Create a guest profile on TravelPerk

• Only Admins can use this feature

There are 2 ways to create a guest profile on TravelPerk:

Invite a guest

• Invite guests who need access to the platform and need to book their own trips.
• They'll have to activate their account before they can start booking trips. 

Add a guest manually

• Manually add guests who need to book trips or be added to trips immediately.
• You can decide if they have access to the platform or not.
• You can add their personal details. 

Guests must be assigned to an approval process where all trips need approval.

For more information, go to the Approval processes for guests section of this article. 

Invite a guest

1. Go to the People page
2. Click Invite people
   
   
   
   
3. Enter the guest's email address and decide if you want to add a custom message
4. Next to Invite settings, click Edit settings
   
   
   
   
5. Under Role, select Guest from the list 
   
   
   
   
6. Under Approval process, select an approval process where all trips need approval
   
   
   
   
7. Click Save settings
8. Click Send invite

The guest must activate their accounts using the link in the welcome email before they can be added to trips or use the platform.

Add a guest manually

1. Go to the People page
2. Click Invite people
   
   
   
   
3. At the bottom of the form, click add manually
   
   
   
4. Select if you want the guest to have No access or Allow access
   
   
   
   
5. Add the guest's email and personal information
6. Under Role, select Guest from the list 
   
   
7. Select the account settings and under Approval process, select an approval process where all trips need approval
   
   
   
   
8. Click Add person 

Once the new guest profile is created, they can be added to trips immediately.

Approval processes for guests

• Guests must be assigned to an approval process where all trips need approval.
• Guests with platform access can't see or select any settings when booking trips. If billing details are missing, the approver needs to add them.
• If you delete the approval process assigned to a guest, they won't be able to book any trips. They'll need to contact an Admin to be assigned to an approval process and continue with the booking.
• Automatic approval processes for guests are not available.
• Guests can be assigned to multiple approval processes.