Onboarding new Travelers

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

            Add new travelers into the user directory

            Add new travelers during the booking process

            Add multiple new travelers in bulk through a TravelPerk onboarding agent

Add new travelers into the user directory:

1. Click Users in the main menu
2. Select Create User
3. Fill in the information
4. Click Save 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 (grants access to invoices and reporting)
3. Send your completed spreadsheet to onboarding@travelperk.com and we’ll take care of the rest.

When your new travelers have been added to your account, you will receive a confirmation email, and they will each receive a “Welcome aboard” email like this: