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World Travel, Inc. Concur Online User Guide

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Presentation on theme: "World Travel, Inc. Concur Online User Guide"— Presentation transcript:

1 World Travel, Inc. Concur Online User Guide
Booking a Trip on Concur This document provides the basics for getting started using Concur Travel. It is not a full-featured user guide, but will explain the basics for you. Your WELCOME SCREEN: If you have unused tickets, you can click here to see details. If you are booking for yourself or someone else Your company information is here.

2 How to Change Profile ACCESSING YOUR PROFILE
Click here to access your profile Update your Frequent Traveler numbers

3 Assigning a Travel Arranger or Assistant
You may need a travel arranger or assistant to use Concur to book on your behalf. Here’s how to give them permission to reserve travel for you. Once you sign in to Concur, go to your Profile section. 2. Towards the bottom of the Profile section (just before the Credit Cards box) you will see the Assistants and Travel Arrangers section. Click on “Add an Assistant”. 3. Click Save. You have just completed adding an Assistant who can book on your behalf. When they log into Concur, they will be able to see a dropdown box containing all the people they can book for.

4 How to Administer Travel for Someone
1. Click Profile. Then Administer Travel For: 2. Type in any portion of the person’s name you wish to administrate travel for (i.e. First Name, Last Name, , etc). As you begin to type the person’s name (in this case, “Never”) you will get a dropdown list to choose from. Choose from the dropdown and the name will appear in the Assistant box. KEEP IN MIND: You will only see travelers that you are assigned to book travel for.

5 How to Administer Travel for Someone
Here is where you will see the name of who you are administering travel for. Must end the admin session from the profile tab when finished administrating travel for someone else

6 How to Administer Travel for Someone
If you have guest booking permissions to book travel for guests you would click to do so

7 World Travel, Inc. Concur Online User Guide
In this example, we are dates, and times. For car reservation click “Pick-up/Drop-off car at airport For Hotel, determine if you need a hotel near the Airport, a specific Address, or Company Location (this option will allow your travelers to find a hotel near offices your company has provided to World Travel, Inc) or Reference Point/Zip Code (i.e. Empire State Building, ) Searching by Price will provide options showing your outbound flights, return flights and price, all in one screen. Searching by Schedule will provide options with your outbound flights first; you make your choice. Your return flights will appear; you make your choice. Then, you will get your roundtrip airfare booking an Air, Car, and Hotel trip. Enter the departure and arrival cities,

8 FILTERS World Travel, Inc. Concur Online User Guide BOOKING YOUR AIR
You can print or these results without booking any flights. “Matrix” – This view shows the airline and number of stops. FILTERS On the right-hand side of the availability screen you will see a set of FILTERS. These FILTERS are found on each page; Air, Car, and Hotel. You can: Change any portion of your flight search, without starting all over Restrict viewing any Propeller Planes Avoid connecting through certain cities ….and more

9 SEAT SELECTION World Travel, Inc. Concur Online User Guide
CHOOSING A FLIGHT (after clicking “Show Details”) View aircraft seat map. WiFi can be pre- purchased on the itinerary page of the reservation process. Select your flight. Other details you can find on this page: Equipment (i.e. aircraft – Airbus A /200 Series) Flight duration Class of service Fare Rules SEAT SELECTION All light blue seats are available. Dark blue seats are preferential seating. Choose a seat, click “Select Seat” at the top of the screen.

10 Review and Reserve Your Flight
Click edit to go to edit information in your profile. You will have orphaned trip once you do this that will need to be completed from the travel home page. Please review fare rules before hitting “Reserve and Continue.”

11 BOOKING YOUR CAR World Travel, Inc. Concur Online User Guide
From your Matrix, you can choose a car by vendor and car size. Click the SELECT button for the car you are choosing. Other available details on your CAR page: Print or options without reserving anything Clicking “more info” will provide details of that particular location such as address, local phone number, hours of operation, special equipment, and much more Filters

12 Review and Reserve Car Search
This is new feature. This will only appear if you company has configured to allow an FOP for car rentals.

13 World Travel, Inc. Concur Online User Guide
BOOKING YOUR HOTEL Your hotel map will show a red pin, which represents where you asked Concur to find your hotel (Airport, Address, Company Location or Reference Point / Zip Code). The numbered pins around correspond to the hotels under the map. (see below) Once you find the hotel you’d like, click “Choose room” to see more details. ALWAYS CHECK THE CANCELLATION POLICY. Click Select.

14 Review and Reserve Hotel Search
This new feature allows the guest information to be verified. Click on the “I Agree” box to accept rate details and cancellation policy. Be sure to scroll through this and read before accepting.

15 World Travel, Inc. Concur Online User Guide
FINALIZING YOUR RESERVATION Your next screen will show you a snapshot of what you’re holding: Air, Car, and Hotel. Click NEXT at the bottom of this screen. Note: You will be able to make any changes to your itinerary prior to finalizing.

16 World Travel, Inc. Concur Online User Guide
TRIP BOOKING INFORMATION Your Trip Name is pre-populated by Concur. You may change this if desired. Examples of Trip Description are: “Sales meeting in Chicago,” “Client Visit,” etc. Comments for the Travel Agent – Provide any information you’d like to share with your agent (Keep in mind that this may incur additional charges, depending on your company’s set-up). You may send an copy of this itinerary to someone under Send a copy of the confirmation to: At the bottom of the screen, click NEXT.

17 Confirming Your Total Estimated Cost
Your trip will not be completed until selecting the “Purchase Ticket” button. If approval is required for the trip it will say “Confirm booking.”

18 You have successfully booked your trip!
World Travel, Inc. Concur Online User Guide TRIP BOOKING INFORMATION Your itinerary will appear one more time with the information you just added under your Trip Booking Information page. Go to the bottom and click “Purchase Ticket”. You will see: You have successfully booked your trip! Need Help? Contact the World Travel, Inc. Online Helpdesk. Please ensure your travelers are using Internet Explorer 8, 9, 10, or 11, or Chrome, Mozilla Firefox, or Safari (Mac only).  The new Concur User Interface will not work on Internet Explorer 7 or other older browsers.


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