Egencia | An Expedia, Inc. Company

Basic Set-Up

• 6 Steps: from sign-in to itinerary
• How To: Set up Central Billing, Broadcast Messaging, Customer Service Levels
• How To: Assign department codes
• How To: Set up company profile
• How To: Update user registration settings
• How To: Enter or modify personal profile
• How To: Assign service levels by travelers"
• How To: Implement a central bill card program
• How To:Highlight your preferred vendors

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Roll-out & Toolkit

• General Tips
• 3 Steps to a Successful Rollout
• Your Rollout Toolkit

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Billing & Credit Cards

• Central Billing Credit Cards
• Best Practices: Credit Cards
• Best Practices: Use a Central Company Card
• Best Practices: Control Credit Card Usage

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Air, Hotel & Car

• Take Advantage of the Egencia Flight Price Guarantee
• Find Cost-Efficient Air, Hotel & Car
• Negotiated Rates & Rewards

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Reporting

• Why is Reporting Useful?
• Which Reports are Available?
• How To: Run a Report
• How To: Use your Custom Data Fields in Reports
• Best Practices: Top 10 Most Valuable Egencia Reports

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Broadcast Messages

• Broadcast Messages
• How to: Post and Edit Messages
• Best Practices: Ways to Use Broadcast Messages

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Booking Travel

• Booking Itineraries
• How To: Guests – Book Travel
• Reference: Airline Class of Service Codes

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Traveler Groups

• Introduction
• How to: Traveler Groups
• How to: Custom Data Fields
• How to: Department Codes

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Policy

• Introduction
• Is Travel Policy for You
• Policy Types
• Traveler View of Policy
• How Search Results are Sorted
• Enforcing Policy
• Reason Codes
• How To: Set Up Air Policy
• How To: Set Up Hotel Policy
• How To: Set Up Car Policy
• Best Practices: Track Spending with Reason Codes

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Trip-Controller

• Introduction
• How to: Travel Managers
• What a Traveler Sees
• What an Arranger Sees
• Best Practices: Manage with Trip-Controller

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Negotiated Rates & Rewards

• Introduction
• Negotiated Air & Car Rates
• Airline Company Reward Programs
• How To: Sign Up for Company Reward Programs
• How To: Sign Up for Traveler Car Rental Loyalty Programs

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Managing Users

• Introduction
• User Roles: TM, Global Arranger, Arranger, and Traveler
• How to: Travelers – Create Profiles
• How to: Travelers – Assign to Arrangers
• How to: Guests – Create Guest Types
• How to: Guests – Guests: Assign to Arrangers
• How to: Guests – Book Travel
• Best Practices: Keep Contact Info Up-to-Date