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Click on desired document
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Click on video above to see full demonstration

Overview

As an administrator, you can create reference points, which are locations close to a user's destination that appear as search options.

Benefits and useful links

Benefits

Benefits and limitations

Reference points help users search for common locations more quickly and efficiently.
You may load up to 5,000 reference points
Maximum file size is 10mb

Useful links and information

You No longer need to find the Longitude and Latitude. Simply leave those to columns blank on the upload.

Helpful hint:
- Keep a master file for each client saved as a .xls format
  - .csv removes formatting when you re-open

Reference Points Upload File

Task	Process / Helpful Hint
Download Template	Click on Services tab Click on Private Rates Click on Sample Reference Point Template File contains three tabs to guide you Tab 1 - Template instructions Tab 2 - Data field instructions Tab 3 - Upload file
Create Reference Point Upload	Headers are case sensitive Display Name: Enter city, state two letter code within the Display Name column Example: Chicago, IL Headquarters Street 1: Required Street 2 (optional): Optional City: Required State or Providence: Two letter abbreviation for US States Postal Code: Required Country Code: Required - Two letter Code Latitude: Leave Blank Longitude: Leave Blank Example: Save File File Type: .csv(comma delimited) File Name: reference_points
Upload file	Click on Services tab Click on Private Rates Click on Add A New Reference Point Set Set Name: Give name to set Recommendation: Ref Points and the date Click on Choose File and location file to be uploaded Click on Upload File and Save File will process and display a success or error response Deem validates reference points to ensure that the data is complete and usable by the system before accepting them Reference points are stored with longitude and latitude coordinates in addition to address Example:
Update Service Rules	Note: Reference will not be viewable online until added to service rules Click on Rules tab Click on Service Rules Click on Edit for each group Scroll down to section labeled Reference Points Click on drop-down menu to the right of Reference Points Set Select most recent file If you have car services enabled Scroll down to Enabled Car Services with these options Click on drop-down menu to the right of Reference Points sets Select most recent file Click on Save Click on Save Priority Changes Click on changes in the upper right hand corner Click on Commit YAY!! Upload complete
Test	Test to make sure reference points display properly

Customer Experience

Customer Experience

Additional Notes

In order to have different reference points for different groups of users, you upload a reference point file into a set that can be assigned to one or more groups. For example, if you have separate reference point files for Europe and Domestic (US), you can assign the Europe reference points (along with the Domestic reference points) to VIPs, but assign only the Domestic reference points to everyone.

Reference Points

Benefits and useful links

Reference Points Upload File

Download Template

Create Reference Point Upload

Upload file

Update Service Rules

Test

Customer Experience

Additional Notes

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