Audience: Neo1 Admins Purpose
Neo1 setup for travel starts with two simple steps: load users and update traveler profiles.
For those teams who don't desire customization (travel policy and/or approvals, email notification management, add a company level loyalty program, add a company level payment method) these two steps are the only required setup items in order to get your team in the system and booking travel.
When updating traveler profiles, at a minimum the personal information and payment method sections must be completed prior to attempting a booking.
Once these updates are in place, you are ready to book travel. For additional traveler resources, see the travel section of our Knowledge Base.