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. Click People in the main menu
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. Start by creating a new trip
2. Enter the name of your new traveler
3. Click Register new User
4. Fill in the information
5. Click Save and you’re done! Your new travelers will each receive a “Welcome aboard” email like this:

   

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
   • Middle Name (Optional)
   • Last Name
   • Gender
   • Work Email Address
   • Admin Rights (Roles and permissions on TravelPerk)
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 like this: