Editing a Rider Profile

To make changes to a rider's profile, select the desired rider on the Riders page. In the upper right, click Edit Rider. 

You can:

• Edit basic rider profile information
• Edit, add, or delete rider contacts
• Edit, add, or delete rider locations
• Edit Rider Services

Edit basic rider profile information

In the Basic information section, make any desired changes to the following, then click Save:

• First and Last name
• Gender
• Date of birth
• Rider email
• Rider phone number
• Photo
• Rider ID 
• Invoice group
• Rider category
  
   

Edit, add, or delete rider contacts

You can add two types of contact to a rider's profile: caregivers and emergency contacts. Caregivers receive text updates on ride progress and can be given permissions to allow them to to cancel or edit rides. They will also be the CareDriver's point of contact if they have trouble finding the rider at pickup. Emergency contacts do not receive updates, but can be an additional point of contact when trying to locate the rider.

To add a new Contact, click Add contact and enter the new contact's information.

To edit a contact, make the desired changes, then click Save.

To delete a contact, click the X for the desired contact. Each rider must have at least one caregiver contact. You will not be able to delete a rider's only caregiver. If you want to replace a rider's caregiver, add the new caregiver first, then delete the old one.
 

Edit, add, or delete rider locations

Assigned locations are addresses associated with a given rider. They can include a designated Primary Destination or Primary Residence, as well as other locations. Adding assigned locations to a rider's profile helps you quickly access relevant locations across RideIQ and manage Must Be Met settings for riders who require more support. 

To add a new assigned location, in the Locations section, click Add location. Begin typing the address, then select the matching address from the dropdown list. Continue to create the new location as described in this article. 

There are two ways to edit an assigned location. 

• To edit location information such as the name, precise pin location, or notes, click the name of the location, then make any desired changes on the main location page. Learn more here.
   
• To edit rider settings that are specific to the location, such as Must Be Met settings, Primary Residence/Destination, or Find and Replace, click the pencil icon.

You can make the following changes:

• Manage whether the location is set as a Primary Destination or Primary Residence. The Primary Destination is automatically added as the drop-off location for this rider, and the Primary Residence is automatically set as the pickup location.
   
• Set or remove a Must Be Met at drop-off requirement. Learn more about Must Be Met requirements in this article. 
   
• Find and replace a previously used location. This feature allows you to schedule upcoming address changes for a rider without manually editing multiple rides. Learn more about using find and replace in this article.

To remove an assigned location from a rider's profile, click the pencil icon, then click Remove from rider. The will be removed from the rider's profile but will still be available as a saved location. The change will not affect any scheduled rides.

Edit Rider Services

In this section, you can edit:

• Rider code word
• Can sit up front
• Needs booster

Rider Services

Use the toggles to enable or disable Rider Services. You can learn more about each Rider Service in this article. 

Rider Requirements

Click to add or remove rider requirements. Rider requirements are displayed to CareDrivers during the ride to ensure they are prepared to support riders. You can also include additional notes if needed.

Learn more about rider requirements and notes here.