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Use Templates to Simplify Travel Bookings

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Create a template for recurring trips to speed up the reservation process and avoid having to start from scratch. 

  • From the Travel home page, locate the trip on the Upcoming Trips tab:  
    1. Click the trip name to open your itinerary
    2. In the Trip Overview > I want to section of the itinerary, click Create Template. The template page appears
    3. Make any changes, delete segments, and add other segments as needed
    4. Click Save
    5. The template is now available using Travel > Templates (on the sub-menu).
1 Comment
steiergroup
Occasional Member - Level 2

I've have tried this twice and nothing is showing in templates. Does this have to be something you sign up for? I book travel for all my employees and it's not showing up for me in the travel templates folder.