Managing Documents
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      3. Managing Documents

      Managing Booking & Customer Documents

      Management of documents required from your customers on an ad-hoc and/or ongoing basis

      Viewing & Managing Documents

      You can access documents from right across the application. Here are just a few:

      • The new 'Document' tab in the main menu
      • The Customer profile slideout
      • The Regular Application slideout
      • The Booking slideout
      • The Pending Bookings area
      • The Customer directory
      • The Regular Customer directory

      ...and anywhere else we can think of.

      Viewing Documents happens in an independent modal, which makes it easy to add more places to access documents over time. 

      Actioning a Document

      Once a customer has submitted a document it transitions into the state 'Review Needed'. We notify you via the main menu with a little badge indicating that a document needs action.

      Opening a document for review allows you to view the associated data, and what the customer submitted according to the document fulfilment options. You can then Approve or Decline the submission. 

      If you find that a customer hasn't quite submitted all of the information (e.g. 1 page out of a multi page document isn't legible), you can still approve the submission, but then create a new request. Doing this will transition the overall document to 'Requested' while still preserving the valid documentation. 

      If at any point you make a mistake, don't stress. You can do the following in each of the states:

      • Approved --> Declined or Archived
      • Declined --> Approved or Archived
      • Requested --> Cancelled or Approved (via manual fulfilment)
      • Archived --> Declined or Approved

      What can customers access?

      The customer workflow and experience is central to how we created this entire feature. At the top of our priorities is privacy and ensuring that customers can trust the process, especially when sharing sensitive information. That's why we've partnered with Stripe Identity when it comes to sharing Passports, Drivers Licence and Government ID (coming soon). 

      We've kept the customer interface clean and simple, and they can access all of their documents from one location (via the main menu). Customers can do the following:

      • View the status of their documents
      • 'Fulfil' a new request

      Over time and as we gather more feedback, we'll explore more options for the customer.