Onboarding new Travelers

There are 3 different ways to add new travelers to your TravelPerk account.

•             Add new travelers to the people directory
•             Add new travelers during the booking process
•             Add multiple new travelers in bulk through a TravelPerk onboarding agent

Add new travelers into the people directory:

1. Go to the People tab
2. Select Add a Person
3. Fill in the information
4. Click Send invite and you’re done! Your new travelers will each receive a “Welcome aboard” email like this:

Add new travelers during the booking process

1. When searching, start typing the name of your new traveler
2. Click Register new traveler
3. Fill in the information
4. Click Save and you’re done! Your new traveler will receive a “Welcome aboard” email

Add travelers in bulk

1. Download this spreadsheet
2. Fill in the required information. Please ensure that the names are exactly as they appear in the official travel documents.
   
   • First name
   • Last name
   • Sex
   • Work email address
   • If they need to be an Admin (Se our article on Roles and permissions if you're not sure)
3. Send your completed spreadsheet to agent@travelperk.com and we’ll take care of the rest.

When your new travelers have been added to your account, they will each receive a “Welcome aboard” email.