UberCENTRAL TRAINING

UberCENTRAL

Partner Onboarding Guide

Welcome to the UberCENTRAL Guide

Overview

Setting up your account

Signing in

Payment method setup

Location Setup

Operator Setup

Using UberCENTRAL

Requesting your first ride

Saving rides for later

Viewing past rides

A walkthrough to help you get up and running

Agenda

What is UberCENTRAL?

Key Features

Uber’s Commitment to Safety

UberCENTRAL benefits you and your customers

The UberCENTRAL experience

Testimonials

Next Steps

Overview

UberCENTRAL is a platform that lets you request Uber rides for your customers.

You can request multiple rides, all from one simple dashboard, to provide a seamless customer service experience.

This guide will walk you through setting up an account and getting started on UberCENTRAL.

If you haven’t signed up yet, visit uber-central.com.

What is UberCENTRAL?An overview

Setting up your account

Signing in

Uber sign-in pageSigning in

In your web browser, go tocentral.uber.com/admin

You will be directed to sign in with the email address and password you used to sign up with UberCENTRAL.

central.uber.com/adminSigning in

You’ve successfully signed in.

You’ll first land on the Getting Started page that explains the steps you need to take to set up your company and start requesting rides.

In the next section, we’ll explain how to set up a payment method.

In case you run into errorsSigning in

If at any point you hit a 403 page, it might mean that you haven’t set up a payment method and location yet.Try going to central.uber.com/admin

If you still are experiencing issues, contact uc-support@uber.com with the details, including the email address of the account you are logging in with and your company name.

Payment method setup

Navigate to the Billing pagePayment method setup

From the Getting Started page, you’ll see two ways to get to the Billing page:

1. The first card in the main section2. The left-hand navigation

Select one of these two proceed to the next step.

2

1

Adding a new credit cardPayment method setup

From here, you’ll need to add a credit card as your payment method for ride billing.

Click the New Credit Card button to continue.

New credit card formPayment method setup

Fill out the form with your credit card information.

Please note that all rides taken on this company account will be charged to this credit card.

Credit card addedPayment method setup

Once you’ve added a credit card, you’ll see it appear on the page. This credit card will be the default payment method to pay for your trips.

You’ll see a notification on the top right that says you’re ready to add your first location. We’ll explain how to do this in the next section.

Location setup

Navigate to the Locations pageLocation setup

Go to the Locations page from the left-hand navigation.

With each location you set up, you’ll be able to invite employee operators to request rides at those locations and separate ride expenses the way you want.

Click the New Location button to add your first location.

Adding a new locationLocation setup

The form will ask you for 4 pieces of information1. Location name - a display name

for the location2. Location address - the physical

address of the location3. Phone number - phone number of

the locationa. Note that this phone number can’t be

associated with an existing Uber account. We suggest using a landline for each location.

4. Email - email where receipts will be senta. Note that this email can’t be associated

with an existing Uber account. We suggest your accounting team’s email address.

Location addedLocation setup

Congrats! Your first location has been added.

You’ll notice that the Request Rides button in the left-hand navigation is now active. At this point, you can start requesting rides at this location.

If you’d like to have employees requesting rides from this location, continue to the next section to learn how to add operators.

Operator setup

Inviting operatorsOperator setup

Operators are employees within your company that you are giving access to request rides. They will only be allowed to request rides at locations you’ve assigned them to.

Looking at your locations list, you’ll notice two icons on the right hand side:1. An avatar with your initials2. Icon to add operators to this

location

Click the icon to continue.

2

Operators modalOperator setup

After clicking the add operators icon, a window will appear with two parts. Let’s start with the first part up top. Here, you can invite operators to join you on Uber Central by email

Note that the operators you invite must already have Uber accounts. Ask your operators to provide you with the email tied to their Uber account.

Once the email is entered, click the Invite button.

Operators listedOperator setup

Once you’ve invited the operator, you’ll notice that they’ll be added to the list below -- This is a list of ALL operators that you’ve invited to use Uber Central.

Notice the checkmark to the right, this is an indication that they will be added to the location after you click the Assign button.

When you’ve invited and selected the operators you want to add to this location, click the Assign button.

Operators assigned to locationOperator setup

Congrats! Your operators have been added to that location. You’ll see a list of avatars on the right that indicates they’ve been added.

You should email your operators to let them know they can now go to central.uber.com and sign in to start requesting rides at their assigned locations.

In the next next section, we’ll go over how to request your first ride.

Using UberCENTRAL

Using UberCENTRAL

Requesting your first ride

Select your locationRequesting your first ride

Upon clicking the Request Rides button on the admin page or going to central.uber.com after you’ve set up a location, you’ll land on the Uber Central dashboard and see a list of locations you can select from.

The trip information for the rides that you request will be stored under the location you select.

Note that your operators will only be able to see the locations they’ve been assigned to.

New Ride buttonRequesting your first ride

Once you’ve selected a location, you’ll be directed to the Active page of that location. Here, you’ll see any active trips happening now or a message that prompts you to create a new ride.

Click the New Ride button on the top right corner to create your first ride.

New Ride formRequesting your first ride

When creating a new ride, you’ll be presented with a form that asks for rider and trip details.

1. Rider infoa. Full name

b. Phone number - the driver will contact

the rider at this phone number (it will be

anonymized). Additionally, we’ll send

updates of the ride via SMS, including a link to follow the ride on a map.

2. Trip detailsa. Pickup addressb. Dropoff address

Vehicle listRequesting your first ride

Once you’ve entered the pickup address, you’ll see the form populate with a list of vehicles available in that area with associated pickup times. The most economic vehicle option will be the default (uberX in the example).

If you’ve also entered in a destination address, you’ll be shown a fare estimate.

Optional fieldsRequesting your first ride

Moving farther down the list, you’ll have the option to include:1. Notes for the driver - special

pickup instructions that will be displayed in the driver’s appa. Example: “Please use the side

entrance.”

2. Expensing info - memos that will help with reconciliation later. This won’t be shared outside of your company.

3. A way for riders to accept Uber terms of service

When you’re ready to request, click the Request button

Requesting...Requesting your first ride

After the Request button is clicked, you’ll see that we’re trying to match your rider with a driver.

Pickup (x) minRequesting your first ride

Congrats! We’ve matched your rider with a driver.

You can choose to communicate the driver information to your rider personally, or they can view the SMS we’ve sent them with the driver details.

Pickup nowRequesting your first ride

Periodically, you’ll see the status of the ride change. Pickup Now means that the driver has arrived at the pickup address and is waiting for the rider.

Note that drivers will only wait a few minutes. Make sure to notify your rider to be outside at the pickup time.

Dropoff (x) minRequesting your first ride

Dropoff (x) min means that the driver and your rider is on the way to the destination.

Dropoff nowRequesting your first ride

Dropoff Now means that the driver has arrived at the destination and is waiting for the rider to hop out.

Knowing when your rider is arriving might be an opportunity for your operators to delight and greet them personally or call to see how the trip went.

Saving rides for later

Optional fieldsRequesting your first ride

In the New Ride form, there’s an option to Save for Later if your rider isn’t ready, but you wanted to have the request ready to go at a later time.

Save for laterSaving rides for later

Tapping the Save for Later button opens a window that summarizes the details of the trip and asks you when you’d like to be reminded to request.

Click the Save button to Save for Later.

Upcoming rides pageSaving rides for later

Your saved trip will appear on the Upcoming rides page and stay there until you have requested or deleted it.

At the set reminder time, you’ll get a notification in the Uber Central dashboard to request your ride.

Viewing past rides

Viewing past rides

Past trips pageViewing past rides

Once your rider has been dropped off, you can find the trip and its associated completion time in the Past trips page.

Thank youFor any questions or support, email us at uc-support@uber.com