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User Guide

Corporate Travel

We are excited that your team has chosen to partner with TravelBank to power their travel. Below is a quick user guide to help you get started.

Create Travel Profile

All business travel will be booked via the TravelBank platform or travel agents. You can book travel on the web or mobile app, and their travel agents are accessible via chat/email/phone 24/7/265. Review the video below to see how to add your traveler profile in TravelBank via My Account:

Book Travel

Booking on the mobile app with iOS or Android

  • Head to Travel located bottom right of the app
  • Select Flights, Hotels or Cars and book your travel

Booking with Web App

  • Book travel via the Travel tab on our web app

You can chat with our travel team via the app or email [email protected].

If you need to book/change/cancel your travel quickly, please call our 24/7 agent support line at 866-682-8785.

Requesting Approval

If your trip is outside of company policy, it may require approval by your manager prior to being booked. Once you have selected your itinerary, you can click "Request Flight/Hotel Approval" and your manager will be notified via email/app notification that they need to approve your request.


You will be brought to the next screen, which is where you will fill out a description of your trip. Please fill in details to describe why your trip is out of policy.


After you submit your itinerary for approval you will receive a notification that the request has been sent to you manager.


The itinerary you have selected will appear in your travel landing page with a pending manager approval tag. This will disappear once the trip is confirmed and an email will be sent to you showing the booking has been made.

The Travel Team

Behind TravelBank’s technology we have built an amazing team of travel agents, since we know that the human touch is sometimes necessary to make sure plans go smoothly. If you need to make changes/cancel an itinerary, or have a complex/group booking you need help with get in touch:

  • In the web app, select Chat With Us, hit the chat icon at the top right of the mobile app when you’re in the Travel section or send an email to [email protected]
  • You can also access our team on the phone 24/7/365 via 866-682-8785

Questions?


Chat with us in the app or email [email protected]