Only admins can use this feature
You can add new travelers to your TravelPerk account in three ways:
Add new travelers after defining their settings
- Go to the People tab
- Click on Invite People
- Navigate to the bottom of the modal and click add manually
- Define details, roles, invoice profiles, and other settings
- Complete the information
- Click Add person
Travelers added this way can be added to trips immediately.
Invite travelers by email
This method lets you invite multiple people at once and include a custom message in the welcome email.
- Go to the People tab
- Click on Invite People
- Enter the email addresses you want to invite
- Optionally, click Add custom message and enter your message
- Click on Send Invite
Travelers invited this way will have the default account settings, which can be changed later or at the time of invite by editing the invite settings. They need to activate their accounts using the link in the welcome email before they can be added to trips.
Add new travelers during the booking process
- When searching for a service, start typing the name of your new traveler
- Click Register new traveler
- Fill in the information
- Click Add person
By default, travelers will receive a welcome email inviting them to start using the platform. If you're using Single Sign-On (SSO), make sure that it's not mandatory to log in.