Onboarding new travelers

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

•             Add new travelers after defining their settings
•             Invite travelers by email
•             Add new travelers during the booking process

Add new travelers after defining their settings

This method allows admins to define the Approval Process, Cost Centre, Role or Travel Policy, before adding a traveler. Travelers created using this method are immediately available to be added to trips.

1. Go to the People tab
2. Click on Invite People
3. Click define details, roles, invoice profiles and other settings
4. Fill in the information
5. Press Add person to finish.

Invite travelers by email

This method allows admins to invite multiple people at once. It also allows admins to write a custom message that will be included in the welcome email sent to the invited persons.

Travelers created using this method will be given the default account settings, these settings can be changed at any time from their profile. Invited travelers will need to activate their accounts (by following the link included in the welcome email) before they can be added to trips.

1. Go to the People tab
2. Click on Invite People
3. Enter the email(s) you want to invite into the area provided
4. Optional  Click Add custom message
5. Optional  Enter your message in the area provided
6. Click on Send Invite

(!) If you are using SSO make sure that: it is not mandatory

Add new travelers during the booking process

1. When searching for a service, start typing the name of your new traveler
2. Press Register new traveler
3. Fill in the information
4. Press Add person to finish.

Good to know: Unless you’ve specified not to when you add new travelers to your account, they will each receive a welcome aboard email inviting them to start using the platform.