operate as their own entity for management purposes.

Adding a Company Alias

Note: Company Alias is a premium module and needs to be purchased before you can access its functionality.

  1. Click on the ‘My Office‘ icon in the toolbar.
  2. Select the ‘Company Settings‘ tab.
  3. Click the ‘Contact Information‘ button.
  4. Click on the ‘Manage Company Aliases‘ hyper link.
  5. Enter the ‘Company Alias‘. Your customer will not see the alias name.
  6. Enter the ‘Company Name‘, ‘Street Address‘, ‘Street Address 2‘, ‘City/Town‘, ‘State/Province/Territory‘, and ‘Zip/Postal Code‘.
  7. (OPTIONAL STEP) Enter the ‘EIN/Business Number‘.
  8. Enter the ‘Country‘, ‘Primary Phone Number‘, ‘Secondary Phone Number‘, ‘Fax Number‘, ‘General Email Address‘, ‘Trips Email Address‘, ‘Quote Email Address‘, ‘Billing Email Address‘, ‘Company Website URL‘, ‘Default Gateway‘ and ‘Default Currency‘.
  9. Select The ‘Use Online Reservation for this Alias‘ Check Box if you have a website for this company.
  10. Click the ‘Add Alias‘ button.
  11. When ‘Use Online Reservation for this Alias‘ Check Box is selected upon initial Alias creation, a call to technical support is necessary to activate the Online Reservation System for the New Alias.

The highlighted fields below or the logo will be displayed on the forms (confirmations, trip sheets, invoices, etc) that you send out of Limo Anywhere.

Editing an Existing Alias

  1. Click on the ‘My Office‘ icon in the toolbar.
  2. Select the ‘Company Settings‘ tab.
  3. Click the ‘Contact Information‘ button.
  4. Click on the ‘Manage Company Aliases‘ hyper link.
  5. Select the Alias from the Alias list.
  6. Make the needed changes.
  7. Click the ‘Update Alias‘ button.

Deleting an Existing Alias

Note: If an alias is deleted all trips assigned to that alias will revert to the main company.

  1. Click on the ‘My Office‘ icon in the toolbar.
  2. Select the ‘Company Settings‘ tab.
  3. Click the ‘Contact Information‘ button.
  4. Click on the ‘Manage Company Aliases‘ hyper link.
  5. Select the Alias from the Alias list.
  6. Click the ‘Delete Alias‘ button.