FAQ

Short answers to the most common questions. Pick a topic on the left (or above). For click-by-click steps with screenshots, use the guides.

All guides with screenshots →

Calendar, lessons & courses

How do I connect Google, Outlook, or iCloud calendar to Outdrive?

More → Settings → Add calendar. Connect Google (Gmail), Microsoft Outlook, or Apple iCloud. External events then appear in the Outdrive calendar.

How do I block times for online booking?

With availability and exceptions, Outdrive appointments (including courses), or external calendars with “Block availability”. Which option fits when is covered in the online booking and availability guide.

Online booking & availability guide →

How do I create a course?

First set up a template under More → Offer & training → Course templates (starters e.g. VKU, first aid, CZV). Then in the calendar tap «+» → «Course», confirm dates and save. Enroll participants on the course and record attendance there. Step-by-step with screenshots in the course guide.

Course guide with screenshots →

Can I schedule driving tests in the calendar and bill them?

Yes. Schedule driving tests in the calendar (detail view and type). Optionally assign a service — then the amount appears on the next invoice. Without a service the test stays scheduled but is not billed.

How do I create resources such as vehicles and assign them to appointments?

More → Settings → Resources. Create vehicles or trailers and assign them on appointments or lessons. Double-booking the same resource is blocked.

How do I set up automatic reminders for lessons and exams?

More → Settings → Notifications. Set up automatic email or SMS reminders for upcoming lessons and tests.

Can GPS tracking start automatically for lessons?

Yes. More → Settings → GPS tracking: Off, Ask, or Automatic for synced lessons today and tomorrow. Set start/end offset and check planned starts there. Continues with the screen locked; remaining minutes show on the lock screen.

GPS autostart guide →

Team & security

What team roles exist and what can they do?

More → Team: invite members and pick a role — Owner, Administrator, instructor, instructor with calendar share, instructor with calendar view, or accountant. Business info, services, and invoice design default to admins; grant individual instructors view or edit. Optional balance, payments, or next invoice without the full invoice list. Password links, email changes, and re-invites in Team; deactivate without losing data.

How do I add more driving instructors to my organization?

More → Team → invite and pick a role (e.g. Administrator, instructor, accountant). Invitees work in the shared workspace; members can be deactivated without losing data.

How do I protect access with two-factor authentication?

More → Settings → Security: turn on two-factor with an authenticator app and keep recovery codes. View active sessions and sign out other devices. Owners and admins can require two-factor for all staff.

Students & booking

Can students see their training progress and my topic ratings in their portal?

In the student platform: appointments, invoices, homework, and — if recorded — GPS routes. Assign homework from the digital training card. Topic ratings (phases and exercises) in the Outdrive app; optionally print a score sheet. There is no live view of topic ratings in the student platform yet.

How do existing customers sign in to the student platform?

Customers in Outdrive and the student account are linked by the same email. Easiest: add the email on the customer and use «Invite to student platform». Or they register themselves with that exact address. Saving the email alone is not enough. Sign-in uses a magic link, with no password. If the link is wrong: open the customer → edit → «Link user».

Are customers notified automatically when a lesson is scheduled?

Yes. With an email on file, customers get time, place, and instructor when a lesson is newly scheduled. Can be turned off per student.

What does the student platform / online booking cost?

The student platform costs CHF 0.40 per booked lesson. No hidden package prices. Homework, invoices in the student platform and viewing recorded GPS routes are included at no extra charge.

Invoices & products

How do I create an invoice for lessons and driving exams?

When adding a lesson or test, assign the matching service. Line items land on the next invoice automatically. Open the invoice, review, finalize, then send or print.

Does Outdrive support Swiss QR-bill invoicing?

Yes. Invoices are issued as Swiss QR bills. Customers pay via QR in their banking app — no manual entry of payment details.

How do I set up IBAN / Swiss QR for invoices?

Under Banking select the account → account menu → Invoice via QR code. Enter IBAN and QR-IBAN, then save. You can then issue Swiss QR invoices.

Swiss QR setup guide →

How do I add a new product?

More → Products → + top right. Set name and price (e.g. insurance or admin fee). Then add it as a line on the student’s next invoice.

One-time fee / insurance guide →

How do I add a product or insurance for a student?

Best practice: create a product once, then Customer → Further information → Next invoice → + New line → pick from products. Save; it appears on the next invoice.

One-time fee / insurance guide →

How do I create a payment reminder or dunning notice?

Under Invoices → Unpaid open the invoice → three-dot menu → Create reminder. Choose payment reminder or dunning notice, save, then send by email if needed (three-dot menu → Send).

Reminder / dunning guide →

How do I charge a late fee?

On the customer under Next invoice add a new line (e.g. “Late fee”) with a price and finish the invoice. Then open the invoice under Invoices → three-dot menu → Create reminder (e.g. 1st reminder) and send it to the customer.

Reminder / dunning guide →

How can I delete an invoice?

Under Invoices open Unpaid or Paid, select the invoice → three-dot menu → Delete and confirm. Unusual booked cases: contact support@outdrive.ch.

Banking

How does CAMT statement matching work?

Under Banking select the account and upload your statement (camt.054 / CAMT .xml 053/054, .054 or ZIP from e-banking). Outdrive matches transactions to open invoices; you confirm hits.

CAMT matching guide →

How do I record an e-banking or cash payment manually?

Open the customer → Further information → Payments → +. Choose bank account or cash desk, enter the amount and save. The open invoice balance is reduced accordingly.

Expenses

How do I record expenses and receipts?

Under Expenses, add entries with category, amount, and optional receipt photo or PDF — e.g. fuel, service, or rent. Values feed reports and accounting.

Plans & billing

Is there a free plan?

Yes. Free plan forever free: 3 lessons and 3 invoices per month plus core features (calendar, courses, Swiss QR, accounting, banking, GPS, reminders). Need more volume: upgrade to S, M, L, or XL — details under Pricing.

How is the Outdrive subscription billed?

Subscribe in the Outdrive web app: billing via Stripe. In the iOS and Android apps, Apple or Google Play subscriptions apply.