Guest Booking

Overview

Guest Booking offers the ability to book on the behalf of a non-profiled traveler. This document will present three options allowing the client to make the best decision based on their company needs.

Benefits and Tips

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.

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 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

Guest Setup Option 2

Task	Process / Helpful Hint
Create Guest User profiles for each Traveler	Follow the same steps as Option 1, but you will create a guest profile for each individual employee You will then need to assign the employee’s profile as a delegate to the guest profile you created for them Note: Not Recommended as it is a huge upkeep

Guest Setup Option 3

Task

Process / Helpful Hint

Allow all travelers to book for guest

Enables the ability for all travelers to change the traveler’s name on the purchase page, and book for guests

Set up Display Configuration for Guest traveler Group
1. Setting up and Managing Display Configurations
  - Move down to Enable User to change the Traveler Name on the Purchase page and click the radio button next to YES
Note: Opens up access for employees to book none work related travel, such as family travel