Paper-based system
Prior
Form prep
- Clients fill out forms.
- Some are completely filled out - 99% done online, but some of these are via iPads loaned out from the counter during check-in, if clients haven't checked in ahead of time.
- 1% manually in person (should have been completed by 5pm the day before.)
- Completed forms are delivered to
movingoffice@candmstables.com. - Forms are printed.
- Are they printed as they come in, or printed as needed for each ride group?
Payment & Initial Ride Group Organization
- Clients check in at front desk.
- Front desk checks for paperwork.
- If no paperwork, they're loaned an iPad.
- If paperwork exists and is prepaid, is it marked down that they've arrived? Maybe the printed copy is moved to a
paperlessnewprocess,stack?I- Prepaid
needaccounts have their payment information stored on an air gapped machine for security purposes.
- Prepaid
- If paperwork exists and they've not paid, payment is collected.
- Information is added to
understandthe paperwork:- Payment info (how they paid)
- Rider ability
- Ride length
- Front desk checks for paperwork.
Up in the paper-basedright system.hand corner as each customer comes through.
Payment info, "hour and a half beach ride"
Could be 12 on the ride
Result is a clipboard with all riders with payment info filled out, rider ability, ride length, expertise level, etc
Writes into the Horse Daily Work List
Date
guide's name
number of riders
what the ride is, beach, time, etc
dollar amount for the total group
On left of upper sheet b/t/ma
Corral Fills out the horses as they're assigned. Finishes with clipboard, brings it back to Jeff / counter
Counter scans it back in. Jeff or Bill at the counter. not going to scan until they have returned. He fills in check in times. on top right "check in's" different rides have different check ins. some have more check ins than others
3 and 6 rides a day
10:30 sign in