Audience:  Admins and  Arrangers


Purpose

Platform Admins and Arrangers can quickly search and book travel for employees and guest travelers, view and manage all traveler's bookings and store frequently used itineraries as templates.



Tip:  Travelers must have updated their Personal Profile before travel can be arranged on
their behalf. See this article to update personal profile



Overview


Access the travel booking platform

The below steps will select another user. See this article if you want to book for a Guest


Step 1:Click on Travel in menu-bar on the left hand-side or choose Book Travel from the dashboard



Step 2: Click on Book



Step 3: Click on A business employee

Step 4: Click on Confirm





Select your user

You will need to select the user you want to book for. Once you land on the travel booking platform, you have the message Working for yourself in the top right-hand corner under your name. This remind you for which traveler you are currently booking for.


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Step 1: Click on the tile Users you manage


Step 2: Search for the user (you can search by last name) then click on Select


Once you have selected your employee, the top right notification on the screen will update to indicate you are working behalf of someone else. 

Once you see this, you have 'stepped into' this users profile, booking will be exactly the same as if the user is doing this. 

The travelers own form of payment will be used, as will their loyalty programs. Tickets will be issued in their name.


 


Tip:  Before you select a traveler from the the list under Users You Manage you can also
go top right hand corner where you can see who you are working for and click on the dropdown.
Here you can also search for and choose which traveller to book for, and access a list of 
recently managed travellers by selecting Manage Other User.


Book a trip 

Step 1: Click on the Travel tab on top of the page

Step 2: Click on create trip

Step 3: Go to the article: Book a Flight/Hotel/Car/Train if you need help with the steps to book a trip in Neo



Stop managing your user

Once you booked the trip you can close the browser. If you need to book more trip you can choose to stop managing the user and go back to your own view or you can choose to manage another user.


Step 1: Click on the dropdown on the top right hand-side of the page (Next to the name you are working for)

Step 2: Click on Stop managing to go back to your own view or click on Manage other user if you want to book for another user.





Next Steps: To view all company trips see the guide: How to see my Company Trips (as an Admin and Arranger)