Audience: All users 


Purpose

In this article, we will cover how to tag a trip during the booking process. This allows you to document the purpose for the trip and include details like client, conference or project name. 


Overview

How to tag a trip

Reviewing tags within travel reporting



How to tag a trip

 

Book travel by following these guides and add free text to the ‘Tag’ option during the checkout screens. This page (Additional Information) will show after you click on ‘Book’ and after the ‘Payment and Delivery’ page.


 



 Reviewing tags within travel reporting


In Neo1 you can run travel reports to include ‘Purpose’. This column is linked to the tag function presented within the online booking process. Our team can make this function mandatory. Please reach out to the team to enable this – help@neo1.com. 


Start by selecting a travel report. Click here for the guide how to run a report.

The free text that has been added to ‘tag’ when booking travel will appear under the ‘Purpose’ column.