Compass Powered by Rearden Commerce

76
Training Tailored to the End User Training Tailored to the End User

description

Compass Powered by Rearden Commerce. Training Tailored to the End User. Contents. Activating your Account and Profile Overview Pages 4 – 27 Booking Air, Car and Hotel Pages 28 – 69 Additional Services on Compass Pages 70 – 75. Activating your Account and Profile Creation. - PowerPoint PPT Presentation

Transcript of Compass Powered by Rearden Commerce

Page 1: Compass  Powered by   Rearden  Commerce

Training Tailored to the End UserTraining Tailored to the End User

Page 2: Compass  Powered by   Rearden  Commerce

2

ContentsContents

• Activating your Account and Profile Overview Pages 4 – 27

• Booking Air, Car and Hotel Pages 28 – 69

• Additional Services on Compass Pages 70 – 75

Page 3: Compass  Powered by   Rearden  Commerce

Activating your Account Activating your Account and and Profile CreationProfile Creation

3

Page 4: Compass  Powered by   Rearden  Commerce

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

If you are a new user to Compass and have not receivedan activation e-mail or a link to log in for the first time, Please Contact: Your Travel Administrator or Travel Leaders eCommerce Online Support. 800-586-2472 or e-mail: [email protected]

The following slides will take you through the steps of logging in for the first time and creating your account.

4

Page 5: Compass  Powered by   Rearden  Commerce

5

Activation E-mail

Activation E-mail

New User New User Activation E-mailActivation E-mail

Create a Profile Create a Profile and and PasswordPassword

Some New Users Some New Users may may

be notified with a be notified with a pre-pre-defined link to begin defined link to begin

the Activation the Activation ProcessProcess

Check with your Check with your TravelTravel

Administrator Administrator withwith questions questions regarding the regarding the Travel ProgramTravel Program

Page 6: Compass  Powered by   Rearden  Commerce

6

Step One: Create your Own Unique

Password

Register your Register your AccountAccount

Page 7: Compass  Powered by   Rearden  Commerce

7

Profile fields marked by asterisk

are required fields to complete

Register your Register your AccountAccount

Page 8: Compass  Powered by   Rearden  Commerce

8

Travel Travel PreferencesPreferences

Travel Preference Information can be

updated at any time

Part of the Activation Process requires Part of the Activation Process requires the Users to begin the completion of the Users to begin the completion of Profile Information, including Travel Profile Information, including Travel Preferences and Membership Numbers.Preferences and Membership Numbers.

Page 9: Compass  Powered by   Rearden  Commerce

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://NMH-travel.reardencommerce.com

•Log in Name - NMH E-mail Address

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

Accessing

9

Page 10: Compass  Powered by   Rearden  Commerce

10

Compass Travel Home Page

Page 11: Compass  Powered by   Rearden  Commerce

11

‘Company News’ provides company specific communications and a web demonstration of Compass

‘Company Resources’ offers links to Travel Websites and company specific information

Hours of Operation & Contact Information for online booking help

and agent assistance

Page 12: Compass  Powered by   Rearden  Commerce

12

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

Page 13: Compass  Powered by   Rearden  Commerce

13

Note: Users need to access and complete all areas of the

Profile to update the necessary information

Main Profile Page with links to all

Profile features

Page 14: Compass  Powered by   Rearden  Commerce

14

Birth date and Gender fields Are required as part of the Secure Flight Program to be Mandated in

2010

Date of birth is an encrypted Field quotations indicate this field has been

populated, dashes indicate information is still required

First and Last name fields must match your

photo ID used for travel

Please contact online support to change these

fields

Page 15: Compass  Powered by   Rearden  Commerce

15

The Confirmation E-mails in this field are sent from

compass when a trip is Held or Submitted for Purchase

Itinerary / Invoice for final ticketing comes from Travel Leaders

Travel planners that wish to Receive a Copy of this itinerary invoice should enter their

e-mail address in this field

Page 16: Compass  Powered by   Rearden  Commerce

16

Profile | Addresses and Phone Numbers

Be sure to CLICK SAVE on bottom of each Profile Page when adding new

information

Home Phone Field is required as it “pushes” the

profile information to the Agency

If you prefer not to provide home phone as contact

number, enter business or cell here

Page 17: Compass  Powered by   Rearden  Commerce

17

Profile | Credit CardsMultiple Credit Cards

may be added to the Profile

Users should click on the “Add credit card” link to add a credit card for Hotel

Guarantees or Other Services

Centrally Billed Credit Cards can be added to the users

profile for all Airline and Fee Transactions and Hotel

Guarantees.

This card will be reflected on this page or may be hidden

to the end user

Page 18: Compass  Powered by   Rearden  Commerce

18

Add required information marked by

an Asterisk

Be sure to SAVE information added to all

pages of the Profile

Profile | Add a Credit Card

Page 19: Compass  Powered by   Rearden  Commerce

19

Profile | Travel Preferences

Air Special Requests will be seen by carrier in reservation

Add as many Membership Numbers as you like (Do not add spaces

or punctuation)

Note default fields for AIR search

Recommend Search by PRICE

Page 20: Compass  Powered by   Rearden  Commerce

20

Amenities included in the profile will be considered in

the hotel search options

Special Requests will be included in the reservation

Include Hotel Memberships

by the “Program” Name i.e.

Marriot Rewards or Hilton Honors

to include all properties under the program

If a Default Car type in not chosen in the profile, the system will default to

Intermediate size

Car and all rates returned are based on that size car

Page 21: Compass  Powered by   Rearden  Commerce

21

Passport and Intl Travel information is required in all

airline bookings, please include passport information if

you travel Internationally

Airport Parking and Car Service (sedan) are optional

features on this site and may not be enabled

Check the TRAVEL tab on the home page

Page 22: Compass  Powered by   Rearden  Commerce

22

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 am”

Travelers can add AAA Membership or other

discount numbers in the Additional Information

Section

Always SAVE each page of the

profile!

Add your Redress or

Known Traveler

Number if one has been assigned

Page 23: Compass  Powered by   Rearden  Commerce

23

Profile | Delegate Access

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

has been granted access to his or her profile

User may delete delegates on this page

Travel Planners can easily Delegate themselves to update profile information or book travel

for others

Travelers can Delegate others to book travel for

them

Page 24: Compass  Powered by   Rearden  Commerce

24

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 ‘Myself’ and access the traveler you are booking

for from this link

Page 25: Compass  Powered by   Rearden  Commerce

25

Profile | Delegate Access

Emergency Contact information is not

required but recommended as

good information for the agency to have

Fields may vary by company

Page 26: Compass  Powered by   Rearden  Commerce

26

Profile | NotificationsProfile | Notifications

Notifications Serve Multiple Purposes:

Trip Itinerary-Add additional e-mails to receive copies of your itineraries. Add alternate e-mails (home or spouse) to receive copies of your itineraries. 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 from the Carrier directly beginning three hours prior to scheduled departure time.

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

Page 27: Compass  Powered by   Rearden  Commerce

27

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

Page 28: Compass  Powered by   Rearden  Commerce

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

28

Page 29: Compass  Powered by   Rearden  Commerce

29

NMH-travel.reardencommerce.comNMH-travel.reardencommerce.com

Your Username is your NMH E-mail Address

A unique Password is created during the Activation process

Page 30: Compass  Powered by   Rearden  Commerce

30

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

.

Page 31: Compass  Powered by   Rearden  Commerce

31

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

Page 32: Compass  Powered by   Rearden  Commerce

32

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

Page 33: Compass  Powered by   Rearden  Commerce

33

Book three ways; Round trip, multi-city

up to four destinations , and one

way

Additional flight option changes

It is recommended to begin the Search by PRICE to

ensure you are comparing the best fares

Be sure to change the Time Options to match the window of air options

you want returned in the search Anytime will return flights all day

Page 34: Compass  Powered by   Rearden  Commerce

34

Travel | Trip Planner

The Hotel Search will default to the arrival

airport

To book multiple hotels within one reservation at

different destinations, use the link indicated for

multi city search

Change the criteria of Hotel and Car search – Refer to Next Slide

Page 35: Compass  Powered by   Rearden  Commerce

35

Travel | Trip Planner

Hotel Search will default to the Airport you are traveling

to

Click on Address to change the Search to City Center or add a suburb name or street address to make the search

more efficient

Include the name of Hotel or Hotel Chain Name to bring

those matching search options to the top of the list of results

Rental Car will default to Airport pick up

To see Off Airport Locations, uncheck the box to change

the SearchClick SEARCH to begin your

reservation

Page 36: Compass  Powered by   Rearden  Commerce

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. Low Cost carriers such as: Southwest, Air Tran, and USA 3000 are available to book on this site.

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. Low Cost carriers such as: Southwest, Air Tran, and USA 3000 are available to book on this site.

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.

36

Page 37: Compass  Powered by   Rearden  Commerce

37

Travel | Select your departure flight #2-View By Segment

#1-ResultsReturned by Price

#3-Air Matrix

#4-Select Flights#5-Nearby Airports

#6-Flight Prices

Page 38: Compass  Powered by   Rearden  Commerce

38

Flight Details include

on time stats in “More Details”

Select and Confirm a Seat from this step of

the booking process

Unused Tickets are Flagged on

the Matrix and in the Air

Detail

Preferred carriers will be displayed by a

Gold P Medallion

Page 39: Compass  Powered by   Rearden  Commerce

39

Travel | Modify your Air Search

Changes to your Air Search can be made

here:

Click Show ALL to see all Flight Options

Move the dynamic bar to change the time window for Flights

Include options at nearby Airports and compare prices by clicking the additional boxes

Page 40: Compass  Powered by   Rearden  Commerce

40

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

Page 41: Compass  Powered by   Rearden  Commerce

41

Travel | Select your return flight

Return Flight page provides the user the ability to modify

options as well, before making a Selection

Page 42: Compass  Powered by   Rearden  Commerce

42

This is how the Flight Search Display appears when

Searching by Schedule

Price will be attached to selection when all flights are

chosen

Travel | Select your return flight

Page 43: Compass  Powered by   Rearden  Commerce

43

1 - The Google style map offers the user a visual illustration of the search reference point and hotels located in the surrounding area.

2 - Sort options default to any Company policy included. You can Sort your options by Distance, Price and Star Rating.

3 - The ‘preferred’ shows the user this property is a preferred hotel; Compass highlights the word in Gold to show it’s preferred status and always come to the top of the page for each search. Most preferred hotels provide a company negotiated rate. Some companies choose to flag “recommended” properties as preferred.

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.

Page 44: Compass  Powered by   Rearden  Commerce

44

Travel | Select your hotel#1-Google Style Map

#3-Preferred Hotels

#5-Narrow Your Choices

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

#2-Sort Options

Page 45: Compass  Powered by   Rearden  Commerce

45

Travel | Select your hotel

Refer to next Slide: Select the link of the hotel

name to view detailed information about this

Hotel

Page 46: Compass  Powered by   Rearden  Commerce

46

Travel | Hotel Details

View detailed information about this Hotel upon

selecting the Hotel Name Link

Page 47: Compass  Powered by   Rearden  Commerce

47

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

from this page

Travel | Select your hotel

Page 48: Compass  Powered by   Rearden  Commerce

48

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 hotel

Page 49: Compass  Powered by   Rearden  Commerce

49

Preferred Car Companies will be flagged and show

at top of the search

Additional rental options will be

available as well

You have the option to easily change your

search options,

modify rental days, or car

type

Check your Company Travel Policy for

insurance information and booking preferred

companies

Travel | Choose a car

Page 50: Compass  Powered by   Rearden  Commerce

50

Travel | Choose a carView Mileage and

Rates and Car Rental Details/Rules

Page 51: Compass  Powered by   Rearden  Commerce

51

Travel | Review your trip

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

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

Page 52: Compass  Powered by   Rearden  Commerce

52

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

The Rules and Restrictions for the Flights and Hotel

booking are reflected here

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

Page 53: Compass  Powered by   Rearden  Commerce

53

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

Page 54: Compass  Powered by   Rearden  Commerce

54

Travel | Review your tripRules 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

Page 55: Compass  Powered by   Rearden  Commerce

55

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

Major air carriers allow a air reservation to be held for 24 hours. Fares are guaranteed at the time of 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. (some exceptions apply 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.

Page 56: Compass  Powered by   Rearden  Commerce

56

Travel | Purchase TripThe Purchase Page reviews the information in the user’s

profile

‘Name your trip’ will appear as a reference on your upcoming trips area

Additions and Changes can be made at the time of

booking

Required fields are marked on

this page

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

Page 57: Compass  Powered by   Rearden  Commerce

57

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

Special Handling Instructions Box is used to

send a message to an agent to complete the booking

Additional fees may apply for Agent Assistance

Add Flight Status and Itinerary Notifications not already in your profile

Page 58: Compass  Powered by   Rearden  Commerce

58

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

Enter Emergency

Contact Information

Credit cards in profile are reflected. Make changes if

necessary

Some companies will have Central Business credit cards as the default payment for

Airfare

Page 59: Compass  Powered by   Rearden  Commerce

59

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

Review the Trip Cost Summary,

Choose to Hold the reservation or Submit for Purchase

Page 60: Compass  Powered by   Rearden  Commerce

60

Travel | Purchase Trip Select Ok and Hit Purchase

Page 61: Compass  Powered by   Rearden  Commerce

61

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

Page 62: Compass  Powered by   Rearden  Commerce

62

E-mail Notification from Travel Leaders-this is your notification

of an issued ticket

This Includes the Airline confirmation,

ticket number and fee breakdown for

Expense Reporting

Attached PDF Printable Itinerary

Page 63: Compass  Powered by   Rearden  Commerce

63

Trips booked “offline” with an agent will be imported to your

profile online

You will only be able to make changes online to bookings

made online

To Access a Reservation click on the icon next to the

name of trip

Page 64: Compass  Powered by   Rearden  Commerce

64

Travel Tools | View details

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

and car, Rules and Restrictions, and cost summary information

Page 65: Compass  Powered by   Rearden  Commerce

65

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.

Page 66: Compass  Powered by   Rearden  Commerce

66

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

Page 67: Compass  Powered by   Rearden  Commerce

67

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

Cancellation

Cancel this Trip assumes you want to cancel the entire trip.

Travel Tools | Cancel this trip

Page 68: Compass  Powered by   Rearden  Commerce

68

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 allows you to Recreate the same trip for different

dates

Travel Tools | Book again

Page 69: Compass  Powered by   Rearden  Commerce

69

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

Page 70: Compass  Powered by   Rearden  Commerce

70

Additional Features for Additional Features for Business TravelBusiness Travel

Page 71: Compass  Powered by   Rearden  Commerce

71

The Dining feature is available through Open Table - 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

Page 72: Compass  Powered by   Rearden  Commerce

72

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

Page 73: Compass  Powered by   Rearden  Commerce

73

Send an Online Invitation that

populates to yours and your Guest’s

calendar!

Page 74: Compass  Powered by   Rearden  Commerce

74

Entertaining a Client-Rather than navigate to

another site, you can book Sports, Concert and Theater

tickets from this page.

A credit card will be required for the purchase and the

same cancellation policies apply as if you were booking

on the site directly.

Page 75: Compass  Powered by   Rearden  Commerce

75

The Rearden Mobile Assistant provides an icon “R” for your

Blackberry desktop for quick access to all the services booked through

Compass

Today Rearden Commerce supports Blackberry, iPhone,

and Mobile Web for SmartPhones

Page 76: Compass  Powered by   Rearden  Commerce