Access the travel booking platform
The below steps will select another user. See this article if you want to book for a Guest
Step 1:Click on Travel in menu-bar on the left hand-side or choose Book Travel from the dashboard
Step 2: Click on Book
Step 3: Click on A business employee
Step 4: Click on Confirm
Select your user
You will need to select the user you want to book for. Once you land on the travel booking platform, you have the message Working for yourself in the top right-hand corner under your name. This remind you for which traveler you are currently booking for.
Step 1: Click on the tile Users you manage
Step 2: Search for the user (you can search by last name) then click on Select
Once you have selected your employee, the top right notification on the screen will update to indicate you are working behalf of someone else.
Once you see this, you have 'stepped into' this users profile, booking will be exactly the same as if the user is doing this.
The travelers own form of payment will be used, as will their loyalty programs. Tickets will be issued in their name.
Book a trip
Step 1: Click on the Travel tab on top of the page
Step 2: Click on create trip
Step 3: Go to the article: Book a Flight/Hotel/Car/Train if you need help with the steps to book a trip in Neo
Stop managing your user
Once you booked the trip you can close the browser. If you need to book more trip you can choose to stop managing the user and go back to your own view or you can choose to manage another user.
Step 1: Click on the dropdown on the top right hand-side of the page (Next to the name you are working for)
Step 2: Click on Stop managing to go back to your own view or click on Manage other user if you want to book for another user.