Process Library

Travel Booking

A process to book business travel within policy with a complete itinerary, so the traveler never has to wonder what comes next.

Admin & Office 6 steps
When to use

When a trip is approved and needs to be arranged.

Trigger
Runs when: An approved trip

The procedure

6 steps

  1. Confirm the dates, purpose, budget, and any preferences or loyalty programs.
  2. Book flights and lodging within policy, optimizing for the traveler's time, not just price.
  3. Arrange ground transport for each leg, including airport transfers.
  4. Assemble one itinerary with confirmation numbers, addresses, and timings.
  5. Note visa, ID, or health requirements for the destination.
  6. Send the itinerary ahead of time and stay reachable during the trip for changes.
Outputs
  • Booked travel within policy
  • A single consolidated itinerary
  • Any document requirements flagged
Tools
Travel booking toolCalendarExpense system
Note: Consolidate everything into one itinerary. A traveler digging through six confirmation emails at a gate is a process failure, not their fault.
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Related searches
travel booking sop business travel process itinerary checklist corporate travel trip planning

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