Adding a Courier Client

As a courier, you can invite your Clients to connect with your Onfleet organization so they can enter and send orders to your Onfleet organization. In this article, you will learn how to add a Courier client to your organization. 

This article will cover:

Adding a Client

To add a client to your Courier organization, you can log into your account and select "Settings", then go to "Connections", then click the "+" icon.

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This will open the "Add a connection" window where you can enter a new email, and select "Client" as the connection type. If you don’t see “Client” as an option for connection type, please contact support to let them know you are a courier.

Your client will then receive an email invitation to create a client organization which will be connected to your organization.

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Once your client has created their client organization via the email invitation, they will be able to log into the Client Portal. Your client can now create and view order details:

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The client's dashboard will have a table view of the tasks, the ability to create custom notifications, and customize the tracking page for their tasks.

Note: Each order a Client creates will result in a linked pickup and dropoff task in your Onfleet organization in an “Unassigned” state. Learn more about linked tasks here.

 

Order View

When a client creates an order, you will be able to view it on your dashboard.  In the table view, you can select the columns icon on the upper right corner and select "Onfleet Order ID" to view the order ID.

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