Booking | Travel policy builder

Welcome

Let’s create your travel policy

step 1

First, tell us about your business

Company name

Company logo

Upload file

Select your country

Select your preferred currency

step 2

Next, share your travel guidelines

How far in advance should bookings be made?

Do you allow self-booking?

Yes

No

Who needs to approve travel requests?

Add another person

Select base group

Add another person

Any additional travel policy details?

step 3

What about your accommodation preferences?

What are your accommodation budgets for different countries/cities?

Yes

No

Add another

Do you require only refundable accommodation (free cancellations)?

Yes

No

Do you have any saved addresses or locations for accommodation?

Yes

No

Add another

Any other accommodation policy details?

step 4

Let’s talk about flights

Do you have a preferred airline?

Yes

No

Do you have a destination budget for flights?

Yes

No

What is your destination budget for flights?

Add another

What seat class is allowed?

Are low-cost airlines allowed?

Yes

No

Do you manage unused tickets?

Yes

No

What is your cancellation policy?

Do you want to include any other flight policy details?

step 5

Now, onto ground transportation options

Car rental

Do you allow rental cars?

Yes

No

Do you have a preferred rental car company?

Yes

No

Select your preferred rental company per country

Add another Other (please specify)

Select your preferred rental company per country

Add another

Enter the maximum allowable budget per day

Add another Other (please specify)

Do you want to include any other flight policy details?

Taxi

What is your taxi budget per country, per day?

Add another Other (please specify)

Do you have any additional taxi policy details you’d like to add?

Personal cars

Do you allow personal car use on business trips?

Yes

No

What is the maximum distance for which expenses can be claimed (in kilometres/miles)?

What is the expense rate per km/mile?

Radio base button group

Kilometrs

Miles

Do you have any additional personal car policy details you’d like to add?

Public transport

Radio base button group

Yes

No

What are your preferred public transport types?

Bus

Train

Ferry/boat

What is the preferred class for train travel?

Do you have any additional public transport policy details you’d like to add?

step 6

What about your expense preferences?

Do you have a preferred expense management tool?

Yes

No

Which expense management tool(s) do you use?

Add another

Do you provide a per diem (daily allowance) for food and drinks?

Yes

No

What is the per diem budget per day?

What should travellers do if the per diem budget is not fully used?

Do all expense claims require an itemised invoice including applicable tax (e.g. VAT)?

Yes

No

Do you want to include any other expense policy details?

step 7

Almost there! We just need your duty of care details

Who is your point of contact for duty of care in the company?

Do you have a preferred travel insurance company?

Add your own

Is duty of care provided?

Yes

No

Do you use a traveller locator?

Yes

No

Do you want to include any other safety and security policy details?

step 8

Finally, any other policy specifics?

Do you have any other travel policy details you would like to add?

step 9

Review your travel policy below

Here’s your completed travel policy to review. Use the menu on the right to go back and make changes. When it’s correct, you can get an emailed version.

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

Section 1

First, tell us about your business

These guidelines cover how travel should be booked, approved, and managed for business purposes.

Title underline

Booking lead time

All travel bookings must be made at least [Booking Lead Time] in advance to ensure sufficient time for approvals and arrangements.

Self-booking

Employees are [Allowed/Not Allowed] to book their own travel. If self-booking is not permitted, travel arrangements must be coordinated through [Travel Coordinator’s Name/Position] via [Email Address].

Travel approval process

Before any bookings are confirmed, all travel must be approved by [Approver’s Name], [Position]. Approvals can be requested via [Email Address].

Additional guidelines

[Preferred booking software/system]
[Other travel-related rules, e.g., allowable travel purposes or restrictions]

step 10

You’re all set!

Enter your details below to get a copy of your policy emailed to you.

I agree to the terms and conditions

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