Creating and Configuring Event Policies

Edited

Once an Event is created, you can add single or multiple Policies. At least one policy is required. Click the Create a Policy button and enter a name. Click on the Policy name to Edit the settings .Policy Settings

  • Number of Travelers: Can be set from 1 to 8 (traveler plus 7 guests) .

  • Max Number of air reservations per traveler: Typically 1 for events, but can be set higher for projects/crew travel .

  • Fare Purchase Rules: Refundable and Non-Refundable can be set to Allow; both cannot be set to Prohibit .

  • Default Airline Class of Service and Advanced Cabin Class Options .

  • Airline Fare Family Options .

  • Prohibit Airline Carriers: Prohibited airlines will not display and are not bookable .

  • Airport & Date Time Settings: Allows managing traveler searches by specifying dates/airports for each Leg (e.g., Leg 1 is outbound, Leg 2 is return). This feature is not configurable if ANY route type is selected .

  • Search by Schedule (default) versus Search by Price (new): Selects the booking experience .

  • Fare Price Controls: Set a cap or a percentage over the lowest In Policy Fare, or both .

  • Payment: Centrally Billed (charged to a single card set up in Settings) or Traveler Pay (travelers use their own card). NOTE: Centrally Billed payment must be set up first .

  • Approvers: One to five Company Admin or Agency Admin can be selected. They must be added to the People section as a Company Admin first .

  • Checkout Questions: Optional (limited to 5) questions for the traveler to answer during checkout .

  • Custom Invite Message: A default message for email invitations.

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