Step 1 — Complete your company details
Add your company address and VAT number
- Go to Account settings
- Under Companies, you’ll see a default with your company name
- Click the 3 dots and then Edit details
- Fill in your company’s details
If your company has more than one legal entity, you’ll need to add a new company for each entity to your account.
This will help you manage people and payments for each legal entity and make sure your trips are invoiced correctly.
To learn more about companies, see Add, edit or delete companies.
Add your language and currency preferences
- Under Account, select Preferences
- Click Edit
- Update your language and currency preferences
All travelers can change their preferences on their personal profile.
Step 2 — Set up a payment profile
You’ll need to add a payment profile to your company’s TravelPerk account to pay for your trips. Payment profiles define how and when you’ll pay, which currency you'll pay in, when we’ll invoice you for these trips, and who we'll invoice.
Travelers can be assigned to a specific payment profile or given the option to choose from multiple profiles.
You can have multiple payment profiles, but each profile can only have one payment method.
Most companies use a credit card to pay for their trips. To add a credit card, follow the steps on Create a new payment profile.
Premium and Pro customers can set up SEPA, direct debit, top-up payments and monthly invoicing by contacting their Account Manager.
To learn more about payment options, see Paying for trips on TravelPerk.
Step 3 — Add your travelers
There are several ways to add new travelers to your company’s TravelPerk account:
- In bulk:
Step 4 — Set up travel policies or approval processes
Premium and Pro customers can manage their company’s travel spend by creating and assigning travel policies and approval processes for all employees and/or specific travelers or groups.
Set restrictions on the maximum cost, cabin classes, star ratings and booking deadlines for flights, hotels, trains, and cars.
To create a travel policy, follow the steps on Create or edit a travel policy.
Decide if you want trips approved by someone in your company before we book them.
To set up an approval process, follow the steps on Set up an approval process.
Step 5 — Start managing your company’s business travel
Now you can start managing all your business travel and travelers in one place. Here are some Help Center articles you might find useful:
- Book a flight
- Book a hotel
- Approving a trip
- Change or cancel a trip
- Managing cost centers
- Track your business travel spend
- Use labels to manage your travel expenses
- Integrate TravelPerk with your company’s tools
- What is FlexiPerk?
To get your travelers started on the platform, share the Getting started for Travelers guide.
This guide helps travelers learn how to manage their account settings, create and book trips, add loyalty programs, and many more features.
Don’t forget that our Help Center is here to guide you through the TravelPerk platform and its features. If you have any other questions or need help with a booking you can contact our Customer Care team 24/7.
If you need help after reading this guide, reach out to your Account Manager and they can assist you with the process. If you don’t have an Account Manager yet, request a demo.