Customer Onboarding Journey

1. Understand your Booking Requirements
2. Understand your Pain Points
3. Review Sample Invoice 
4. Understand Your Account Requirements
5. Demo LodgeLink Portal

After the client submit all of the required documents, LodgeLink will:

1. Identify Any Pending Items
2. Conduct a Soft Credit Check

1. Information about your accommodation and travel requirements
2. Corporate agreements with hotels, flights, rentals
3. Policies for hotels, flights, rentals
4. Billing Requirements
5. Who
   1. Champion(s) of the solution
   2. Decision Maker(s)
   3. AP Contact
   4. Booker(s)

Please sign and return these documents:

• MSA & Fee Schedule
• Optional:
  • Signed Credit Application
  • Any Added Travel Desk Services
  • Signed Duty of Care Agreement

Please also provide:

• Legal Entity Name(s)
• Canada: GST number
• USA: W-9

Set Up Hotel Bookings Customer Portal

• Submit Approved Credit
• Set Up Payment IDs*
• Set Up Cost Tracking Codes*
• Set Up Crew List*

Set Up Travel Desk Account

• Define Credit Split between Accommodations & Travel

Set Up Duty Of Care

*Set up for a fee

Portal

Champion will:

• Receive Email Set Up Link
• Create Login Credentials
• Create Account
  • Account will remain pending until on boarding

Set Up

What We'll need:

• User List
  • Organization Administrators
  • Booking Administrators
• Crew List
• Payment ID
• Cost Tracking Codes

For Travel:

1. Authorized Travel Bookers
2. Approval Process
3. Reporting Requirements
4. Travel Profiles
5. Optional:
   • Who Receives Credit Tracking & Reporting

For Flights:

1. Account Details for Corporate Agreements
2. Reconfirm Travel, Air Fare Policies

For Rentals:

1. Account Details for Corporate Agreements
2. Reconfirm Rental Policies

What We'll need:

• User List 
• Emergency Contacts 
• Travel Profiles

LodgeLink will:

• Activate Portal
• Review User Management
• Review Payment IDs / Cost Tracking Codes / Crew List
• Discuss Contacting Customer Service
• Review Project and Supply Requests

LodgeLink will:

• Introduction to your Dedicated Travel Advisor
• Reconfirm Flight and Rental Policies
• Discuss Contacting the Travel Desk Team

LodgeLink will:

• Magnatech Demo
• Notification Set Up

If needed, we can additionally support with

• Training Specific Users
• Training Divisions
• Training Roles

• Invite Users to Portal
  • Organization Administrators
  • Booking Administrators
• If not already set:
  • Set Up Crew List
  • Set Up Payment IDs
  • Set Up Cost Tracking Codes

Hotels:

• 1st Booking on Portal

Travel Desk:

• 1st Flight Booking made with Travel Desk

• Credit Approved Accounts:
  • Will receive an invoice up to 2 weeks after check out.
  • For longer stays, will receive an invoice every few weeks
  • Settlements will reconcile and match the booking with the folio prior to invoicing
  • 1st Invoice Meeting / Call with your Dedicated Customer Success Representative

• Credit Card Payments:
  • Will be charged up to 2 weeks after checkout
  • For longer stays, will be charged partially every few weeks
  • Pre-Authorization Charge at Time of Booking
  • Settlements will reconcile and match the booking with the folio prior to charging
  • Once charged, email sent with the receipt and Charge Sheets
  • 1st Receipt Meeting / Call with your Dedicated Customer Success Representative

• Credit Approved Accounts:
  • Invoices are issued 1 business day after ticketing
  • Invoices may be delayed during financial periods or close to statutory reporting cycles.

• Credit Card Payments:
  • Airline tickets processed immediately upon ticketing.
  • Initial itinerary will include a link to the e-ticket and receipt.
  • Invoices will post the following business day, which will include the airline and service fee.
  • Service fee will be charged after the invoice posting.
  • Invoices may be delayed during financial periods or close to statutory reporting cycles.

Review Accommodation Spend / Travel Spend 

•  Feedback 

• Ongoing support with your Dedicated Customer Success Representative
• New User Training
• Ongoing Account Reviews
• Tips & Tricks and Product Updates