How do I add a car rental policy to our account?

Set a car rental policy to help your bookers and travelers select car rentals that make sense for them and for your company.

A car rental policy allows you to set guidelines to control spend with maximum daily rate or maximum amount over the lowest rate and with maximum permitted car size (no sports cars!), and to require that bookers pick from your preferred rental companies.

After you've created a policy, here's how to add a car policy:

Step 1: Click Travel Policy on the left side of your dashboard. 

Step 2: Click the travel policy under Active Travel Policies that you would like to edit.

Step 3: Scroll down to the Car Rental Policy area and enter the details, including Car Options like maximum daily rate, largest permitted car type and whether only preferred car rental companies should be booked, amount over the Lowest Logical Rate (essentially the market rate), and whether travelers can book Extras like navigation units. Click Save Changes at the bottom. 

Bonus Step 4: If you need help setting up a direct bill with car rental companies for some or all of your travelers, your Relationship Manager can help you get that done!

That's it! Bookers and travelers will now see flags in their car rental display showing which options are out of policy (and why) and guiding them to select in-policy options. If they select an out-of-policy car rental they'll be reminded of the policy and asked for an explanation at booking.


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