Presentation on theme: "Welcome to Travel Incorporated’s Concur ‘Experienced User’ Webinar"— Presentation transcript:
1 Welcome to Travel Incorporated’s Concur ‘Experienced User’ Webinar
2 AgendaWhat’s CoolWhat’s On Your MindWhat’s NewWhat’s On The Roadmap
3 What’s Cool Cool Functionality Post Ticket Changes (exchanges) Using Southwest Unused Ticket CreditsSeating – seat selection and upgradeArranger View
4 What’s CoolPost Ticket Change – Available on most eTicket carriers and Southwest Direct ConnectSelect the ticketed trip you want to change.
5 What’s Cool To the right of each flight there is a ‘Change’ link. Click on Change.A box will display for you to add your new flight date, timeand cities. Click ‘Search’.
6 What’s CoolThe user selects the original outbound flight. This is because thenew fare must be priced based on the original fare. The star iconindicates this flight was on the original itinerary.Select the ‘Quote for Price’ radio button.
7 What’s CoolConcur displays the original outbound flight. Next, pick the newreturn flight.
8 What’s Cool Concur will price both flights together. Select ‘Quote Flight Choices’.
9 What’s CoolConcur will display the exchange fare details. To proceed with the exchange,select ‘Purchase New Flights’. If you select ‘Cancel Flight Exchange’ then thetrip remains as originally booked.
10 What’s Cool Please note: If your original ticket was issued within the last 24 hours,a better business decision may be tovoid the original ticket and make anew reservation. If this reservationwas ticketed today and voided,$ would return to the card.If you exchanged it, you would paythe difference between the originaland new fare plus the $200exchange fee.
11 What’s CoolTo void a ticket, find the reservation in ‘Upcoming Trips’ and clickon ‘Cancel Trip’.
12 What’s CoolYou can also select ‘Cancel Entire Trip’ in the Trip Overview section.
13 What’s CoolAfter selecting to cancel the trip, Concur provides a warning thatyour trip is about to be cancelled. To cancel click OK.
14 What’s CoolIf your ticket is still within the void window (usually 24 hours),Concur will prompt you to ‘Void ticket and cancel trip’ or‘Return to Travel Center’ to back out of cancelling thereservation.
15 What’s CoolWhen your flights have been successfully cancelled and ticketvoided, Concur will display the following message:
16 What’s Cool Using Southwest Unused Ticket Credits If a traveler has a ticket credit from a previously cancelled Southwest reservation inConcur, it can be applied towards the purchase of a new ticket. Existing credits willdisplay here or you can add a new one byclicking ‘Add Ticket Credit’.Please note: Concur will automatically postunused ticket credits here for reservationsthat were cancelled in Concur Travel. If auser cancels a Southwest reservation outsideof Concur Travel then the user can either addthe ticket credit to their Concur profile to useon a future reservation or click on the ‘AddTicket Credit’ link to use it for the current trip.
17 What’s Cool Simply add the 3 fields of information and select ‘Add Ticket Credit.’ The Southwest Record Locator is required.
18 What’s CoolAfter adding your unused ticket credit(s) you will see themdisplay on the page. You can select up to 2 unused ticket creditsto apply to a new reservation.Valid UntilValid Until
20 What’s Cool If you select unused ticket credit(s) to apply to your new reservation, Southwest will book your new flights and apply thecredit(s) to your new fare. You will see the fare break downwhen credits have beenapplied. For this trip, a $50 unused ticketcredit was applied to a newfare of $ The addcollect is $96.70.
21 Here’s a Tip! Look at the seat map! What’s CoolSeating – Seat Selection and UpgradeSeat SelectionConcur will automatically assign a seat based on:Profile preferenceYour frequent flyer status with the carrierCarrier still has seat pre-assignment open for that flightYou can also access the seat map after booking your flight andchange your existing seat assignment!Here’s a Tip! Look at the seat map!
22 What’s CoolCheck your profile to insure your seat preference is stored.After selecting a seat preference from the drop-down menu, click on Save anywhere in the Concur profile. This information will also sync to your Travel Incorporated profile so that your seat preference can be referenced when you make a reservation with one of our travel consultants!
23 What’s Cool Seating – Seat Selection and Upgrade Upgrade Tip! With a few exceptions (American Airlines and Virgin Atlantic), carriers will perform an automatic upgrade check based on the traveler’s membership program level. That level determines how far in advance of the departure date the carrier will auto-request your upgrade. Upgrade requests are made after the original ticket is issued.Tip!If you have placed a reservation on hold in Concur and contact the airline to request the upgrade because your membership program level allows immediate upgrades, please refrain from requesting until after your ticket has been issued. Otherwise, Travel Incorporated will have to change the flights back to coach in order to issue your ticket at the lower coach fare.
24 What’s Cool Arranger View The default view has the drop-down list to select the traveler’s name inthe upper right corner of the page.Select ‘Arrangers’ to change to the Arranger View.
25 What’s Cool Arranger View The drop-down list for selecting a traveler is now onthe left side of the page. Select a traveler in the‘Choose a Traveler’ drop-down. If you have the‘Self-assigning assistant’ permission, click ‘Search’ tofind a traveler that is not in the drop-down list.Add your search parameters and click ‘Search’ to beginthe booking process!
26 What’s Cool Arranger View The Arranger View offers cool functionality for arrangers! In themiddle of the Home page find ‘Upcoming Travelers’ and searchfor trips by date or date range. In this example, there are notravelers the arranger assists that are traveling on 9/3/2014.You can alsocheck theweather…..
27 What’s Cool Arranger View In the date range of 5/1/2014 through 5/19/2014, the arrangerhas 3 travelers with trips.
28 What’s Cool Arranger View Click on one of the traveler’s trips to review or update.A menu is displayed for thearranger to select a Trip Action.
29 What’s Cool Arranger View Click on the ‘I’m Assisting…’ tab. All travelers associated to the travel arranger will be displayed. Click on one of the names to see a quick view of the traveler’s preferences before booking his/her trip.
30 What’s Cool Arranger View The traveler’s preferences are displayed. Click on Edit to make changes to thetraveler’s profile.Please note: ability to update a profilecomes with being able to make areservation as an arranger.
31 What’s Cool Arranger View Also from the ‘I’m Assisting…’ tab, click on the ‘X’ to remove a traveler from your list. You don’t have to wait for the traveler to remove you as an arranger from their profile. You can do it yourself!
32 What’s Cool Arranger View In the upper right corner of the screen, click Make this my homepageto make the Arranger View your default view.You can also go to ‘System Settings’ in your profile.In the ‘Other Preferences’ section, select ‘Travel Arranger View’. Clickon ‘Save’ at the bottom of the page.
33 What’s On Your Mind Canceling flights 1) You can cancel from the Home Page2) You can also cancel from theTrip Overview section
34 What’s On Your MindChanging a ticketed reservation in Concur – known limitationsMultiple carriers in new and old itinerary – not supportedOnly available for etickets and carriers that support RapidReprice (ticket change technology). FYI, most all U.S. carriersand many international carriers support Rapid Reprice.Tickets with more than 4 segments/coupons - not supportedMultiple passenger reservations - not supportedTo make changes to more complicated ticketed reservations,please contact your travel consultant for assistance!
35 What’s New‘No Results Found’ messaging changed to include what could be causing the issue.Car Daily Rate displays will now show a total estimated cost.Amtrak - Updated Messaging For Refund Policy
36 What’s NewSouthwest routes to Mexico and Caribbean now available
37 What’s NewNew TravelFusion carriers: Singapore Airlines, Cathay PacificNew configuration option to not show ‘Your trip does not have any car or hotel reservations’ prompt if a car or hotel is not booked. FYI, if prompt is disabled then all users will not see this message.
38 What’s NewHybrid cars are now supported in Concur Travel
39 What’s On The RoadmapSponsored Guest Travelers – this feature will allow a company to have profiled travelers who are not employees. This can be helpful for travelers that are contract workers. A special permission is required to create sponsored guest traveler profiles. This feature includes an expiration date field to limit bookings after a certain date.If no seat is assigned according to profile preference, Concur will automatically open the seat map for the user to select a seat. It will ensure 2 things: the user is aware they need to select a seat AND the user will know whether they are able to have their preferred seat type assigned (aisle, window, etc).
40 What’s On The RoadmapSupport for Microsoft IE v7.0 browser for Concur products will end December 31, Clients using IE v7.0 are strongly advised to upgrade to v8.0 or higher no later than August 1, 2014.Beta begins for new User Experience (UX) in October New UX will provide greater simplicity and ease of use in booking travel. New UX will go live beginning Nov/Dec 2014.
41 Thank you for attending Travel Incorporated’s Concur ‘User Experience’ Webinar.You can find upcoming webinar information in your Corporate Travel Portal, Concur Company Notes page, or Globalsite!