The experience.
The operating plan.

Confirm the operating platform’s name, subscription tier, account administrator, existing booking link, enabled modules, and available integration access. If it is Limo Anywhere, verify the owner’s actual account and plan before choosing a connection.

Bring: an account/settings walkthrough. Credentials should be shared only through an approved secure setup process.

List each vehicle’s make, model, year, passenger capacity, practical luggage capacity, amenities, and any accessibility limitations. Provide original exterior and cabin photos plus short walk-through videos, with permission to publish them.

Decide: whether passengers choose a vehicle class or a specific vehicle, and how substitutions are handled.

Provide hourly prices and minimum hours; airport or transfer per-mile prices and minimum fares; any fixed routes; billable mileage rules; hourly rounding; and pricing by vehicle class.

Confirm: wait time and grace periods, extra stops, tolls, parking, airport fees, gratuity, applicable taxes, late-night/holiday rules, and quote expiry.

Choose the approved processor and define deposit versus full payment, authorization versus capture, when the balance is due, failed-payment handling, accepted methods, refund authority, and who reconciles payments.

Decide: what must succeed before a reservation can be accepted, and what happens if payment succeeds but the reservation fails.

Confirm service areas, operating hours, advance-notice requirements, booking cutoff, turnaround and cleaning time, travel between trips, airport pickup allowances, vehicle downtime, and hold expiry.

Decide: which trips can confirm automatically and which always require office review.

Name the dispatcher and backup, define driver eligibility, assignment timing, acknowledgment deadlines, status updates, and the escalation path when a driver is unavailable or late.

Confirm: what driver information may be shown to passengers and when.

Provide the business number, monitored email, reply destination, support hours, and emergency contact. Approve notification templates, timing, passenger consent wording, opt-out handling, and a fallback for undelivered messages.

Decide: the assistant’s approved answers, when it hands off to staff, and who receives each handoff.

Approve public privacy and booking terms, cancellation windows and fees, no-show policy, refunds, service changes, and how travelers request assistance or correct their information.

Confirm: what customer data is collected, who can access it, how long it is kept, and how deletion requests are handled.