How do I add an air policy to our account?

Add an Air Policy to your travel policy to help your bookers and travelers find flights and fares that work for both them and your company.

An air policy allows you to set guidelines so your bookers and travelers pick flights and fares that make sense both for them and for the company. You can control spend with a maximum airfare limits, highest cabin allowed, required advance purchase and more.

After you've created a policy, here's how to add an air 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 Air Policy area and enter the policy details, including Maximum Airfare for domestic and international trips, Authorized Cabin controlling whether travelers can book economy or premium cabins on domestic and international trips, Airlines, the amount over Lowest Logistical Fares (the market rates) that travelers can book, the amount that travelers can spend on Premium Seating and Southwest EarlyBird boarding, whether Basic Economy Fare Types are shown, how many Travelers Flying Together are allowed, and what minimum advance Purchase Window is required. Once you've selected your options, click Save Changes at the bottom to record your policy.

Note: next to each of these Air Policy fields is a (?), hover over that to learn more about that policy field.

That's it! Bookers and travelers will now see flags in their flights 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 flight or fare they'll be reminded of the policy and asked for an explanation at booking.

 

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