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Editing, Confirming, and Cancelling Reservations in the Driver Portal

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Module: Fahrerportal (Driver Portal) / WebRes → Dashboard

Audience: Drivers and fleet managers

Prerequisite: WebRes license; advanced actions only for drivers with the WebRes manager flag

Overview

The Dashboard of the driver portal (/applications/webres/dashboard) is the central place for all existing bookings. The view refreshes automatically every minute. Which tabs you see depends on your role:

  • All drivers: the Eigene Reservierungen (My reservations) tab and – if ride-sharing is enabled – Eigene Mitfahrgelegenheiten (My ride-shares)
  • WebRes managers: additionally Offene Reservierungen (Open reservations) and Alle Reservierungen (All reservations)

Each row shows start, end, subject, destination, distance, license plate, model, body type, seats, "Reserviert von" (reserved by), "Bearbeitet von" (edited by), and the status as a colored marker (offen / open, bestätigt / confirmed, abgelehnt/storniert / rejected/cancelled). How far back past reservations are displayed is controlled by the client in the WebRes settings.

Actions for drivers

Via the Aktionen (Actions) menu of one of your own reservations, the following are available:

  • Stornieren (Cancel) – only for appointments in the future that have not already been cancelled or rejected. Depending on the configuration, passengers are informed of the cancellation by e-mail.
  • Als ICAL herunterladen (Download as ICAL) – downloads the appointment as an .ics file for Outlook and the like.

Actions for WebRes managers

In the Offene Reservierungen (Open reservations) tab, managers process incoming requests:

  • Bestätigen (Confirm) – only possible if a vehicle has already been assigned to the reservation
  • Ablehnen (Reject) – rejects the request; the driver is notified (if response mail dispatch is enabled)
  • Bearbeiten (Edit) – opens the Termin bearbeiten (Edit appointment) page
  • FDA – opens the associated Fahrdienstauftrag (chauffeur-service order) (if present, Article 100)

In the Alle Reservierungen (All reservations) tab, managers can additionally cancel appointments and export them as ICAL.

The "Termin bearbeiten" (Edit appointment) page

The Bearbeiten (Edit) menu item leads to /applications/webres/editReservation/…. This page is reserved for WebRes managers; other drivers are automatically redirected to the dashboard. Here you can:

  1. change the Fahrer (driver) of the reservation – the vehicle list is recalculated immediately,
  2. under "Neues Fahrzeug zuweisen" (Assign new vehicle), select an available vehicle (the same availability filters as for a new booking),
  3. apply the assignment with Speichern (Save).

If no alternative vehicle is available, a note appears advising you to check driver pools, vehicle status, seats, scheduling overlaps, and the WebRes leasing filter; an already-assigned vehicle is retained in that case.

Frequently asked questions

Why is the "Bestätigen" (Confirm) action missing for an open reservation? No vehicle has been assigned to the reservation yet. First assign a vehicle via Bearbeiten (Edit).

Why can't I cancel a past trip? Cancelling is only intended for future appointments. You document past trips in the Fahrtenbuch (trip log) (Article 101).

Who sees my booking in the back office? Users with the webres.view permission in the booking portal (Article 99).

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AH
Written by Alexander Hagemann
Updated:
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