Making Reservations And Booking Travel With The Concur Travel System
Making Reservations and Booking Travel with the Concur TravelSystem (as of 5.7.2021)1. IntroductionScript:Welcome to the Making Reservations and Booking Travel with the Concur Travel System.This training is for review purposes only. Permanent employee seeking credit for this trainingshould log into Carolina Talent to complete this training. Also, this training contains audio.Please be sure the audio on your computer or device is working and the volume is turned up.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:Hi, it’s me John! I am glad to see you back for another Concur training. Booking travel at theUniversity has never been easier with Concur! Now, you can book a Trip on Concur Travel thatis similar to how you would book a personal trip online. The Concur Travel element of thesystem allows users to book travel that can include: Flight, Train, Rental Car, and or Hotel.Users of the system can book travel for themselves as the Traveler or utilize a designated TravelAssistant/Arranger to make the booking and travel reservations.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:Once you log in to Concur, and click the Travel tab, you will be redirected to the TravelHomepage. Here you will immediately see the Company Notes tab, displaying any importantinformation provided by the University. In addition, you can note the contact information forWorld Travel, on how to get online support, and how to contact one of their designated teamagents, who is familiar with University travel policies and guidelines. You also have access to theUpcoming Trips and the Remove Trips tabs.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:Prior to booking a trip, be sure to review and update your profile. You will want to review andadd any required or necessary information. Note: Be sure that your name and your TSA SecureFlight information on your profile matches what is shown on your government issued photo ID.If you need assistance changing the name on your profile, contact the Travel Office forassistance.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:Click one of the options on the screen to get started.After you have reviewed the modules,click the Next button to conclude the training.Please note that the training will not be marked complete until all of the modules are completed.Published by Articulate Storyline www.articulate.com
2. Booking a FlightScript:If a Traveler needs to make reservations for a trip that includes a flight, the booking process willalways begin with booking a flight, regardless if lodging, and car rental are needed as well. Youwill have the opportunity to specify that you need a car and or hotel on the Flight/Train tab.Also, if you are a Travel Assistant you can click on the red pulsing announcement marker to learnhow to act as a Travel Assistant.Click the Next button to see a demonstration.Published by Articulate Storyline www.articulate.com
Script:After clicking the Travel tab, by default, the Flight/Train tab will be selected with Round Trip.Published by Articulate Storyline www.articulate.com
Script:However, you can click on the tab to change from Round Trip, to One Way, or Multi City.Published by Articulate Storyline www.articulate.com
Script:Notice, that with each option, the search filters will change slightly.Published by Articulate Storyline www.articulate.com
Script:However, for this demonstration, I will book a Round Trip flight.Published by Articulate Storyline www.articulate.com
Script:I will begin by searching and selecting the From and To locations. You can search for multipleairports in an area. For example, you can type “NYC” to search for all airports in New York. Inthis example, I will enter abbreviations for airport names.Published by Articulate Storyline www.articulate.com
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Script:Next, I will enter my Departure and Return dates and times.Published by Articulate Storyline www.articulate.com
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Script:When booking a Flight/Train, you can also book a car rental or make hotel reservations bymarking the checkbox for Pick-up Drop-off car at airport or Find a Hotel. If you mark one orboth of the checkboxes, you will automatically be prompted to continue the booking process ofmaking a car rental and or hotel reservations; after you book your Flight/Train.Published by Articulate Storyline www.articulate.com
Script:You also have the ability to filter your initial search by: Class or Price.Published by Articulate Storyline www.articulate.com
Script:Now I will click the Search button.Published by Articulate Storyline www.articulate.com
Script:Each time you search for flight, you will be presented with information regarding Basic EconomyFares. This popup message explains why the University discourages the purchase of BasicEconomy Fares. After reviewing the message, click the OK button.Published by Articulate Storyline www.articulate.com
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Script:Then your search results will appear. Concur provides search results with real-time ticketavailability for purchase directly from the airlines. This is different from other sites, such asTravelocity or Expedia, which show cached data from the airline carriers. Also, at anytime, youcan click on the Live Help Online button for support.Published by Articulate Storyline www.articulate.com
Script:You can view your results by Fares or by Schedule.Published by Articulate Storyline www.articulate.com
Script:You can also change or further filter your search results by using these options.Published by Articulate Storyline www.articulate.com
Script:Then once you are ready to select a fare, click the View Fares button, next to the preferreditinerary to view the available booking options.Published by Articulate Storyline www.articulate.com
Script:After clicking the View Fares button, the system will show you other fare options. However,only main cabin fares that are within University policy should be booked. Unless the travelerqualifies for Business class on a 8 hour or longer flight.Published by Articulate Storyline www.articulate.com
Script:After reviewing the options, select the fare you would like to book. You can select flights byschedule and mix multiple airlines together. With the exception of Southwest Airlines. Youcannot mix Southwest Airlines with other carriers.Published by Articulate Storyline www.articulate.com
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Script:You will then be redirected to the Review and Reserve Flight page. Here, it is important toreview the details, select seats for departure, and returning flights. If you cannot, or do not,select a seat at this time; Concur will select a seat on your behalf, based on your ProfilePreferences.Published by Articulate Storyline www.articulate.com
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Script:Then Select a Method of Payment.Published by Articulate Storyline www.articulate.com
Script:Travelers can use their T&E Card to secure their flight. However, the Airfare Direct Bill Card canbe used for Travelers who do not have a T&E Card.Published by Articulate Storyline www.articulate.com
Script:You also want to note any important message that may appear prior to booking your flight, before clicking theReserve Flight and Continue button.Published by Articulate Storyline www.articulate.com
Script:At this point, you may be prompted to enter a Trip Name, Trip Description, and the ConcurRequest I.D. number associated with the Travel. Here, the Concur Request I.D. number isrequired. Then you will need to click the Next button, and finally the Confirm Booking button, tofinalize your booking.Also, it is important to know that if you don’t book your flight at this time, the price mayfluctuate while it is on hold. While the system will hold the ticket from being purchased bysomeone else, it cannot reserve the actual cost of the ticket.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:Fare that is flagged as “Out-of-Policy” can be booked. When selected the system will generatean Out-of-Policy pop-up window. Travelers, or Travel Assistants, must then select the reasonthis “out-of-policy” fare is being selected. It is also important to note that, simultaneously, thesystem will maintain historical data of the “in-policy” bookings that were available at the time aswell.Click the Next button to return to the Main Menu.Published by Articulate Storyline www.articulate.com
3. Booking a Rental CarScript:If your travel does not require airfare and you only need to request a car rental, you will beginthe booking process by clicking the Car icon. Or, if you marked the check box, Pick-up/Drop OffCar at airport, when clicking on the Flight/Train icon you will want to complete your booking.Also, if you are a Travel Assistant you can click on the red pulsing announcement marker to learnhow to act as a Travel Assistant. Click the Next button to view a demonstration of how to book acar rental.Published by Articulate Storyline www.articulate.com
Script:When you start booking a car rental you have the option to pick up the rental at an AirportTerminalPublished by Articulate Storyline www.articulate.com
Script:Or an Off-Airport location.Published by Articulate Storyline www.articulate.com
Script:Also, if you intend to return the car to a location that is different from the select Pick-up location,mark the Return car to another location box.Published by Articulate Storyline www.articulate.com
Script:In this demonstration, I will book a car rental for pick-up at an Airport Terminal.Published by Articulate Storyline www.articulate.com
Script:Next, I will enter the Pick-up and Drop-off dates and times.Published by Articulate Storyline www.articulate.com
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Script:Now, I will enter the airport.Published by Articulate Storyline www.articulate.com
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Script:Also, if you click on the More Search Options link, you will see additional search options such as:Published by Articulate Storyline www.articulate.com
Script:car type, preferred vendors, and other vendors.Published by Articulate Storyline www.articulate.com
Script:You can add any additional search options. Then click the Search button.Published by Articulate Storyline www.articulate.com
Script:As a result, you will see a listing of available car rentals based on your search. When reviewingthe search results, keep in mind that per University policy, allowable size vehicles go up to aStandard Size. And Preferred vendor are noted as well. Also, if I need assistance booking a carrental, I can click the Live Help online button.Published by Articulate Storyline www.articulate.com
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Script:After reviewing the search results, click on the button showing the price of the car rental toinitiate the car reservation.Published by Articulate Storyline www.articulate.com
Script:On the Review and Reserve Car page, you can add comments such as preferences in the ProvideRental Car Preferences field. These comments will be passed along to the car agency.Published by Articulate Storyline www.articulate.com
Script:Then click the Reserve Car and Continue button.Published by Articulate Storyline www.articulate.com
Script:Here you will begin the steps to finalize your trip.Published by Articulate Storyline www.articulate.com
Script:Be sure to review the Travel Details and make any edits as necessary. Here you can also print oremail the itinerary.Published by Articulate Storyline www.articulate.com
Script:Then click the Next button.Published by Articulate Storyline www.articulate.com
Script:At this point you may be prompted to enter a Trip Name, Trip Description, and the ConcurRequest ID number associated with the Travel. Then you will need to click the Next button, andfinally the Confirm Booking button to finalize your car rental booking.Published by Articulate Storyline www.articulate.com
Script:Before renting, consider other methods of ground transportation which may be less expensivesuch as: airport shuttles to and from hotels, taxis, rideshares, etc. Enterprise Rent-a-Car andNational, are preferred vendors with the State of North Carolina. Both offer competitive rates,the newest makes and models of vehicles, and inclusive auto coverage.Click the Next button to return to continue.Published by Articulate Storyline www.articulate.com
Script:Also, do not accept any optional insurance for domestic car rentals. This is not a reimbursableexpense, and these expenses cannot be charged to a T&E Card. State employees are coveredunder the State’s Auto Insurance program, so any additional insurance is not necessary.However, if the car rental is international, the purchase of optional insurance is encouraged, andan allowable charge.Click the Next button to return to the Main Menu.Published by Articulate Storyline www.articulate.com
4. Booking a HotelScript:If your travel does not require airfare and you only need to request hotel lodging, you will beginthe booking process by clicking the Hotel icon. Or if you marked the check box, Find a Hotel,when clicking on the Flight/Train icon you will want to complete your booking. Also, if you are aTravel Assistant, you can click on the red pulsing announcement marker to learn how to act as aTravel Assistant. Click the Next button to view a demonstration of how to book a hotel.Published by Articulate Storyline www.articulate.com
Script:When booking a hotel, you can search by:a reference point/ Zip Code, address,Published by Articulate Storyline www.articulate.com
Script:company location, this option especially useful when searching for other ACC schools or otherUNC System schools,Published by Articulate Storyline www.articulate.com
Script:or Airport.Published by Articulate Storyline www.articulate.com
Script:In this example, I will conduct a hotel search using the Airport option. Next, I will enter myCheck-in and Check-out dates.Published by Articulate Storyline www.articulate.com
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Script:Then I will enter and select the airport.Published by Articulate Storyline www.articulate.com
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Script:Then click the Search button.Published by Articulate Storyline www.articulate.com
Script:The lodging per diem page will appear. This displays the federal lodging and per diem ratesbased on the location selected. If your travel includes federal funding, please take note of theseallowable rates. Once you have reviewed the rates, or if you are not traveling on federal funds,click the Next button to continue the booking process.Published by Articulate Storyline www.articulate.com
Script:Now, I am able to view the search results. And if I need assistance booking my hotel, I can clickthe Live Help online button. Also, if I want to refine my search, I can use the filters on the left ofthe screen.Published by Articulate Storyline www.articulate.com
Script:You can click on the image of the hotel room to see more images. And to view rates, click on theGet Rates button.Published by Articulate Storyline www.articulate.com
Script:Then click the View Rooms button to see available rooms.Published by Articulate Storyline www.articulate.com
Script:Rooms marked with a green checkmark icon, indicate that the room falls within the University’stravel guidelines and policies. Rooms marked with a blue i, indicate that additional informationshould be viewed prior to booking. Once you have identified the room you would like to book,click the button that shows the pricing for the room.Published by Articulate Storyline www.articulate.com
Script:From there, you will be redirected to submit any additional requests, and select the method ofpayment. Select the method of payment by clicking on the Please choose a credit card dropdown.Published by Articulate Storyline www.articulate.com
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Script:Review the Accept Rate Details and Cancellation Policy. Then mark the check box to agree tothe hotel’s rate rules, restrictions, and cancellation policy.Published by Articulate Storyline www.articulate.com
Script:It is important to review the Accept Rate Details and Cancellation Policy prior to moving forward.Published by Articulate Storyline www.articulate.com
Script:Then Click the Reserve Hotel and Continue button.Published by Articulate Storyline www.articulate.com
Script:At this point you may be prompted to enter a Trip Name, Trip Description, and the ConcurRequest ID number associated with the Travel. Then you will need to click the Next button, andfinally the Confirm Booking button to finalize your hotel booking. Click the Next button tocontinue.Published by Articulate Storyline www.articulate.com
Script:Before booking your hotel room reservations, it is important to review hotel rules andcancellation policies. In addition, you may find rooms marked with a red exclamation point icon.These rooms cannot be booked due to University Travel guidelines and or policy. Click the Nextbutton to return to the Main Menu.Published by Articulate Storyline www.articulate.com
5. Changing or Canceling a TripScript:Once you have finalized your trip booking, it will appear in the Trip Library tab. In addition, theTrip Library tab is where you will see Trips that have incomplete reservations and cancel a trip.You also have the ability to create template options, for frequent travel as well.Click the Next button to learn how to cancel a trip.Published by Articulate Storyline www.articulate.com
Script:The Trip Library tab is also where you can change or cancel a Trip. Flight changes may beavailable for travel that includes a single carrier. If the trip has been booked or ticketed, but hasnot occurred, you can change the time or date of the trip. If you need to cancel a trip, click theCancel Trip link next to the appropriate booking. To view steps of how to cancel a trip, click onthe red pulsing suitcase marker.Then, once you are ready, click the Next button to continue the training.Published by Articulate Storyline www.articulate.com
Script:Also, if you find you are unable to change or cancel your Concur World Travel reservation,contact your World Travel, Inc agent for assistance.Click the Next button to return to the Main Menu.Published by Articulate Storyline www.articulate.com
6. Acting as a Travel AssistantScript:A Travel Assistant, also known as an Arranger, can manage travel activities for other travelers.Individuals who have been designated as a Travel Assistant, should login to the Concur system,and click the profile link to begin Acting as another user. After clicking the start button, TravelAssistants can begin booking travel as they normally would for themselves, but as the selectedtraveler. To learn more about how to manage travel as a Travel Assistant, be sure to view theStep-by-step Guide in the Resources link.Click the X button to close this window.Published by Articulate Storyline www.articulate.com
7. ConclusionScript:Again, a Travel Assistant, also known as an Arranger, can manage travel activities for othertravelers. They have access to book travel against any form of payment in the traveler's profile,though they cannot see the full card details. Also, they have access to the traveler's profile andcan assist in updating some elements of the profile as needed. Note: The date of birth of theTraveler and credit card numbers are redacted for the Traveler's protection.You may have multiple travel assistants and they will all have the same access, but only theprimary assistant will be cc'd on applicable communications.Click the Next button to continue.Published by Articulate Storyline www.articulate.com
Script:If you have additional questions, please feel free to contact the University Travel Office.Thank you for completing the Making Reservations and Booking Travel with the Concur TravelSystem training!Published by Articulate Storyline www.articulate.com
2. Booking a Flight Script: If a Traveler needs to make reservations for a trip that includes a flight, the booking process will always begin with booking a flight, regardless if lodging, and car rental are needed as well. You will have the opportunity to specify that you need a car and or hotel on the Flight/Train tab.
B2B taxi booking A B2B taxi booking is a successful booking that has been placed from a Taxi Butler at a venue. Successful booking A successful booking is a booking that has been placed and accepted by a taxi driver and confirmed to have arrived at the desired location. Taxi Butler A taxi booking device that allows venue staff to book taxis .
view the booking. 2 4. Serko advises you the status of the booking and whether it is permissible to make changes. CLONE OR SHARE A BOOKING 5. Click on More Actions in the header to clone this booking or share it with another traveller. AMEND A BOOKING 6. Click on More Actions beside each option in the booking to add a hotel or car, or to amend .
Booking travel for yourself or another UD employee. Booking Travel for UD Employees. Booking Travel in Concur for UD Employees. 1 . to the hotel for consideration when booking your room. 20 On the lower half of the screen, verify your payment information Be sure to read any rate details, rules, and cancellation policies .
You can book Park reservations for your entire travel party, so long as they are of the same affiliation. –Park reservations for travel party members who are not of the same affiliation must be booked in separate transactions. You must book Park reservations for each day
Availpro Booking Engines - Installing Availpro Booking Engines 4 VII. INSTALLING THE FACEBOOK BOOKING ENGINE 48 VIII. APPENDICES 50 1. Overview of the booking steps for the Crystal booking engine (single- and multi-hotel) 50 a. Calendar and search form version 51 b. Rate list version 51 c. Dynamic version of rates and rooms 51 2.
MAGENTO BOOKING SYSTEM PRO - [SELECT DATE] 7 Enable: To select publish or unpublish the Magento Booking System Pro extension Format Date: Set format date to display in frontend Maximum Booking: Type the number of maximum booking Use default price: Set a default price for booking item Map Z
Apr 24, 2020 · Travel Professional and Standard Edition ONLY This guide describes reports for Professional Edition and Standard Edition. The . supplier site and the supplier posts it via a Concur Travel API. NOTE: The Itinerary Source for a booking is how SAP Concur received the booking. The Booking Source is where the booking originated, which is .
Pillar One Blueprint . 6. Pillar One seeks to adapt the international income tax system to new business models through changes tothe profit allocation and nexus rules applicable to business profits. Within this context, it expands the taxing rights of market jurisdictions (which, for some business models, are the jurisdictions where the users are located) 6. where there is an active and .
