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.
Step 2: On the Certify Travel menu, hover over your traveler name and click Select Another User.
Step 3: Enter Guest in the First Name field and click Search.
Step 4: Click Guest Traveler.
You are now in the Guest Traveler profile.
Step 5: Add a new Travel Planner to the Guest Profile by clicking Profile, then Travel Planners.
Step 6: Click Add New Travel Planner.
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.
Step 8: Now, this employee can select your name from the Traveler profile and book travel on your behalf.
You can now begin the booking process for Guest Traveler.