Page Comparison

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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, and each department may only want to see bookings related to their specific department. In this case, you will want to create separate guest accounts for HR and Finance. When creating Guest Traveler, make sure to use the following criteria when naming the profile First Name: Guest Last Name: Traveler Email/User ID: guest@companydomain.com If you need to create more then one guest account for example specify department, or name, see below examples guestHR@companydomain.com guestFinance@companydomain.com guestVIP@companydomain.com

Options

Guest Setup Option 1

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 the ability to change traveler name on the purchase page Click Services Tab Click Display Configurations Image RemovedImage Added Click Display Configuration List Image RemovedImage Added Copy display configuration that best matches what you would like to mirror Click Copy to the right of the display configuration Image RemovedImage Added Update Configuration Name: Guest – Display Image RemovedImage Added 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” Move to the bottom of the screen and click Save Now you will need to add the Guest Display Configuration to a Set. This 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 Image RemovedImage Added Click Save Image RemovedImage Added
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 uncommitted changes you have made. Click Commit Image RemovedImage Added You have successfully committed all changes Image RemovedImage Added
Create Guest User Account	When creating Guest Traveler, make sure to use the following criteria when naming the profile First Name: Guest Last Name: Traveler Email/User ID: guest@companydomain.com If more then one specify department, or name as in below examples guestHR@companydomain.com guestFinance@companydomain.com guestVIP@companydomain.com Assign delegates to Appropriate Guest account Important: Inform clients to not change the name within the guest profile, this will affect the booking process, and may cause issues with finding the account. Name will be asked for along with the traveler's personal information on the purchase page.