Onboarding new travelers

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

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

Add new travelers defining their settings

When you need to add users to the platform with a specific Travel policy, Approval process, or Cost center, follow these steps:

1. Go to the People tab
2. Click on Invite People
3. Select Add manually instead
4. Fill in the information
5. Press Add person to finish.

Invite travelers by email

When you want to invite users without defining other settings, follow these steps:

1. Go to the People tab
2. Click on Invite People
3. Introduce one or more emails in the modal. We will use the account settings by default. 
4. 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.