Audience: Neo1 Users


Purpose

All users have access to their own user profile, which must be completed prior to booking any travel or purchasing on Amazon Business. You can access this by clicking on the circle containing users initials on the top right hand side. Clicking these will fold out the areas of the profile you can manage.




Step 1: Access your Neo1 user profile


All users have access to their own travel profile, which must be completed prior to booking any travel. You can access this my clicking on the circle  containing users initials on the top right hand side . Clicking these will fold out the areas of the profile you can manage.



Step 2: Personal Information. Here ensure all of your details are correct, and complete any missing data fields.



Pay special attention here to ensure your Date of Birth and Phone Number are complete.


Step 3: Add your home address. This is used in two areas:

  1. Amazon Business - where to send purchases
  2. Travel - defaults the "from" location for when searching for flights. 



Step 4: Add Travel Documents

  • Passport 
  • Known Traveler Number (TSA Pre-check, Global entry etc.)
  • Redress control number
  • Driver's License



Step 5: Add Loyalty Programs - Individual Loyalty programs only

  • Air
  • Rail
  • Hotel
  • Car
  • Train


Step 5: Payment Methods


Here you can add payment methods (such as a Business card, or personal card you wish to use to book travel), or if you have Corporate Card program which is already integrated into Neo1, you can add the expiry number to this card and use this for travel bookings.


To add a new Payment Method, click Add Payment Method




Important: If you wish to use this card to purchase travel, use the toggle switch under Purchase Options to select Use this card to book travel to Yes. 


Note: this toggle switch is useful to manage which card is used for booking travel, and needs to be set before you book. It is useful if you also wish to use Neo1 to book personal travel as you can ensure the spend is on a personal and not business card.


Input the Expiration Date on the card, and select Yes to use the card to book travel. Hit Done when finished.


Step 6: Vehicles - add a vehicle to claim mileage

  • Personal Vehicle mileage reimbursement


Step 7: Integrations - connect to Slack (optional)




Step 8 - Delegations - add a delegate to your profile or access a profile where you have been added as a delegate (optional/ as applicable)