As an administrator, you can use the Partner Dashboard to set up guest traveler profiles in the same way as user profiles. The guest traveler's delegate can then book travel for the guest, or the administrator can impersonate the guest traveler to book travel for the guest. A best practice is to define delegates in your organization who can book travel for others (see "Setting Delegates" in Editing a User Profile), and then create a guest traveler profile for each delegate to use as they need.
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Tip: If your agency has gender and date-of-birth (DOB) as mandatory on the site, these fields will be mandatory for the guest traveler during this process. You can allow these fields to be populated on the Purchase page rather than including default values for them, as guests vary in gender and DOB. To change the field settings, see Profile Field Settings (under the Settings tab of the Partner Dashboard). You can temporarily mark the gender and DOB fields as not mandatory. Once the fields are no longer mandatory, edit the guest user profile to populate the other required fields, and save your changes. You can then return to Profile Field Settings configuration and make the gender and DOB fields mandatory again.
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1.2 Configuration to Allow Name Change on the Purchase Page
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- Enter the traveler’s trip requirements:
- After trip requirements have been selected, the Review your trip page displays
- Review your selections. If you are ready to book this itinerary, click the Continue button at the bottom of the page. The Travel | Purchase Trip page is displayed requesting additional traveler information.
- After reviewing the trip, click the Purchase button if you are ready to purchase this itinerary. A Confirmation page will be displayed.
- Sign out of the impersonation or Delegate session by clicking the User Name and then Close at the top of the page.
2 Additional Considerations
Several other areas may also need consideration when using the Guest Traveler functionality.
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