Want to know the difference between an individual client account and a corporate account? Here we’ve laid out for you the basic differences and explain what extra features are included in the corporate client accounts.
When creating/editing a Corporate Client account, you’ll see a few extra fields and settings that don’t exist within an individual account.
First, you’ll see that there will be a main business name field. Use this field to input the business name of this client (usually this is a company name, but can be filled in with the client’s name if not associated officially with a company). You can also input an account number if wanted. This is optional. There is also a business number field in addition to the contact person’s phone number field.
You’ll note that the first/last name fields now are labeled “contact” first/last name. This will be your main contact person for this account and the contact will be the person who receives the emails regarding corporate trips for this account and its passengers, and will also have the main log in for this account.
Please note the “management permissions” feature. Turning this on allows your main contact account to create and manage passenger accounts from their portal/app, as well as create trips for these passengers. This is where the extra features of the corporate client accounts really comes into play, so you’ll most likely want this box checked.
Also note, there is a passenger tab within this account that will allow you to add passengers to this corporate account from the backend and also view any passengers associated with this business account.
Extra features of the Corporate Client accounts include:
-Allowing management permissions to the contact person to create/manage passenger accounts on their behalf
-Allowing two possible payment options for trips associated with this business account (main card on file for business and passenger card on file).
-Invoicing all trips for this business client together, for all passengers within their account.
To see how these features are implemented within the client portal and customer app, see Corporate Client Portal Layout.