Docy Documentation

1. If my payment option is cash, whom should I give the cash to?
You should hand the cash to the school administrator who provided you with the payment link.

2. If my payment option is bank transfer, which account should I send the money to?
Please verify the school’s bank account details with the administrator before initiating the payment.

3. How do I send my instructor the pick-up location for my driving classes?
In the session created for you, there is an option to add or edit the pick-up location. Simply click on this option and input your address.

4. Why am I asked to activate and pay for my account?
To fully access the app, including schedule management, a one-time activation fee is required.

5. Where can I view my schedules?
Your schedules will be displayed on the home page and in the “My Schedules” section once they are created by your instructor.

6. Will I receive a receipt for online payments?
Yes, after completing your payment, a receipt will be available in the “Invoices and Receipts” section of your profile.

7. Can I pay with my card?
Yes, you can pay using a credit or debit card.

8. How can I request a slot booking for the course I purchased?
Please contact your school administrator to inform them of your preferred slot.

9. Where can I find the course certificate?
Once your course is complete and the school administrator has uploaded it, the course certificate will be listed in your profile’s “Documents” section.

10. How do I update my phone number?
In the ” Profile ” section, you can update your phone number and other profile details, such as your address and emergency contact information.

11. How do I request a reschedule?
Contact your instructor and provide the necessary details for rescheduling.

12. Can I use the app in my local language?
Yes, you can select your preferred language from the available options in the “Profile” section, and the app will display the content in that language.

Navigate to Branch Management 

• Find this option in the main menu of DriveEZ, designed to help you manage multiple branches of your driving school efficiently. 
• Users would be able to view the number of branches added to the system in the list view.   
• Upon selecting any specific Branch name, you will be able to view the details of the branch.  .  

View Listing Screen 
On the screen it displays a list of all branches of the institution.   

• This interface allows administrators to view, manage, and take actions on all the branches of their institution. Each row represents a branch and displays its associated details such as contact info, status, and activity metrics. It also provides quick access to edit, delete, email, and message options per branch.  
  • Branch Name: Name of the branch (clickable for more details).  
  • Email: Email address associated with the branch.  
  • Contact: Phone number/contact for the branch.  
  • Status: Indicates if the branch is Active.  
  • Active Students: Number of active students at the branch.  
  • Active Instructors: Number of active instructors at the branch.  
  • Active Staff: Number of non-instructor staff members active at the branch.  
  • Vehicles: Number of vehicles associated with the branch.  
  • Action: Quick action buttons for:  
    • Edit  
    • Delete  
    • Email  
    • Message  

Edit Branch

• On the branch listing screen’s upon selecting the edit icon from the Action column user would be redirected to the Edit Form page.   

• On the Edit Branch From, you can edit the branch details.   
• Save: Click “Save” after verifying all the information for accuracy. This will update the branch details and redirect you back to the branch listing screen.  

Delete Branch

• On the branch listing screen’s upon selecting the delete icon from the Action column user would be able to view the delete pop-up.   

• This action allows users to view a confirmation popup displayed before permanently deleting a branch in the system. It serves as a final warning to the user before performing an irreversible action.  
• If user selects the continue button, the branch will get deleted from the system. 
• If user selects the Cancel button, it will identify to abort the deletion and return to the previous screen.  

Add a New Branch

Locate and click the “Add Branch” button, usually positioned at the top right of the Branch Management section. A form for new branch details will appear.  

Fill Out Branch Details 

• Accurately complete the form with the branch’s information:  

• Upon clicking the Add Branch button, users will be presented with a form containing the following fields and corresponding details:  
  • Branch Name: Enter Unique name to identify the Branch.  
  • Email Address: Enter your email address to the branch.  
  • Phone Number: Enter your primary contact number.  
  • Address: Enter the physical location of the branch.  
  • Map Location: Enter Map location with the URL.  
  • Tax Number: Enter the Tax number of the Branch  
  • Status: You can mark the status as active or inactive of the branch. 

Switch Between Branches 

• To manage or view specific branch details, use the branch selector at the top of the Branch Management screen. Selecting a different branch will refresh the page to display information pertinent to that branch.

Filter & Search Branch

• Upon selecting the Filter & search option from the header bar allows users to view and filter the branch data based on various statuses.

• Status Dropdown: Allows selection of branch status (e.g., Active, Inactive, All).  
• Search Button: Applies the selected status filter and displays matching branches.  
• Clear Button: Resets the filter, showing all branches regardless of status. 

Video Tutorial

Signing Up

To sign up, first click on the sig up button as pointed out by the arrow.

Then, fill out the details in the provided fields, and click on the blue sign up button as pointed out by the arrow.

Signing In

To sign in, first fill out your email address and password in the provided fields, then click on the blue Log in, button to login.

Forgot Password

If you have forgotten the password, follow the following steps to reset it.

First, click on the blue button that reads, ‘Forgot Password’, as pointed out by the arrow.

Then, fill out your email address in the provided field and click on the orange reset password button as pointed out by the arrow. You will then receive an email with instructions to reset your password.

Resetting Password

To reset your password, first click on your account at the bottom left of the screen as pointed out by the arrow.

1. Click on the button that says, ‘Security’ to navigate to the reset password page.
2. Fill out your current password in the provided field.
3. Fill out your new password in the provided fields.
4. Click on the blue button the says, ‘Save Changes’ to reset your password.

3.1 Log in 

Download the DriveEZ Instructor app from the App Store or Google Play. Open the app and users would be able to view the Login Screen.  

• Email Address: Enter your email address provided by your driving school.  

• Password: Enter your password provided by your driving school 

• School Name: Add your school’s name.  

• Sign In: Click on the orange ‘Sign in’ button to log into the app. 

3.1 Explore Dashboard 

The app opens onto the dashboard screen. Here, you can view your tasks for the day at the top and both your practical and theory sessions below. Your daily schedule list is also visible on this screen. 

3.1.1 Explore Menu and Notifications  

Click on the menu option (top left) for additional options like accessing help or logging out. The bell icon (top right) shows your recent notifications. 

3.1.2 Explore Bottom Navigation 

On the Home page, users would be able to view the bottom navigation of the instructor’s app. 

• Schedules: Upon selecting this icon, user would be redirected to the schedule’s page to View and manage your class schedule. 

• Session: Upon selecting this icon, user would be redirected to the Session’s page to manage the sessions.  

• Home: Upon selecting this icon, user will be redirected to the Dashboard again.  

• Chat: Upon selecting this icon, user would be redirected to Access private or group chats with students. 

• Profile: Upon selecting this icon, user will be able to View and edit your profile information.  

Users can access the Courses option from the main menu in DriveEZ, This section allows for the oversight and management of the Courses. 
List View 

• Users would be able to view the number of Courses added to the system in the list view.  

• Upon selecting any specific Course name, you will be able to view the details of the Course. 

Grid View  

• Users would be able to view the number of courses added to the system in the grid view. 

View Listing Screen  

On the screen it displays a list of all Courses. 

• This interface enables administrators to view, manage, and take action on all instructors associated with the platform. Each row represents an instructor and displays key information including: 

• This interface enables administrators to view, manage and take action on all courses associated with the platform. Each row represents an course and displays key information including following:  

• Course Name: The title of each driving course 

• Package: Details about class hours (Practical and Theory) 

• Price: The cost of each course 

• Registered Students: Number of students enrolled 

• Status: All shown as “Avoidable” (likely meaning “Available”) 

• Action: Includes icons to Manage, Edit, Share and Delete the Course. 

1.7.1.1 Filter & Search  

• Search by Name, Email or Phone Number: A text box where users can type part or full details of a Course name, email, or phone number to search. 

• Course Type: A dropdown field that lets the user filter course based on their type.  

• Status: Another dropdown to filter based on the account status of Courses. 

View Course 

Upon selecting the Course name from the listing screen, users would be able to view the detail information about the course. 

1.7.3 Add Course 

Click on the “Add Course” button located at the top right corner of the screen. This action initiates the process to create a new course offering. 

Uses would need to enter the following details:  

• Upload Course Image: Select ‘Choose File’ to upload a relevant image for the course. Ensure the image is clear and professionally represents the course content.  

• Course Name: Enter a unique name for the course. 

• Description: Provide a comprehensive overview of what the course entails, including objectives and outcomes. 

• Price: Set the course fee. 

• On-Road Hours: Specify the total number of practical driving hours included. 

• Theory Class Hours: Indicate the number of hours dedicated to theoretical knowledge. 

• Availability: Choose whether the course is currently available for enrollment. 

• Create the Course: Review all entered details for accuracy. Once satisfied, click the “Create Course” button to officially add the course to your offerings. This course will now be visible to branches and eligible for student registration. 

1.7.4 Edit Course 

Click on the Edit Icon located at the listing screen of the course. This action initiates the process to edit the course.  

1.7.5 Share Catalogue 

Click on the share catalogue icon located at the listing screen of the course. This action will allow user to share the catalogue.  

Video Tutorial

1. Navigation Bar: You can navigate through the software using this menu.
2. Tour: You can take a guided, detailed tour of the software by clicking on this button.
3. Account Settings / Log Out: You can dive deeper into account settings / logout by clicking on this button.
4. Active Courses: in this section you can view all your active courses, as well as see your course progress.
5. Scheduling: In this section, you can view all your upcoming scheduled classes, as well as see your completed classes.
6. Notes: in this section you can view all the notes that have been sent to you by your instructor as well the notes you have sent back.
7. Course list: In this section, you can view all the courses offered by your driving school.
8. Document Upload: Through this section, you can upload documents required by your school by clicking on the blue ‘upload’ button, as well as view previously uploaded documents by clicking on the red ‘View All’ button.
9. Invoices / Receipts: Through this section you can view / download all your invoices and receipts.

Access Staff Management

From the DriveEZ main dashboard, click on the “Staff Management” option to view all staff members and access management tools.

View Listing Screen
On the screen it displays a list of all Staff Members. 

• This interface allows administrators to view, manage, and take actions on all the staff members of the Driveez. Each row represents a staff and displays its associated details such as First name, last name, display name, role, branch name, phone number, permissions, and Status, It also provides quick access to edit and view profile options per staff. 
• First Name / Last Name / Display Name – Basic identity details of each staff member. 
• Role – Shows the assigned role (e.g., Admin, Instructoradmin, staff). 
• Branch Name – Indicates the branch to which the staff belongs. 
• Phone Number – Contact information of the staff member  
• Permissions – Actions that can be performed by/for the staff (e.g., View, Edit & Delete). 
• Status – Shows current status (e.g. Active/Inactive). 
• Action – Icons to edit or view details of the staff member.

View Staff Profile
Upon selecting the View Profile icon from the listing screen, it will redirect admin to view the staff profile.  

Notes
Displays a table with columns: Category, Sent At, Note By, Note To, Note, and Action. 

Add Note
It is designed for creating and submitting notes.

• Write Note: Admin can enter the note content in the provided text box.
• Post Note: Clicking this will likely save the note to the system and make it visible in the Notes section of the dashboard   

Documents
Lists files with columns: Name, Uploaded By, Date, and Action. 

Upload Document
It is designed for Uploading documents. 

• Type: Users need to specify the type of the document 
• Document Name: A text field to name the document    

View Account Info

 On the Account Info section, which provides an overview of the account details including following  

• Display Name  

• First Name  

• Last Name  

• Permissions  

• Email  

• Branch  

• Language 

1.2.1.1.5 View Activity  

On the Activity section, you will be able to view the activity of the staff.  

1.2.2 Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

1.2.3 Filter and Search 

It is being used for filtering and searching staff records based on specific criteria.  

• Search by Name, Email or Phone Number: A text box where users can type part or full details of a staff member’s name, email, or phone number to search. 

• Branch: A dropdown field that lets the user filter staff based on the office or branch location. 

• Status: Another dropdown to filter based on the employment or account status of staff members. 

• Role: A dropdown to filter staff based on their role in the organization (e.g., Admin, Manager, Employee, etc.). 

1.2.4 Add New Staff 

Locate and select the “Add Staff” button which is situated on the top right corner. You will be able to view the Form for new staff details. 

• Upon clicking the Add Staff button, users will be presented with a form containing the following fields and corresponding details: 

• First Name: Text field to enter the staff member’s first name. 

• Last Name: Text field to enter the staff member’s last name. 

• Display Name: Enter a preferred name for internal displays. 

• Email Address: Email input field. This will be used for login and communication. 

• Initial Password: Set a temporary password for first-time login. 

• Phone Number and Address: Contact details for the staff member.  

• Role Assignment: Choose between “Administrator” or “Staff” roles.  

• Permissions: Select the appropriate level of access: “Read, Write, Delete”, “Read and Write”, or “Read Only”. 

• Profile Picture Upload: Drag-and-drop or click-to-upload interface for staff profile image. 

• Emergency Contact Name: Person to contact in case of emergencies. 

• Emergency Contact Phone: Phone number of the emergency contact person. 

Save: After ensuring all information is correct and complete, click “Save” to add the new staff member to the system. An email with login credentials will be automatically sent to the new staff member. 

Video Tutorial

Log in  

Open the DriveEZ student app and enter your login credentials (email and password) provided by your driving school. The dashboard will be the first screen you see upon successful login. 

• Email Address: Enter correct registered email address 
• Password: Enter the correct password. 
• Login Now: Upon selecting this button, you will be logged into the system and will land on the Dashboard page. 

Explore Dashboard 

The dashboard provides a comprehensive overview of your course progress, including both on-road and theory sessions, and displays your upcoming classes. Familiarize yourself with the layout for easy navigation. 

Course Progress Section 

• Course Title: Can view the course title of which course you are opted for. 
• Progress Bars:  
  • Theory Session: Users can see the number of theory sessions which has been attended by the user.
  • Theory Session: Users can see the number of theory sessions which has been attended by the user.
• Schedules Section: View and manage your class schedule. 

Notification  

Click on the notification button located on the top right to view all recent notifications. This includes reminders for lessons, cancellations, and updates. 

Bottom Navigation  

On the Home page, users would be able to view the bottom navigation of the student’s app.  

• Schedules: Upon selecting this icon, user would be redirected to the schedule’s page to View and manage your class schedule. 
• Courses: Upon selecting this icon, user would be redirected to the Course’s page to Browse and enroll in available courses. 
• Home: Upon selecting this icon, user will be redirected to the Dashboard again.  
• Chat: Upon selecting this icon, user would be redirected to Access private or group chats with instructors. 
• Profile: Upon selecting this icon, user will be able to View and edit your profile, manage documents, and adjust settings

Tap on the second button in the navigation bar to open the ‘My Schedules’ page. Here, you can view your schedules within selected dates and filter them based on class type.

Edit Existing Schedules: To edit a schedule, click on the three dots next to it and select ‘Edit’. Modify the schedule as needed and save your changes.

Create New Schedule: Click on ‘Add Schedule’ to open the new schedule form.

Fill in details like Session name, session type, dates, times, occurrence, location, and select students attending.
Click ‘Save’ to create the schedule.

Users would be able to view the Pop-up once the schedule has been created sucessfully

Session Management: Tap the first button on the navigation bar to open the ‘My Classes’ page.

This section lets you view and manage scheduled classes, mark attendance, and initiate chats with students.
Use Calendar for Navigation: The calendar feature displays the current month and allows you to explore different dates. Use arrows to navigate months and the clock icon to return to today’s date.

Session Details and Notes: Each class block shows session details including student count and location.

Use the three dots next to a session to add/view notes or manage student attendance. Clicking ‘Add Notes’ opens a window for note entry and sending.
Use the three dots next to a session to add/view notes or manage student attendance.

Add Notes: Clicking ‘Add Notes’ opens a window for note entry and sending.

Mark Attendance and Completion: To mark attendance or session completion, simply click on the session and use the provided options to record student attendance and mark the session as complete.

Video Tutorial

Navigate to the chat section by clicking on the chat button in the navigation bar. Here, you can initiate private or group chats with students and even create new group chats. 

3.1.1 Send Message 

• Send Message: In the chat window, type your message in the provided text field. You can inquire about class details, ask for clarifications, or discuss scheduling directly with your students. 

• Manage Conversations: Keep track of your conversations by regularly checking for new messages. You may receive notifications for unread messages depending on your app settings 

In the DriveEZ student app, tap on the profile icon located in the bottom navigation bar. This leads you to your profile page, where you can manage personal information, documents, invoices, and app settings. 

• Update Personal Information: On the profile screen, you can view and edit your personal details such as name, contact information, and address. Tap the “Edit” or “Update Profile” button to make changes. Ensure all information is current and accurate, then save your updates. 
• Top bar menu: Users would be able to view the below options on the top bar menu  
  • Invoices  
  • Settings
  • Documents
• Upon selecting any of the tab users would be redirected to the respective screen.  

Manage Invoices  

Switch to the invoices tab to see a history of your payment invoices 

• Each invoice will include details such as date, amount, and payment status. You have the option to download or print invoices for your records. 

Settings  

In the settings section of your profile, you can manage notification preferences, including reminders for upcoming classes and payment notifications. Customize these settings to suit your preferences. 

Documents 

Navigate to the documents tab within your profile. Here, you’ll see a list of all uploaded documents and certificates. 

• Manage Documents: Users can view the existing document and upload new ones by tapping the “Upload Documents” button 

Upload Documents 

•  Upload Document: Users can Choose the document type, provide a name, and select the file from your device. Confirm the upload to add the document to your account. 

• Download and Delete Documents: You can download or delete existing documents and upload new ones by tapping the “Upload Documents” button.  

Steps

Step 1: Activating your new Student Account

Click on the green button at the top ribbon displaying, ‘Pay Now’.

Step 2: Filling out information

Fill out your information in the provided fields, and then click on the next button.

Step 3: Choosing Payment Method

Choose your payment method, and then proceed to choosing your payment gateway.

Step 4: Entering Card Details

Enter your card details in the provided fields, and click on pay now to complete the payment.

*Please Note: No card details are stored, and deleted after transaction is completed.*

Step 5: Congratulations, Your New Student Account is Now Activated

Users can access the Fleet option from the main menu in DriveEZ, This section allows for the oversight and management of the driving school’s vehicle fleet. 

• Users would be able to view the number of fleets added to the system in the list view.  

View Listing Screen  

On the screen it displays a list of all Fleets. 

• This interface allows administrators to view and manage the driving school’s vehicle fleet at the headquarters. Each row represents a vehicle and displays the following key details: 

• Vehicle Type: Model/make of the vehicle (e.g., Honda City, BMW SSeries). 

• Vehicle No: Internal identification number for the vehicle (e.g., #678802). 

• Plate: License plate number (e.g., XJF123). 

• M. Year: Manufacturing year of the vehicle (e.g., 1869, 2024). 

• Instructor: Name of the assigned instructor or “Un-Assigned” if no instructor is linked. 

• Action: Includes icons to edit or delete the fleet’s profile. 

Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

Edit Vehicle  

On the fleet listing screen’s upon selecting the edit icon from the Action column user would be redirected to the Edit Form page to modify the details of a specific vehicle.   

• On the Edit vehicle From, you can edit the branch details.  

• Save: Click “Save changes” after verifying all the information for accuracy. This will update the vehicle details and redirect you back to the fleet listing screen. 

Delete Fleet 

On the fleet listing screen, upon selecting the delete icon from the Action column user would be able to view the delete pop-up.    

• This action allows users to view a confirmation popup displayed before permanently deleting a fleet in the system. It serves as a final warning to the user before performing an irreversible action. 

• If the user selects the continue button, the fleet will get deleted from the system.  

• If user selects the Cancel button, it will identify to abort the deletion and return to the previous screen. 

Add Vehicle  

Locate and select the “Add Vehicle” button which is situated on the top right corner. You will be able to view the Form for new vehicle details. 

• Upon clicking the Add Vehicle button, users will be presented with a form containing the following fields and corresponding details: 

• Vehicle no: A unique identifier for the vehicle   

• Number Plate: Enter the vehicle’s license plate number. 

• Make: The manufacturer/brand of the vehicle. 

• Model: The specific model of the vehicle. 

• Model Year: Enter the Model year of the vehicle 

• Assigned Instructor: Allows assigning an instructor to the vehicle.. 

Save: Review all entered details for accuracy. Click “Add Vehicle” to save the new vehicle to your fleet database. This action makes the vehicle available for class scheduling and instructor assignment. 

Video Tutorial

From the navigation bar at the bottom of the DriveEZ student app, tap on the courses icon. This will display a list of all available driving courses offered by your school. 

• Browse Available Courses: Scroll through the list to view details of each course, including the name, number of theory and on-road hours, start date of the next session, and course price. 

Course Description 

• View Details of Course: Tap on a course block to open a detailed course page. Here, you’ll find an extensive description of the course, including the breakdown of theory and on-road hours, the start date for the next available session, and the total cost.  
• Register for a Course: If you decide to enroll in a course, click the “BUY” button located at the bottom of the course detail page. This action will redirect you to a secure payment portal. 

Complete Payment  

• Enter Payment info: Enter your payment information in the provided fields within the secure STRIPE payment portal. Ensure to input your card details, country or region, and zip code accurately. No card details are stored in the app to protect your privacy. 
• Confirm Enrollment: After reviewing your payment details, press the “PAY” button to complete the transaction. You will receive a confirmation message once the payment is successful, confirming your registration in the course. 

Redirect to Homepage 

Following enrollment, return to the dashboard or schedule section of the app to view your updated class schedule including the newly registered course. 

Users can access the instructor option from the main menu in DriveEZ, This page shows all current instructors and options for adding new ones. 

List view 

• Users would be able to view the number of instructors added to the system in the list view.  

• Upon selecting any specific instructor name, you will be able to view the details of the instructors. 

Grid View  

• Users would be able to view the number of staff members added to the system in the grid view. 

View Listing Screen  

On the screen it displays a list of all Staff Members. 

• This interface enables administrators to view, manage, and take action on all instructors associated with the platform. Each row represents an instructor and displays key information including: 

• First Name / Last Name / Display Name: Basic identification details of each instructor. 

• Email: Contact email for communication. 

• Contact: Instructor’s phone number. 

• Status: Displays the current status of the instructor (e.g., Active). 

• Availability: Indicates whether the instructor is currently available  

• Action: Includes icons to edit or view the instructor’s profile. 

View Instructor Profile  

Upon selecting the First name or the last name from the listing screen user will be redirected to view the instructor profile.  

• Right Profile Section: On the right side of the screen, you can view the two tabs including Account info and Activity. 

• Account Info: On the Account Info section, which provides an overview of the account details including following  

• Display Name  

• First Name  

• Last Name  

• Permissions  

• Email  

• Branch  

• Language 

• Activity: On the Activity section, you will be able to view the activity of the staff. 

• Calendar View: Displays a schedule with time slots and what appear to be numeric values. 

• Shows appointments/times for specific date. Upon selecting it, it will show the details of the session. 

• The calendar can be customized to display by month, week, or day. 

View Schedules of Instructor  

Clicking the calendar icon in the Action column on the Instructor Listing screen allows users to view the individual instructor’s schedule as shown below: 

• This interface enables administrators to view, manage, and take action on all schedules associated with the instructor. Each row represents an instructor and displays key information including: 

• Session Name: Name of the driving session 

• Dates: Date range for the session 

• Duration: Start and end time of session 

• Instructor: Instructor assigned 

• Class Type: On-Road or Theory 

• Created By: Who created the session (Instructor/Student) 

• Actions: View, Edit, Delete icons where applicable 

 Edit Schedules  

This will allow users to Edit the schedules of the instructor. Below is a breakdown of its key functionalities: 

• Session Name: Name of the driving session 

• Class Type: selection between Theory Class (classroom-based learning) or On-Road Class (practical training) 

• Date and Time:  

• Start Date & End Date: Defines the session’s duration (here, a single day: 17 April, 2025). 

• Time Slot: Dropdown or input for session duration (e.g., 1.15 hour). 

• Occurrence (Required): Options to set recurrence: 

• All weekday (every weekday) 

• Specific weekday (user selects days, e.g., Thursday) 

• Weekend (Saturday/Sunday) 

• Checkboxes for manual day selection. 

• Location: Text field for the session’s location (e.g., India). 

• Map URL: An optional field to link to a map (e.g.,  Google Maps) for directions. 

• Instructors: Dropdown or search to assign an instructor (e.g., Test Inst Two). 

• Students: Field to enroll students (e.g., test paid fv—likely a placeholder). 

• Slots Detail (Summary): Displays a confirmation section with Date and Time Slot  

Delete Schedules  

Upon selecting the delete icon from the Action column they will be able to view the delete pop-up. 

• Yes: If you select yes from the pop-up the record will get deleted. 

• No: If you select No from the Pop-up the record will get deleted accordingly.  

Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

Add New Instructor 

Select the “Add Instructor” button located at the top right. A form will appear to input the instructor’s details:  

Complete the form with the instructor’s information: 

• First and Last Name: The instructor’s legal name. 

• Display Name: How the instructor’s name will appear within the system. 

• Email Address: Used for login and notifications. 

• Password: Set an initial password for account access. 

• Phone Number and Address: Contact information. 

• Location Serviced: area or branch the instructor will serve 

• Hourly Rate: instructor’s pay rate 

• Instructor Driving License: license number or verification 

• Driving License Expiry Date: to ensure validity 

• About Me: Description or bio for students 

• Profile Picture: upload option for instructor identification 

• Ensure all data is accurate for effective communication and scheduling. 

Users can access the instructor option from the main menu in DriveEZ, This page shows all current instructors and options for adding new ones. 

View Listing Screen  

On the screen it displays a list of all Staff Members. 

• This interface enables administrators to view, manage, and take action on all instructors associated with the platform. Each row represents an instructor and displays key information including: 

• First Name / Last Name / Display Name: Basic identification details of each instructor. 

• Email: Contact email for communication. 

• Contact: Instructor’s phone number. 

• Status: Displays the current status of the instructor (e.g., Active). 

• Availability: Indicates whether the instructor is currently available  

• Action: Includes icons to edit or view the instructor’s profile. 

View Instructor Profile  

Upon selecting the First name or the last name from the listing screen user will be redirected to view the instructor profile.  

• Right Profile Section: On the right side of the screen, you can view the two tabs including Account info and Activity. 

• Account Info: On the Account Info section, which provides an overview of the account details including following  

• Display Name  

• First Name  

• Last Name  

• Permissions  

• Email  

• Branch  

• Language 

• Activity: On the Activity section, you will be able to view the activity of the staff. 

• Calendar View: Displays a schedule with time slots and what appear to be numeric values. 

• Shows appointments/times for specific date. Upon selecting it, it will show the details of the session. 

• The calendar can be customized to display by month, week, or day. 

View Schedules of Instructor  

Clicking the calendar icon in the Action column on the Instructor Listing screen allows users to view the individual instructor’s schedule as shown below: 

• This interface enables administrators to view, manage, and take action on all schedules associated with the instructor. Each row represents an instructor and displays key information including: 

• Session Name: Name of the driving session 

• Dates: Date range for the session 

• Duration: Start and end time of session 

• Instructor: Instructor assigned 

• Class Type: On-Road or Theory 

• Created By: Who created the session (Instructor/Student) 

• Actions: View, Edit, Delete icons where applicable 

 Edit Schedules  

This will allow users to Edit the schedules of the instructor. Below is a breakdown of its key functionalities: 

• Session Name: Name of the driving session 

• Class Type: selection between Theory Class (classroom-based learning) or On-Road Class (practical training) 

• Date and Time:  

• Start Date & End Date: Defines the session’s duration (here, a single day: 17 April, 2025). 

• Time Slot: Dropdown or input for session duration (e.g., 1.15 hour). 

• Occurrence (Required): Options to set recurrence: 

• All weekday (every weekday) 

• Specific weekday (user selects days, e.g., Thursday) 

• Weekend (Saturday/Sunday) 

• Checkboxes for manual day selection. 

• Location: Text field for the session’s location (e.g., India). 

• Map URL: An optional field to link to a map (e.g.,  Google Maps) for directions. 

• Instructors: Dropdown or search to assign an instructor (e.g., Test Inst Two). 

• Students: Field to enroll students (e.g., test paid fv—likely a placeholder). 

• Slots Detail (Summary): Displays a confirmation section with Date and Time Slot  

Delete Schedules  

Upon selecting the delete icon from the Action column they will be able to view the delete pop-up. 

• Yes: If you select yes from the pop-up the record will get deleted. 

• No: If you select No from the Pop-up the record will get deleted accordingly.  

1.3.1.1.4 Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

1.3.2 Add New Instructor 

Select the “Add Instructor” button located at the top right. A form will appear to input the instructor’s details:  

Complete the form with the instructor’s information: 

• First and Last Name: The instructor’s legal name. 

• Display Name: How the instructor’s name will appear within the system. 

• Email Address: Used for login and notifications. 

• Password: Set an initial password for account access. 

• Phone Number and Address: Contact information. 

• Location Serviced: area or branch the instructor will serve 

• Hourly Rate: instructor’s pay rate 

• Instructor Driving License: license number or verification 

• Driving License Expiry Date: to ensure validity 

• About Me: Description or bio for students 

• Profile Picture: upload option for instructor identification 

• Ensure all data is accurate for effective communication and scheduling. 

Users can access the instructor option from the main menu in DriveEZ, This page shows all current instructors and options for adding new ones. 

List view 

• Users would be able to view the number of instructors added to the system in the list view.  

• Upon selecting any specific instructor name, you will be able to view the details of the instructors. 

Grid View  

• Users would be able to view the number of staff members added to the system in the grid view. 

1.3.1 View Listing Screen  

On the screen it displays a list of all Staff Members. 

• This interface enables administrators to view, manage, and take action on all instructors associated with the platform. Each row represents an instructor and displays key information including: 

• First Name / Last Name / Display Name: Basic identification details of each instructor. 

• Email: Contact email for communication. 

• Contact: Instructor’s phone number. 

• Status: Displays the current status of the instructor (e.g., Active). 

• Availability: Indicates whether the instructor is currently available  

• Action: Includes icons to edit or view the instructor’s profile. 

1.3.1.1 View Instructor Profile  

Upon selecting the First name or the last name from the listing screen user will be redirected to view the instructor profile.  

• Right Profile Section: On the right side of the screen, you can view the two tabs including Account info and Activity. 

• Account Info: On the Account Info section, which provides an overview of the account details including following  

• Display Name  

• First Name  

• Last Name  

• Permissions  

• Email  

• Branch  

• Language 

• Activity: On the Activity section, you will be able to view the activity of the staff. 

• Calendar View: Displays a schedule with time slots and what appear to be numeric values. 

• Shows appointments/times for specific date. Upon selecting it, it will show the details of the session. 

• The calendar can be customized to display by month, week, or day. 

1.3.1.1 View Schedules of Instructor  

Clicking the calendar icon in the Action column on the Instructor Listing screen allows users to view the individual instructor’s schedule as shown below: 

• This interface enables administrators to view, manage, and take action on all schedules associated with the instructor. Each row represents an instructor and displays key information including: 

• Session Name: Name of the driving session 

• Dates: Date range for the session 

• Duration: Start and end time of session 

• Instructor: Instructor assigned 

• Class Type: On-Road or Theory 

• Created By: Who created the session (Instructor/Student) 

• Actions: View, Edit, Delete icons where applicable 

 1.3.1.1.2 Edit Schedules  

This will allow users to Edit the schedules of the instructor. Below is a breakdown of its key functionalities: 

• Session Name: Name of the driving session 

• Class Type: selection between Theory Class (classroom-based learning) or On-Road Class (practical training) 

• Date and Time:  

• Start Date & End Date: Defines the session’s duration (here, a single day: 17 April, 2025). 

• Time Slot: Dropdown or input for session duration (e.g., 1.15 hour). 

• Occurrence (Required): Options to set recurrence: 

• All weekday (every weekday) 

• Specific weekday (user selects days, e.g., Thursday) 

• Weekend (Saturday/Sunday) 

• Checkboxes for manual day selection. 

• Location: Text field for the session’s location (e.g., India). 

• Map URL: An optional field to link to a map (e.g.,  Google Maps) for directions. 

• Instructors: Dropdown or search to assign an instructor (e.g., Test Inst Two). 

• Students: Field to enroll students (e.g., test paid fv—likely a placeholder). 

• Slots Detail (Summary): Displays a confirmation section with Date and Time Slot  

1.3.1.1.3 Delete Schedules  

Upon selecting the delete icon from the Action column they will be able to view the delete pop-up. 

• Yes: If you select yes from the pop-up the record will get deleted. 

• No: If you select No from the Pop-up the record will get deleted accordingly.  

1.3.1.1.4 Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

1.3.2 Add New Instructor 

Select the “Add Instructor” button located at the top right. A form will appear to input the instructor’s details:  

Complete the form with the instructor’s information: 

• First and Last Name: The instructor’s legal name. 

• Display Name: How the instructor’s name will appear within the system. 

• Email Address: Used for login and notifications. 

• Password: Set an initial password for account access. 

• Phone Number and Address: Contact information. 

• Location Serviced: area or branch the instructor will serve 

• Hourly Rate: instructor’s pay rate 

• Instructor Driving License: license number or verification 

• Driving License Expiry Date: to ensure validity 

• About Me: Description or bio for students 

• Profile Picture: upload option for instructor identification 

• Ensure all data is accurate for effective communication and scheduling. 

• Save: After ensuring all information is correct and complete, click “Save” to add the new instructor to the system.  

Video Tutorial

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Step 1: Viewing Available Courses

You can view the available courses either by glancing on the right hand side of the dashboard, or by clicking on the courses section in the left hand side navigation bar.

Step 2: Buying a Course

Simply click on the blue button displaying, ‘Buy Now’, on your chosen course to start the purchasing process.

Step 3: Filling out information

Fill out your information in the provided fields, and then click on the next button.

Step 4: Choosing Payment Method

Choose your payment method, and then proceed to choosing your payment gateway.

Step 5: Entering Card Details

Enter your card details in the provided fields, and click on pay now to complete the payment.

*Please Note: No card details are stored, and deleted after transaction is completed.*

Step 6: Congratulations, you have Successfully Purchased and Enrolled in your desired course.

Step 7: Viewing your Course

You can now view your course progress and details on your dashboard.

In the DriveEZ Instructor app, tap on the profile icon located in the bottom navigation bar. This leads you to your profile page, where you can manage personal information.  

• This area lets you update or change your profile information. After making changes, click on the ‘Update Profile’ button to save. 

Settings 

In the profile section, there’s an option to change the language of the app via the settings button. Customize this according to your preference. 

Users can access the Student option from the main menu in DriveEZ, This section allows for the oversight and management of the Students. 

List View 

• Users would be able to view the number of students added to the system in the list view.  

• Upon selecting any specific student name, you will be able to view the details of the student. 

Grid View  

• Users would be able to view the number of students added to the system in the grid view. 

1.5.1 View Listing Screen  

On the screen it displays a list of all Students. 

• This interface enables administrators to view, manage, and take action on all instructors associated with the platform. Each row represents an instructor and displays key information including: 

• Name: The student’s full name 

• Display Name: Abbreviated version of the name  

• Course: Number appears to represent courses taken 

• Email: Student’s email address 

• Contact: Phone number  

• Status: Current account status (“Active” or “Registered”) 

• Action: Includes icons to edit or view the Student’s profile. 

1.5.1.1 Filter & Search  

It is being used for filtering and searching student records based on specific criteria. 

• Search by Name, Email or Phone Number: A text box where users can type part or full details of a student’s name, email, or phone number to search. 

• Branch: A dropdown field that lets the user filter students based on the branch location. 

• Status: Another dropdown to filter based on the account status of students. 

1.5.1 View Student Profile 

Upon selecting the Profile icon from the Action column from the listing screen user will be redirected to view the student profile. 

Users will be able to view the following details on the student profile:  

1.5.1.1 Course Section 

• Table shows the enrolled courses for the student. 

• Columns: Name, Duration, Classes, Started, Progress, Actions 

• Status: View the status of the enrolled courses.  

• Button: Add Course – Allows admin to assign a new course. 

1.5.1.1.1Add Course  

Upon selecting the Add course button, users would be able to view the below pop-up:  

• Course: Select the course name from the dropdown menu.  

• Add Course: The selected course will get added in the student profile.  

1.5.1.2 Session Calendar  

Session Calendar: 

• Views Available: List | Calendar  

• Color Codes: 

• Green = On Road 

• Blue = Theory 

• Grey = Complete 

• Month Navigation: Navigate between months 

• Buttons: 

• Export: Export session data 

• Add Session: Schedule a new class/session 

1.5.1.2.1 Add Session  

Upon selecting the Add Session button user will be able to view the Add Session form as below:  

Upon clicking the Add Session button, users will be presented with a form containing the following fields and corresponding details: 

• Session Name: A text field to enter the name/title of the session. 

• Class Type: Users can choose Options from the followings:  

• Theory Class (Classroom-based learning) 

• On-Road Class (Practical/field training) 

• Start Date & End Date: 

• Defines the session’s duration (single day or multiple days). 

• Time Slot: 

• Dropdown with intervals for session length. 

• Occurrence: 

• All Weekday (Repeats every weekday) 

• Specific Weekday (Custom day selection) 

• Weekend (Saturday/Sunday) 

• Location: Physical venue name/address. 

• Map URL: Optional link to a map (e.g., Google Maps) for directions. 

• Instructors: Dropdown/search to assign trainers. 

• Students: Pre-filled or searchable list. 

• Save: Review all entered information for accuracy. Click “Save” to finalize the addition of the new student to the DriveEZ system. 

1.5.1.3 View Invoice 

This will allow users to view the invoices of the specific student.  

The table lists will display invoice records with following columns. 

• Ref: A unique reference number for the invoice. 

• Amount: The total amount of the invoice. 

• Paid: The amount already paid. 

• Balance: The remaining amount to be paid. 

• Date: The date the invoice was issued. 

• View: A button or link to view the invoice details. 

• Delete: An icon for deleting the invoice.  

1.5.1.4 View Payments  

This will allow users to view payment tracking. The table records payment transactions, showing details which were made by the specific student. 

The table lists will display Payment records with the following details:  

• Invoice: The linked invoice reference number. 

• Amount: The payment amount. 

• Date: The date the payment was processed. 

• Method: The payment gateway or method used. 

• Action: A symbol for additional actions like deleting the payment. 

1.5.1.5 View Notes  

This will allow users to view the student notes:  

The table lists will display note records with the following details: 

• Category: Likely classifies notes by type. 

• Sent At: Expected to show the timestamp when the note was created or sent. 

• Note By: Would display the sender/author of the note. 

• Note To: Intended to list the recipient(s). 

• Note: The actual content or summary of the note. 

• Action: 

1.5.1.6 View Documents  

This will allow users to view and track the documents uploaded by the students.  

The table lists will display Document records with the following details: 

• Name: To display the filename or document title. 

• Uploaded By: Intended to show the user or entity who uploaded the document 

• Date: Would list the upload date. 

• Action:  

1.5.1.7 Right Sidebar (Student Profile Summary) 

On the right sidebar users would be able to view student profile as following:  

• Display Name 

• First Name 

• Last Name 

• Email Address 

• Branch 

• Country 

• Province 

• Language 

• Mobile App 

• Active Status 

1.5.1.8 Add Student  

Locate and select the “Add Vehicle” button which is situated on the top right corner. You will be able to view the Form for new vehicle details. 

Complete the student details:  

• First and Last Name: The student’s legal name. 

• Display Name (required for some fields) 

• Email Address: Used for login and notifications. 

• Password: Set an initial password for account access. 

• Phone Number and Address: Contact information. 

• Address: Add full details including Street number/name, Apartment number, city, province, postal code.  

• Emergency Contact Name: To include primary contacts 

• Pickup Location: To add pickup location 

• Zipcode: (appears twice, possibly for home and school locations) 

• Availability to Start Course (to schedule the student’s program) 

Profile picture upload: Section for uploading a student photo 

Video Tutorial

Schedule 

Tap on the schedule icon in the navigation bar at the bottom of the DriveEZ student app. This will bring you to the scheduling screen, displaying your current class schedule. 

• View Today’s Date and Schedule: The top of the scheduling screen prominently displays today’s date. Below, you’ll find your classes for the selected date, organized in blocks that show class times, types, and locations. 
• Navigate the Calendar: To view classes on a different date, tap on the calendar icon near the top right. This expands the calendar view, allowing you to select any date to see the schedule for that day. Use the arrows at the top of the calendar to switch months. 
• Review Class Details: Each class block contains detailed information, including the start time, class type (theory or on-road), and location. If the location is provided, a “view map” option may be available to open the location in your preferred maps app. 
• Request Class Cancellation: If you need to cancel a class, tap the “cancel request” button within the class block. This initiates a chat with your instructor to discuss cancellation or rescheduling options. 
• View Upcoming Classes: For an overview of all upcoming classes, navigate back to the dashboard or the scheduling section. This consolidated view helps you manage your time and prepare for upcoming sessions. 

Step 1: Viewing your Schedule through the Dashboard

You can view all your upcoming classes through the dashboard, you can also click on the ‘My Schedules’ button on the left hand side navigation bar to go to the scheduling page.

Step 2: Viewing your Schedule through the Scheduling Page.

From the scheduling page, you can:

1. View your upcoming classes on a daily, weekly, and custom basis. You can navigate these different views through the menu at the stop of the page as directed by the blue arrow.
2. View the location of your class / pickup point, by clicking on the blue button displaying, ‘map’, next to your class.

Step 3: Sending a Cancel Request, Adding / Viewing Class Notes.

You can send a Cancel Request and Add / view your class notes, by clicking on the 3 dots next to your scheduled class.

Clicking the calendar icon in the Action column on the Instructor Listing screen allows users to view the individual instructor’s schedule as shown below: 

• This interface enables administrators to view, manage, and take action on all schedules associated with the instructor. Each row represents an instructor and displays key information including: 

• Session Name: Name of the driving session 

• Dates: Date range for the session 

• Duration: Start and end time of session 

• Instructor: Instructor assigned 

• Class Type: On-Road or Theory 

• Created By: Who created the session (Instructor/Student) 

• Actions: View, Edit, Delete icons where applicable 

 1.3.1.1.2 Edit Schedules  

This will allow users to Edit the schedules of the instructor. Below is a breakdown of its key functionalities: 

• Session Name: Name of the driving session 

• Class Type: selection between Theory Class (classroom-based learning) or On-Road Class (practical training) 

• Date and Time:  

• Start Date & End Date: Defines the session’s duration (here, a single day: 17 April, 2025). 

• Time Slot: Dropdown or input for session duration (e.g., 1.15 hour). 

• Occurrence (Required): Options to set recurrence: 

• All weekday (every weekday) 

• Specific weekday (user selects days, e.g., Thursday) 

• Weekend (Saturday/Sunday) 

• Checkboxes for manual day selection. 

• Location: Text field for the session’s location (e.g., India). 

• Map URL: An optional field to link to a map (e.g.,  Google Maps) for directions. 

• Instructors: Dropdown or search to assign an instructor (e.g., Test Inst Two). 

• Students: Field to enroll students (e.g., test paid fv—likely a placeholder). 

• Slots Detail (Summary): Displays a confirmation section with Date and Time Slot  

1.3.1.1.3 Delete Schedules  

Upon selecting the delete icon from the Action column they will be able to view the delete pop-up. 

• Yes: If you select yes from the pop-up the record will get deleted. 

• No: If you select No from the Pop-up the record will get deleted accordingly.  

1.3.1.1.4 Export Options  

Excel and CSV buttons allow exporting the branch data for offline use or reporting. 

Video Tutorial

Viewing Notifications

Through the Notification page, you can:

1. View Unread, Read, and all notifications, you can further segregate these by choosing the different options through the buttons at the top left of the page, pointed out by the arrow.
2. Mark Notifications as read by, clicking on the small button with the ‘Mail Icon’ to the right of the notification, as pointed outby the arrow.
3. Cycle through pages of notifications by, clicking on the numbered buttons at the bottom right of the page, as pointed out by the arrow.

Changing Notifications Settings

To change your notification’s settings, first, navigate to the settings page by clicking on your account at the bottom left of the page, as pointed out by the arrow.

On this page, you can toggle the different notifications settings, once satisfied, click on the blue sabe changes button to save your new preferences.

Click on the chat icon located in the bottom navigation bar to access the chat section of the DriveEZ student app. Here, you can engage in direct communication with your instructors. 

• View Chat List: The chat screen displays a list of all your ongoing conversations, including both private chats with individual instructors and group chats with class members. 

Send Message 

• Send Message: In the chat window, type your message in the provided text field. You can inquire about class details, ask for clarifications, or discuss scheduling directly with your instructor. 
• Manage Conversations: Keep track of your conversations by regularly checking for new messages. You may receive notifications for unread messages depending on your app settings. 
• Utilize Chat for Scheduling: Use the chat feature to request changes to your schedule, discuss upcoming classes, or communicate about cancellations directly with your instructor for immediate resolution.

Steps

On the DriveEZ dashboard, locate and select the “Communication Tools” option. This section facilitates direct messaging and notifications between staff, instructors, and students. 

To Users  

Option to communicate with individual users 

Users will be able to view below details in the table format:  

• Receiver: Name and contact details of the message recipient. 

• Status + Date: Shows the timestamp of message attempt along with its delivery status: 

• Sent/Failed indicator 

• Mode (SMS/Email) 

• Message: Short preview or the actual message content. 

• Action: Read Message button lets you view the full message details. 

To Branches 

Option to communicate with company branches 

Users will be able to view below details in the table format: 

• Receiver: Branch name and associated email ID. 

• Status + Date: Timestamp and delivery status: 

• Message: A preview or summary of the email content sent. 

• Action: Read Message button opens the full email content or thread. 

1.6.1 Send SMS 

Clicking the Send SMS button in the top right corner allows users to send SMS messages for communication with system users or stakeholders.  

• Recipient Dropdown: A dropdown menu allows the user to select from available recipients. 

• Message Text Area: The user is expected to type the SMS content here. 

• Send Button: When clicked, it will triggers validation (e.g., message not empty) and then sends the SMS to the selected recipient. 

1.6.2 Send Email 

Clicking the Send Email button in the top right corner allows users to send Email messages for communication with system users or stakeholders. 

• Recipient Dropdown: Allows the sender to select the intended group or individual recipients. 

• Subject Field: Captures the subject or title of the message. Essential for clarity, especially if this message is sent as an email or notification with a subject line. 

• Message Field: Used to compose the main content of the message to be sent. 

• Send Button: Triggers the message to be sent to the selected recipients. As per the label, it suggests that the message be sent via email, not SMS, which may require UI correction or clarification.  

Video Tutorial

Step 1: Navigating to your Profile

Click on the button displaying, ‘My Profile’ on the left hand side Navigation Menu.

Step 2: Viewing / Editing your information.

From this Section of the profile, you can View / edit your information. Once satisfied, click on Save changes at the bottom right of the screen to update your information.

Step 3: Viewing / Downloading your Invoices

From this section, you van view and download your invoices / receipts. Simply click on the buttons on the right side of the invoices to download them to your device.

Step 4: Viewing / Uploading your Documents

From his Section you can,

1. View your uploaded documents.
2. Delete your uploaded documents, by clicking on the red ‘trash can’ button, next to your document.
3. Download your uploaded document, by clicking on the purple ‘download’ button, next to your document.
4. Upload new documents, by clicking on the ‘upload document’ at the top right of the page, and then, uploading a file from your computer and giving it a title.