Page Comparison

Task

Process / Helpful Hint

Benefit

• Allows Guest booking access to one or more individuals within a company

• Ability to control bookings for a non-profiled traveler

Tips

• Accounts with delegate access to the guest account will have access to all travel purchased within the account

  • Best Practice: Create multiple guest accounts 

    • For example: Your client may have an HR and a Finance department, they may not want to see bookings for the specific department. You will want to create a guest account for HR and Finance.

Task

Process / Helpful Hint

Create Guest Group

• Setting up and Managing Groups

Enable Change Name on Purchase Page

• Set up Display Configuration for Guest traveler Group

  •  Setting up and Managing Display Configurations

•  Enabling ability to name change on the purchase page

  • Click Services Tab

  • Click Display Configurations

• Click Display Configuration List

• Copy display configuration that best matches what you would like to mirror

  • Click Copy to the right of the display configuration

• Update Configuration Name: Guest – Display

• Move down to Enable User to change the Traveler Name on the Purchase page and click the radio button next to “Yes”

•  Another option will appear: Default the Change Traveler option to check. Click “Yes”

• Moved to the bottom of the screen and click Save

• Now you will need to add the Guest Display Configuration to a Set. Which allows you to add it to the Rules.

•  Click Display Configurations Sets

•  Click Add a New Display Configuration Set

• Name Set: Guest Display Config

• Click Add Config

• Click Save

Set up Service Rules

• Travel Service Rules

Commit Changes to Site

• Click Changes not applied at the top of the screen

• You will see all changes you have made, you will need to Click Commit

• You have successfully committed all changes