Book on Behalf of Traveler Tool

Edited

The Book tool allows the Admin User an alternative, streamlined method to book a traveler without navigating the full Event, Policy, and Invite flow. Booking Steps

  • Search for a traveler or Add a New Traveler.

  • Select the Event and Select Policy.

  • Choose the booking link type :

    • Traveler Link: Adheres to all policy enforcement (Warn, Prohibit, Require Approval) and is limited to air booking. **

    • Admin Link: Bypasses full policy enforcement by moving every policy control (WARN, REQUIRE APPROVAL, and PROHIBIT) to simply WARN. This allows unrestricted booking (with warnings displayed) for air, hotel, and car rentals. This link is commonly used for VIP, C-Suite, or white-glove service. **

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