OFFICE HOURS SERIES

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Office Hours On-Demand

Welcome to our library of recordings from our Office Hours series, hosted by our Customer Success Managers. These sessions are designed to help you get the most out of TravelBank. Centered around a theme, each session shares best practices and a 20-30 minute demo.

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Booking Travel

Best for: Travelers, Delegates and Travel Admins

TravelBank is here to streamline all flights, hotels and cars for your employees, letting them book in one platform. Learn more about our inventory, what is needed at check in, and tips on how to book using TravelBank.

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Expense Policy

Best for: Admins and Finance

TravelBank expense policies are used to ensure company money is being spent wisely. Learn from an expert on the ways to build out your expense policy.

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Hotel Negotiated Rates

Best for: Admins and Finance

Do you travel to the same hotel or area often? Do you know how local negotiated hotel rates can benefit you? Come learn about how TravelBank clients utilize their own negotiated hotel rates for savings.

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Submitting Expense Reports

Best for: Employees and Expense Admins

Whether it’s your 1st or 100th time submitting an expense report, it's important to make sure it’s done correctly and in a timely manner. Learn more about how to submit your expense report within TravelBank and some tips on how to do it more efficiently!

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Travel Policy

Best for: Travel Admins

Travel policies are important when it comes to day of care and cost savings for your company. Learn more about how to build out your travel policy in TravelBank.

Office Hours - Roles + Permissions Settings

Roles & Permissions

Best for: Admins and Finance

Master setting roles and permissions in TravelBank. Learn about the permissions associated with each role and their benefits to optimize your team's efficiency and reduce risk. We'll also cover the value of the delegate role and how to change the status of employees.

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Change Management: Travel

Best for: Travel Admins and Finance

Our product expert reviews best practices for change management when rolling out TravelBank's Travel platform to your employees, including key communication points and common objections.

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Change Management: Expense

Best for: Expense Admins and Finance

Our product expert reviews best practices for change management when rolling out TravelBank's Expense platform to your employees iincluding key communication points and how to prep various roles.

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Card Management, Part I

Best for: Expense Users and Admins

Credit card management is immensely important when it comes to your expense program. Join us for this two part series on credit card management. In Part 1, we discuss how to get started with getting your credit card data into TravelBank and best practices.

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Card Management, Part II

Best for: Admins and Finance

In Part 2 of credit card management, we cover how to use reporting and dashboards directly in TravelBank for faster reconciliation and insights.

Get advice and answers from the TravelBank Team in our support library.
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If you have an immediate question you would like to troubleshoot, reach out to support@travelbank.com

NEW IN TRAVELBANK

Travelers booking flights in the web app can see carbon emissions data displayed during their search, empowering individuals to make better-informed decisions regarding their carbon footprint. Travelers are able to easily compare flights using advanced CO2 performance metrics, such as aircraft type, routing and more.

Contact support@travelbank.com to activate this feature.

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