Who can make bookings? Active Travelers can make bookings on their behalf directly within Junction One. Only Travel Managers and Travel Bookers can make a booking on behalf of another User. There are two ways to manage book travel:
- Book Travel (Quick Booking)
- Plan Trip (Comprehensive Booking)
In this guide, we will discuss 2. Making a Trip Plan
Method 2 - Plan A Trip
Users can plan a trip, managing individual elements and Travelers before making a final reservation. This method is useful when Users want to:
- Get an estimate on the total Reservation costs of a Trip before submitting a Booking.
- Manage multiple travelers with different departures or requirements.
Steps to Plan a Trip:
- Go to Plan Trip Side-bar Dashboard > select "Plan Trip"
- Input in the Trip Name, Dates of Travel.
- Invite Travellers that required on the trip or activity.
- Click the “Create TripBoard”.
- Add a Reservation (Flight, Hotel, Train or Car)
- Select the Traveller(s) that are part of the reservation.
- Input any of the required or mandatory information that is configured for the organization as normal to complete the Reservation process.
- Add additional Reservations (car, hotel, flight) as required.
Tip: Want to add additional Travelers to your TripBoard after it's created?
You can add additional travellers using the Invite CoPilot function. More info here.
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