CSM Office Hours On-Demand

Our onboarding expert guides you through setting up the Travel side of TravelBank for your company. We walk through booking travel and dive into policies and approvals, user and role management, rewards, custom fields, and the travel questionnaire. (40 minutes)

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. (21 minutes)

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. (36 minutes)

Learn best practices for change management when rolling out TravelBank's Travel platform to your employees. In this session, learn about the importance of change management as you transition to TravelBank, benefits for your travelers, and key communication points to your team. (23 minutes)

Custom fields are great for collecting additional information about why employees are traveling. This training session focuses on how to configure custom fields. (2 minutes)

Have employment candidates who need to travel for an on-site interview? This session covers features available to admins and demos how candidates can be set up to book their own travel within policy, booking for candidates under the delegate role, and how candidates can receive itineraries booked on their behalf. (24 minutes)

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. (24 minutes)