How to Use Traveler Lookup

Edited

The Traveler Lookup section displays a list of Company Profiled Travelers across the agency .

Search and Filter: You can search and filter the list by Role.
Display Settings: Traveler Profile rows per page can be adjusted to 20, 50, 100, or 200.

Traveler Details

Clicking on a traveler profile row or the > symbol displays more detail, defaulting to Trip Invites. Invite data shows status, Company Association, Events, Policies, and Bookings.
Clicking on a specific Traveler Invite row displays the traveler's profile data along with Company Data, Event, Policy information, and Trips booked.

Booking Options from Invite Details

From the top header of the Invite Details page, Agency Users have multiple booking options :
- Book on behalf of the traveler (with full policy enforcement) .
- Copy the unique URL to send or text the traveler .
- Book as an Admin (bypasses most policies for c-Suite/VIPs and allows car and hotel booking) .
- Create a PNR (shell PNR) directly in the GDS .

Trip History

Click the Trips button to view associated trips and their status .
You can filter trips by All, Previous, Upcoming, Company, Event, and Policy.
Clicking on a trip row displays the trip�s detail, allowing the Agency User to view booking details, history of booking events, Cancel Trip, and access a Trip PDF.

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