Operating · Business Accounts
Handling Business Account inbound — what the team needs to know
By —·Updated 20 hours ago·0 uses last 30d
Business Accounts — handling guide
A Business Account is a single corporate customer (Sterling Capital Partners, Aurora Ventures, Meridian Holdings as of launch) with multiple authorized riders, bookers, and one designated admin.
Identifying a business booking
- ·Caller mentions a company name, "my EA booked", "charge to corporate"
- ·Pickup or drop-off is a Park Avenue / Hudson Yards / Madison Avenue corporate address
- ·Caller email matches a
@sterlingcap.com,@auroraventures.com,@meridian.famdomain (current launch accounts)
What changes vs. an individual booking
- ·No card on file — the trip is billed monthly to the account. Do not ask for card info.
- ·Cost center may apply — booker may volunteer a code (EXEC, OPS, CLIENT, etc.). Capture it. If the booker doesn't know, default to the account's default cost center.
- ·PO# may be required — Sterling Capital requires a PO# for any trip over $2,000. Ask before confirming.
- ·Policy check — vehicle class + trip cost are checked against the account's policy. If out-of-policy, the booking is queued for approval (not auto-confirmed).
What never changes
- ·The car still arrives at the right minute. Specifics over adjectives.
- ·The driver still doesn't introduce himself unless asked.
- ·Discretion still applies — don't share other riders' info, even within the same account.
In doubt: route to dispatch
"Let me put a person on for that. One moment."