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Booking Guest Travel

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Certify Travel provides a Travel Planner option so designated users can book travel on another user's behalf. This is handy, for example, if a manager often has their administrative assistant book their travel for them.

This article shows you, a Certify Travel User, how to establish a Travel Planner to book trips on your behalf.

Step 1: On your Certify homepage, click the Travel tab. Then, click Search & Book Travel.

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Step 2: On the Certify Travel menu, hover over your traveler name and click Select Another User.

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Step 3: Enter Guest in the First Name field and click Search.

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Step 4: Click Guest Traveler.

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You are now in the Guest Traveler profile.

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Step 5: Add a new Travel Planner to the Guest Profile by clicking Profile, then Travel Planners.

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Step 6: Click Add New Travel Planner.

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Step 7: Add the company email address for the employee who will be booking travel on your behalf to the Member ID section and Save.

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Step 8: Now, this employee can select your name from the Traveler profile and book travel on your behalf.

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You can now begin the booking process for Guest Traveler.

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