Before You Book
Ensure you have:Booking Flights
Search and book flights through the Expensify travel interface:Search Flights
- Origin and Destination: Enter departure and arrival airports
- Dates: Select your travel dates (one-way, round-trip, or multi-city)
- Passengers: Specify number of travelers
- Class: Choose economy, premium economy, business, or first class
Select Flight
Review flight options:- Compare prices across airlines
- View flight duration and layovers
- Check baggage policies
- Review cancellation policies
Flight Details
When viewing flight details, you’ll see:- Flight number and airline
- Departure and arrival times
- Airport terminals and gates
- Seat assignments
- Cabin class
- Record locator (confirmation number)
- Passenger details
Layovers
For connecting flights, layover information is displayed:Layover duration is calculated automatically between connecting flights to help you plan accordingly.
Complete Booking
- Review Details: Verify passenger information and flight details
- Select Payment: Choose payment method
- Confirm: Complete the booking
- Confirmation: Receive booking confirmation via email
Booking Hotels
Search and book hotels for your business travel:Search Hotels
- Location: Enter destination city or hotel name
- Check-in/Check-out: Select your stay dates
- Guests: Specify number of guests and rooms
- Filters: Apply filters (price, amenities, rating, etc.)
Select Hotel
Review hotel options:- Compare prices and locations
- View photos and amenities
- Check guest reviews and ratings
- Review cancellation policies
Hotel Details
When viewing hotel details:- Hotel name and address
- Check-in and check-out dates
- Room type and description
- Cancellation policy
- Confirmation number
- Guest information
Cancellation Policies
Understand hotel cancellation terms:Complete Booking
- Review Details: Verify hotel and guest information
- Select Payment: Choose payment method
- Special Requests: Add any special requests (late check-in, room preferences, etc.)
- Confirm: Complete the booking
- Confirmation: Receive booking confirmation and hotel details
Booking Rental Cars
Rent cars for your business travel:Search Rental Cars
- Pick-up Location: Enter pick-up location (airport or address)
- Drop-off Location: Choose drop-off location (same or different)
- Dates and Times: Select pick-up and drop-off dates/times
- Filters: Filter by car type, transmission, company, etc.
Select Rental Car
Compare rental car options:- View car types and sizes
- Compare prices across providers
- Check mileage limits
- Review insurance options
Rental Car Details
When viewing rental car details:- Rental company and vehicle type
- Pick-up date, time, and location
- Drop-off date, time, and location
- Car type and features
- Cancellation policy
- Confirmation number
- Driver information
Complete Booking
- Review Details: Verify rental and driver information
- Add Driver Info: Provide driver’s license information
- Select Payment: Choose payment method
- Insurance: Select insurance coverage options
- Confirm: Complete the booking
- Confirmation: Receive rental confirmation and voucher
Policy Compliance
When booking travel, the interface indicates policy compliance:- In Policy: Booking meets all workspace travel policies
- Out of Policy: Booking exceeds policy limits (may require approval)
- Reason Required: Explanation needed for out-of-policy bookings
Out-of-policy bookings may require additional approval from your manager or finance team.
Passenger Information
For all bookings, provide accurate passenger/guest information:- Legal name (as it appears on ID)
- Date of birth
- Contact information (email, phone)
- Known Traveler Number (TSA PreCheck, Global Entry)
- Frequent flyer numbers
- Special assistance needs
Payment Options
Choose from available payment methods:- Company Card: Use workspace-linked company credit card
- Personal Card: Use personal card for later reimbursement
- Expensify Card: Use Expensify Card for automatic expense tracking
Booking Confirmation
After booking, you’ll receive:- Email Confirmation: Detailed booking confirmation via email
- Trip Added: Booking appears in “My Trips”
- Expense Created: Expense automatically added to a report
- Receipt Attached: Booking details attached as receipt
Managing Bookings
After booking:- View trip details in My Trips
- Modify or cancel bookings (subject to policies)
- Add trip notes or preferences
- Share itinerary with colleagues
- Check in for flights
- Access boarding passes and vouchers
Group Travel
For booking travel for multiple people:- Add all travelers to the booking
- Ensure each traveler has a complete profile
- Provide payment information
- Individual confirmations sent to each traveler
- Expenses created for each booking
International Travel
For international travel:
- Verify passport information is current
- Check visa requirements for destination
- Review travel advisories
- Consider travel insurance
- Ensure mobile phone service or international plan
Best Practices
- Book Early: Better rates and availability for advance bookings
- Compare Options: Review multiple options before booking
- Check Policies: Understand cancellation and change policies
- Verify Details: Double-check all dates, times, and names
- Save Confirmations: Keep booking confirmations accessible
- Policy Compliance: Stay within company travel policies
- Loyalty Programs: Add frequent flyer and hotel loyalty numbers
Troubleshooting
Booking Errors
Booking Errors
If booking fails:
- Verify payment method is valid
- Check that all required fields are complete
- Ensure dates are in the future
- Try a different payment method
- Contact Concierge for assistance
Price Changes
Price Changes
If price changes during booking:
- Prices may fluctuate based on availability
- Complete booking quickly to lock in rate
- Check if there are cheaper alternatives
Policy Violations
Policy Violations
If booking is out of policy:
- Provide business justification
- Contact manager for pre-approval
- Consider alternative options within policy
- Be prepared for additional approval steps
Support
For booking assistance:- Contact Expensify Concierge during the booking process
- Review trip details in the My Trips page
- Email confirmations include support contact information
- Check Spotnana support for provider-specific questions
