Training Tailored to the End UserTraining Tailored to the End User

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ContentsContents• Activating your Account and Profile

Overview Pages 3 – 29

• Booking Air, Car and Hotel Pages 30 – 76

• Additional Services on Compass Pages 77 – 80

For optimal viewing, place presentation in Slide Show mode

Steps for Activating your Steps for Activating your MSU Moorhead Account MSU Moorhead Account and Creating your Travel and Creating your Travel ProfileProfile

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https://msumoorhead-travel.reardencommerce.comhttps://msumoorhead-travel.reardencommerce.com

From this Site Login Page, Click the Link Create a New Account. (Do not enter a user name or password on the initial login page).

Enter all Required Fields on this page. Including: your first and last name as it appears on your photo ID and your MSU Moorhead email address.

Create a unique User Name(email address recommended), and a Unique Password. Click Create an Account.

Note: Once you have Created a New Account, An Activation Email will be sent with Login Instructions.

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New User Activation Email

Use the Link Get Started Now in the email to activate your account.

Complete the registration process by entering the requested profile information, making note of required fields (fields marked with an asterisk) and SAVE all entered Information.

Activation E-mailActivation E-mail

Click the link Get started now to begin the activation process

Click the link Get started now to begin the activation process

New User-New User-Compass Online Booking ToolCompass Online Booking Tool

If you are a new user to Compass and do not receive the activation e-mail After Creating a New Account for the first time,

Please Contact:

Travel Leaders eCommerce Online Support: 866-502-1926or e-mail: ecommerce@travelleaders.com

The following slides will take you through the process of activating your travel profile after requesting an Account from the MSU Moorhead site login page.

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Step One: Enter Profile Information

Register your Register your AccountAccount Profile fields

marked by an asterisk are required

fields to complete

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Continue entering profile information. Travel preferences can be updated at any time. Information entered in your profile is viewable

by a Travel Leaders’ agent. Updates to profiles are “pushed” to the

agency.

Be sure to SAVE information entered on each profile page

Register Register your Accountyour Account

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Register your Account – Register your Account – Additional InformationAdditional Information

Additional Information can be entered on this page of the

Registration Process. This information is not

required but can be entered if Applicable to the Traveler.

To Log into Compass once your account is activated use the link below.

You may save this link as a “favorites” for easy access.

•Log into Compass - https://msumoorhead-travel.reardencommerce.com

•Log in Name - University Email Address is recommended.

•Password - Unique password created upon activating your account through the activation e-mail

Accessing

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Compass Travel Home Page

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‘Company News’ provides University specific communications and a web demonstration of the Compass Online Booking Tool

‘Company Resources’ offers links to Travel Websites and University specific information; including a link to the MNSCU Travel Portal

Hours of Operation & Contact Information for online booking help

and agent assistance

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After completing the activation, you are directed to home page. Click on

the Profile Link before booking travel and complete the additional

areas of the profile

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Note: Users should review ALL profile pages for

additional features not previewed when activating your account. This includes payment information and travel planner delegation.

Main Profile Page with links to all

Profile features

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Birth date and Gender fields are required as part of the Secure Flight Program to be Mandated in Nov. 2010

Date of birth is an encrypted field once entered.

Quotations indicate this field has been populated, dashes indicate information is still required

First, middle and Last name fields must match your photo ID used for travel due to TSA

Regulations

Users are NOT able to edit first and last name fields and must contact

ecommerce to change

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The Confirmation E-mails in this field are sent from

Compass when a trip is Held or Submitted for Purchase

A separate Itinerary / Invoice for final ticketing comes from Travel Leaders.

Travelers that require a copy of the ticketed itinerary to be sent to a Travel Planner should enter the planner’s email address in this field.

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Profile | Addresses and Phone Numbers

SAVE each Profile page when adding new information

Alternate Phone Field is required as it “pushes” the

profile information to the Agency

If you prefer not to provide a third phone as contact number, duplicate the

business or mobile number here.

Secondary email provides another

field for a 2nd Travel Planner to receive the final itinerary/

invoice.

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Profile | Payment Cards

Credit Cards can be added and saved to the Profile to

be used for future transactions.

Click “Add payment card” to add a credit card to be

used for Airline Transactions and Hotel Guarantees

If you prefer Not to save a Payment Card in a profile; the card can be entered at time of booking and then deleted from the profile.

(Please refer to slide 67 for this process.)

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Add required information marked by

an Asterisk

Profile | Adding a Credit CardName the card for

reference as multiple cards can be added to a

profile

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Once Credit Cards are entered the numbers are

encrypted. The Compass site is PCI

Compliant and Travelers, planners and agents will not see the Actual Card

Numbers on File.

Change the default for all services to the card

on file or NONE. Save your changes.

Profile | Default Credit Cards

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Profile | Travel Preferences

Air, Hotel and Car Special Requests selected in the profile will be visible by the

vendor in all reservations

Note default field for AIR search:

Travel Leaders recommends to

Search by PRICE

Amenities included in the profile will be

given weight in the hotel search.

The travel profile created online is also used by our

agents. Preferences added to your profile are viewable by

the agents.

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If a Default Car type is not chosen in the profile, the

system will default to Intermediate or Midsize car

rates.

Rates returned in the search are based on the car size in the

profile.

Passport information is required in all International

airline bookings, please include passport information if you travel overseas, including

Canada.

“Off” Airport Parking offers users the ability to book Park n Fly and Park N Go locations in the US. Access Airport Parking

from the Travel tab

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Include any Personal Information you want an Agent to be aware of in the

Misc. Remarks: e.g. “Never book connection

through Chicago and not early morning flights before

9:00 am”

Always SAVE each page of the

profile!

Add your Redress or

Known Traveler

Number if one has been assigned

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Profile | Delegate Access

An E-mail is sent to the traveler to notify a user

has been granted access to his or her profile

A User may delete delegates from this page

in their profile.

Travel Planners can easily Delegate themselves to update profile information or book travel for others. Please note travelers must have an active account in

Compass to be accessed.

Travelers can Delegate others to book travel for

them

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Profile | Delegate Access

Search for a user by E-mail or Last Name

Select the traveler or delegate from the search results

On the Home Page the Drop Down box reveals all travelers the user

has delegate access to

Always log in as ‘Yourself’ and access the traveler you are booking

for from this link.

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Profile | Emergency Contact

Emergency Contact information is not

required, but good information for Travel Leaders to have on

file.

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Profile | NotificationsProfile | Notifications

Notifications Serve Multiple Purposes:

Trip Itinerary-Add additional email addresses to receive copies of your itineraries; e.g. a home or spouse email. It is not necessary to add your business address or a travel planner address for this notification area.

Flight Status Updates-Provides Flight change status updates directly from the Air Carrier beginning three hours prior to scheduled departure time.

Receive Status Updates and reminders for all services booked on Compass.

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Flight Status Updates utilizing “Flight Stats” provide real time updates to all Flights 3 hours

Prior to Departure

Travelers and Travel Planners may enter up to three types of notifications to multiple people

Profile | Notifications

Booking Air, Hotel &Booking Air, Hotel &Car Reservations Car Reservations

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Log in at:https://msumoorhead-travel.reardencommerce.com

Log in at:https://msumoorhead-travel.reardencommerce.com

Your Username and unique Password are created during the Activation process.

Travel Leaders recommends using your University email address as your Username.

Your Password is unique, created upon activation of your account.

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Users can Start a Booking from the‘Quick Search’ tab on the Home Page,

however, Travel Leaders Recommends travelers use the “Travel Tab” when starting a new booking to include more

detail in your Search Criteria

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The Trip Planner page provides detailed search

criteria options to enhance your search

for Air, Hotel, and Rental Car

From the Home Page click on the TRAVEL Tab and

choose Trip Planner to begin your search

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Travel | Unused Tickets

From the home page use the Travel tab to

access Unused Ticket information

in the drop down

Travel Leaders Manages your unused tickets automatically; the detail here reminds you when an unused ticket is about to expire

On the Air Search Page, this information is flagged again to

remind you to book the carrier in order to use the ticket

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Book three ways; Round trip, multi-city up to four

destinations, and one way

Additional flight option changes

Begin the Search by PRICE to ensure comparing the best fares

Change the Time Options to match the window of air

options desired. Anytime will return flights all day; specific time of Departure or Arrival

searches a 4 hr window (2hrs prior and after the requested

time). Morning, Afternoon and Evening specify 6 hr

window.

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Travel | Trip Planner

To Search for Rental Car options at Off Airport locations, uncheck the box

Match my Rental car search…

To book multiple hotels within one reservation at different destinations, use

the link indicated for multi city search

The Hotel Search defaults to the arrival airport – you may also choose

specific address.

Click Search to begin the booking

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Travel | Trip Planner

The Hotel Search defaults to the arrival Airport

Click Address to change the Search to the City center; add a suburb name, specific

address or other city.

The search radius is 30 miles.

1 - Travel Leaders recommends the Flight Search be set to Search by PRICE. This allows the user to compare the best available fares with the search criteria. Search by SCHEDULE allows the end user to select flights based on the carrier’s schedule but with no reference to price or availability.

2 - The display defaults to View Results by Segment. This shows all departure options first and once the user selects the flight, the Return Options will be displayed. Users can also see results by Complete Trip from this drop down. This changes the options to both outbound and return flights priced together.

3 - The Air Matrix allows the user to sort the detailed options and provides a snapshot of the best fares available including Low Cost

carriers such as: Southwest, Air Tran, and Jet Blue

4 - Select flights from the detailed list on the right side of page.

5 - The Modify area allows the user to change the search criteria from this page.

6 - The Price of Flights on the “Select your Departure/Return Flight” pages is based on a round trip price including taxes. Price of flights may change depending on the return flight chosen.

1 - Travel Leaders recommends the Flight Search be set to Search by PRICE. This allows the user to compare the best available fares with the search criteria. Search by SCHEDULE allows the end user to select flights based on the carrier’s schedule but with no reference to price or availability.

2 - The display defaults to View Results by Segment. This shows all departure options first and once the user selects the flight, the Return Options will be displayed. Users can also see results by Complete Trip from this drop down. This changes the options to both outbound and return flights priced together.

3 - The Air Matrix allows the user to sort the detailed options and provides a snapshot of the best fares available including Low Cost

carriers such as: Southwest, Air Tran, and Jet Blue

4 - Select flights from the detailed list on the right side of page.

5 - The Modify area allows the user to change the search criteria from this page.

6 - The Price of Flights on the “Select your Departure/Return Flight” pages is based on a round trip price including taxes. Price of flights may change depending on the return flight chosen.

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Travel | Select your departure flight#2-View

By Segment#1-Results

Returned by Price

#3-Air Matrix

#4-Select Flights#5-Nearby Airports

#6-Flight Prices

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Flight Details include

on time stats in “More Details”

Select and Confirm a Seat from this step of

the booking process

From the Flight Details,

Select an Outbound

Option

TravelFlight Option Details

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Users can Select a Seat by clicking the Seat Map link next to the flight option on the Flight

Search page

By selecting a seat here and clicking Done, the seat will be confirmed and the search will

progress to the Next Step –

Choose your Return Flight

Travel | Seat selection

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Travel | Modify your Air Search

Changes to your Air Search can be made

here:

Click Show All to see additional Flight Options not in the original search.

Move the dynamic bar to change the time window for Flights

Include options at Nearby Airports and compare prices by checking the additional boxes

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Travel | Select your return flight

Select your return flight Once the Outbound flight has been selected,

the options for the return flight are displayed.

The Return Flight page provides the user the ability to modify options as well before making

a Selection.

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This is how the Flight Search Display appears when Searching by Schedule. Matrix shows # of options available without any prices for

flights.

Price will be returned based on the flights chosen and current availability.

Choosing flights by schedule can be convenient when searching for a specific

flight; but by choosing a flight by schedule, you do not have the opportunity to compare

current prices on other flights.

Travel | Search by Schedule Display

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1 - The Google style map illustrates the hotels located in the surrounding area.

2 - Sort options default to price and either the Airport traveling to or a city or address entered. Other options to sort search results are by Distance, Price and Star Rating.

3 - The State of Minnesota makes available Government rates for hotels. Travel Leaders consortium rates are available, identified by TLG or Travel leaders or ABC Corporate Services. AAA and AARP rates are also available to book if you meet the criteria of these specific rates.

4 - Choose to view photos, Hotel Amenities, Review Rate Details, or compare rates at properties. Users can easily “open” multiple rate displays and Compare Price per night, star ratings, and other amenities.

5 - Narrow your choices or Modify your search from this area including changing check in and check out dates. The original search criteria is displayed here.

THERE IS NO FEE TO BOOK HOTELS ONLINE THROUGH THIS WEBSITE

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Travel | Select your hotel

#1-Google Style Map

#3-See Rates

#5-Narrow Your Choices

#4-Star Rating, Photos, Amenities, or Compare Rates

#2-Sort Options

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Travel | Select your hotel

Select the link of the hotel name to view detailed information about this

Hotel. See next slide for

details

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Travel | Hotel Details

Scroll through ALL available room rates.

Search for hotel specific details.

View detailed information about this Hotel.

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Select “See room rates” to view available room rates at different hotels

from this page

Travel | Select your hotel

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Be sure to read the Rate Details closely to ensure that you are choosing a

rate that fulfills your preferences.

Once you Select a Rate on this page you have BOOKED

that rate

Cancellations to this reservation fall under the policies

stated in the room/rate details.

Be aware of rates that include the

word(s), Advance Purchase, no

refunds, cancel fee applies, etc.

Travel | Select your rate

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The State of Minnesota has

discounted rates with Enterprise and National – these will

be flagged as preferred and shown at top of the search

Additional rental options will be

available as well, to be booked only when preferred vendors

are sold out

Change search options from this page.

Read the Rental Car Info on this

page for guidelines when booking a rental car for business.

Travel | Choose a car

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Travel | Choose a carView Mileage and

Rates and Car Rental Details/Rules

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Travel | Review your trip

Use this Page to: Change Booked Segments Select Seats Review your Reservation

(Page 1 of 3)(Page 1 of 3)

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Travel | Review your trip(Page 2 of 3)(Page 2 of 3)

The Hotel cancellation policy is reflected here as well as

Checked Baggage fee information for the booked

carrier.

Please take note of both before submitting air purchase and/or holding a reservation

Rules and Restrictions for Flights based on Fare Rules

from the Carrier.

Please note: the Advance Purchase Requirements if you intend to HOLD an AIR reservation for 24 hours.

Some Carriers will not allow reservations to be

held

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Travel | Review your trip(Page 3 of 3)(Page 3 of 3)

Choose to ‘Hold this Trip’ or Continue to Submit for Purchase

Hotel only bookings can not be HELD Once a hotel rate is selected it is

booked and under the Hotel Cancellation penalties

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Guidelines for: Holding and Purchasing a TicketGuidelines for: Holding and Purchasing a Ticket

Major air carriers allow an air reservation to be held for 24 hours. Fares are only guaranteed at time of ticketing. When ticketing, the price may change based on the rules of the original fare booked.

Changes can be initiated online to an air reservation if Travel has NOT begun. (There are exceptions to when a trip can be changed online at any time e.g. multiple carrier reservations) Changes to air segments after travel has begun must be made with an agent.

Most Cancellations to any portion of a trip can be made online.

If you cancel a non refundable ticketed airline reservation, the amount of that ticket is placed in a database for application on a future ticket on the same carrier.

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Travel | Hold a Trip

If you choose to HOLD a trip, you will be asked to check the disclaimer box

that you have been advised of Air, Car and Hotel reservation details.

You will be advised when the reservation will “expire”. If you do

not submit the reservation for purchase within this timeframe,

Travel Leaders will cancel the entire itinerary.

Complete the reservation from the Home Page under Upcoming reservations – View Details

(Purchase).

You will also receive a reminder email advising of the held

reservation and a link to complete the purchase from there.

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Travel | Purchase Trip

Choose Continue to Submit the

reservation for ticketing

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Travel | Purchase Trip The Purchase Page reviews the information in the user’s

profile

‘Name your trip’ will appear as a reference in the

Upcoming Trips area on the home page.

Changes and Updates to the profile can be made at

the time of booking

Required fields are marked with

an asterisk

(Page 1 of 4)(Page 1 of 4)

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Travel | Purchase Trip(Page 2 of 4)(Page 2 of 4)

Special Handling Instructions is used to enter

a message to an agent to complete or add a component

to the booking

Additional fee applied for Agent Assistance with an

Online Booking.

Add Flight Status and Itinerary Notifications not already in your profile

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Travel | Purchase Trip(Page 3 of 4)(Page 3 of 4)

Users that do not save a

credit card in the profile will be required to add the card at

this time

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Travel | Purchase Trip(Page 4 of 4)(Page 4 of 4)

From the Purchase page,

Click Add Payment Card to include payment

for booking

User will be directed to the Payment Cards page

of the profile.

Click Add payment card and follow steps to add

credit card.

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Travel | Enter credit card during Booking

Once the credit card is added, the profile page

reflects the encrypted card as default for Airline charges and Hotel

Guarantee.Only Airline charges and

Transaction fees are charged at time of booking.

The default for other services can be changed to NONE if the card will remain

in the profile.

SAVE changes

For those users that do not want to save a

credit card to a profile; once the booking is

complete and ticketed. Users can go to the

profile and Delete the card. See Slide 68 for

instructions to delete a credit card.

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Travel | Complete Purchase Page

When the credit card is SAVED, users are

directed back to the Purchase page to

complete the booking . The credit card appears

and is encrypted. Select Purchase to

continue.

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Travel | Purchase Trip

When choosing to Purchase the booked reservation, Select Purchase and OK

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Travel | Trip Confirmation

You will receive a Notification via E-mail when the trip is

submitted

It is important to note that you must still receive your final itinerary/invoice from Travel Leaders as confirmation your

ticket has been issued

This Page confirms you have Completed the Booking Process

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E-mail Notification from Travel Leaders

This is your notification of an

issued ticket; completed

reservation.

This email includes the Airline

confirmation, ticket number and fee breakdown for

Expense Reporting

Attached PDF Printable Itinerary

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Travel | Delete a Credit Card after Booking

Encrypted credit card information will appear

and select Delete to confirm the removal of

the credit card from profile.

From the Payment Cards page of the

profile, click Delete to remove the credit card

from the profile.

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Travel | Upcoming Reservations

Trips booked “offline” with an agent will be imported for

viewing online.

You will only be able to make changes online to bookings

made online.

From the Home Page To access Upcoming

Reservations click the icon next to the

name of trip.

Travel Tools offers users the ability to view, make changes, cancel and re book existing reservations. These tools are illustrated on the next slides.

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Travel Tools | View details

View all the Details of your trip; review your flights, hotel

and car, Rules and Restrictions, and cost summary information

If you have HELD a reservation, use the link

under View Details – (purchase) to

complete the booking process.

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Guidelines for: Making Changes to Existing ReservationsGuidelines for: Making Changes to Existing Reservations

You can add car and / or hotel to an existing air reservation for no additional fee. Click: Change This Trip

A new transaction must be created in order to add an airline reservation to an existing car and/or hotel booking.

Change This Trip should also be used if you would like to add, delete or modify a component of the trip.

You can make changes to the airline portion of a trip ONLY before travel has begun. Changes after air travel has begun must be made with an agent. Changes to car and/or hotel can be made at anytime online.

There are exceptions when making changes to bookings online. Some changes may not be allowed. Examples are agent assistance with the original booking, multiple carriers for air, or an unused ticket was applied to the original booking.

Cancel This Trip - use this link to cancel this entire trip.

Book Again acts as a template or cloning feature where a traveler can book the same trip over and over or a travel planner can access a trip and book the same trip for multiple people.

The next few slides will illustrate these options.

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Changing a trip can be adding or deleting a

component of a previously booked trip or changing one of the components of the trip.

The system will take you through a series of questions to complete the change process.

Travel Tools | Change this tripChange This Trip

will direct you to choose an option for the type of

change required

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Please note: Cancellation Info and be aware of any Possible Penalties as a result of the

Cancellation

Travel Tools | Cancel this tripCancel this Trip

assumes you want to cancel the entire trip.

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Travel Planners can access a Trip and book the same one for other travelers using the drop down list at top of page

Book Again serves as a Template or Cloning feature to allow travel planners to book the same trip for multiple users or travelers to

book the same trip for different dates.

Travel Tools | Book again

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Travel Tools | Book again

Use Book Again with modifications to easily book the same trip for new dates, book for

others and make changes to the components of the

original trip.

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Other services can be booked as part of an Air, Car and Hotel Reservation.

These bookings will be part of the Compass Itinerary

No additional transaction fees are incurred booking these services

Travel | Other services

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Additional Features Online Additional Features Online

for Business Travelfor Business Travel

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The Dining feature is available through

opentable.com. Not only can you make

online reservations for dining , but you can search for

restaurant information at thousands of restaurants all

over the country.

If you are an Open Table member you will accrue your

points

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If you are not making a reservation online you can still invite

guests from this link

The dynamic search allows you to not only make a reservation but provides great information about

the restaurant with reviews from Gayot and Zagat

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Send an Online Invitation that

populates to yours and your Guest’s Outlook

or Lotus Notes calendar!

For Technical or Navigational Assistance

Please Contact:

eCommerce Online Support

866-502-1926

ecommerce@travelleaders.com