Booking/trip files flagged for a complaint or review. While under investigation, the assigned advisor loses access to that one file only - everything else in their caseload is unaffected. Once fully resolved, archive it with a closing note; archived files move into the CEO/accountant-only archive and can be reopened at any time.

Everything here is self-declared by the applicant. Coastal Rides must verify the BC licence class, commercial driving record, Police Record Check with Vulnerable Sector Check, vehicle inspection and insurance before anyone drives. Public form: /drive-with-us

The traveler pays Coastal Rides directly. No card details are collected here. Record the final fare and your referral commission when a ride is completed. Public form: /request-a-ride

One line per completed ride. Rates are applied to the Net Fare (trip fare minus the actual booking fee) and saved with the ride, so a later change of terms never rewrites history. Rides marked Completed in Ride Requests with a fare appear here automatically. Every line is posted to Accounting as Other Income (category Coastal Rides referral commission, net of any adjustment, dated on the ride), so it flows into the Accounting Ledger, the Profit and Loss, corporate tax and the monthly comparison. Test lines are never posted.

Load the report your supplier sends (Expedia: Transaction Report, download as CSV). Each line is matched to a logged sale by its itinerary number, and the commission the supplier says it will pay is saved on that sale. It is only an estimate until the real money arrives. The advisor and the client never see it.

How it works: 1. You invite a person by e-mail. 2. They fill in the form on their personal link (it works for 7 days). 3. You read the form and set an interview. 4. You approve or decline. On approval the account is created and the person gets a link to choose their own password.

1 Sale Logged · 2 Documents Submitted · 3 Accountant Reviewed · 4 Commission Calculated · 5 Commission Split · 6 Commission Paid

Search every booking by traveler name, advisor name, Reservation ID (confirmation #), ETA Travel ID, trip name/destination, or an exact date.

Every financial/admin action: booking edits, deletes, confirmations, overrides, invoice approvals, document deletes, expenses, commission payouts: tied to the client and advisor it belongs to.

Every payout request the accountant has made, from first request through final confirmation. To approve, reject, or give final confirmation on one, use the Payouts section of the Accounting Dashboard.