Who can use this feature?
- By default, only Admins can create and onboard 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
- Go to the People tab
- Select Add a Person
- Fill in the information
- Press Add person to finish.
Add new travelers during the booking process
- When searching for a service, start typing the name of your new traveler
- Press Register new traveler
- Fill in the information
- Press Add person to finish.
Add travelers in bulk
- Download this spreadsheet
- Fill in the required information. Please make sure 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 (See our article on Roles and permissions if you're not sure)
- Send your completed spreadsheet to agent@travelperk.com and we’ll take care of the rest.
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.