Compass Powered by Rearden Commerce
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Transcript of Compass Powered by Rearden Commerce
Training Tailored to the End UserTraining Tailored to the End User
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ContentsContents
• Activating your Account and Profile Overview Pages 4 – 27
• Booking Air, Car and Hotel Pages 28 – 69
• Additional Services on Compass Pages 70 – 75
Activating your Account Activating your Account and and Profile CreationProfile Creation
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New User-New User-Compass Online Booking ToolCompass Online Booking Tool
If you are a new user to Compass and have not receivedan activation e-mail or a link to log in for the first time, Please Contact: Your Travel Administrator or Travel Leaders eCommerce Online Support. 800-586-2472 or e-mail: [email protected]
The following slides will take you through the steps of logging in for the first time and creating your account.
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Activation E-mail
Activation E-mail
New User New User Activation E-mailActivation E-mail
Create a Profile Create a Profile and and PasswordPassword
Some New Users Some New Users may may
be notified with a be notified with a pre-pre-defined link to begin defined link to begin
the Activation the Activation ProcessProcess
Check with your Check with your TravelTravel
Administrator Administrator withwith questions questions regarding the regarding the Travel ProgramTravel Program
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Step One: Create your Own Unique
Password
Register your Register your AccountAccount
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Profile fields marked by asterisk
are required fields to complete
Register your Register your AccountAccount
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Travel Travel PreferencesPreferences
Travel Preference Information can be
updated at any time
Part of the Activation Process requires Part of the Activation Process requires the Users to begin the completion of the Users to begin the completion of Profile Information, including Travel Profile Information, including Travel Preferences and Membership Numbers.Preferences and Membership Numbers.
To Log into Compass once your account is activated use the link below.
You may save this link as a “favorites” for easy access.
•Log into Compass - https://NMH-travel.reardencommerce.com
•Log in Name - NMH E-mail Address
•Password - Unique password created upon activating your account through the activation e-mail
Accessing
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Compass Travel Home Page
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‘Company News’ provides company specific communications and a web demonstration of Compass
‘Company Resources’ offers links to Travel Websites and company specific information
Hours of Operation & Contact Information for online booking help
and agent assistance
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After completing the activation, you are directed to home page. Click on
the Profile Link before booking travel and complete the additional
areas of the profile
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Note: Users need to access and complete all areas of the
Profile to update the necessary information
Main Profile Page with links to all
Profile features
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Birth date and Gender fields Are required as part of the Secure Flight Program to be Mandated in
2010
Date of birth is an encrypted Field quotations indicate this field has been
populated, dashes indicate information is still required
First and Last name fields must match your
photo ID used for travel
Please contact online support to change these
fields
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The Confirmation E-mails in this field are sent from
compass when a trip is Held or Submitted for Purchase
Itinerary / Invoice for final ticketing comes from Travel Leaders
Travel planners that wish to Receive a Copy of this itinerary invoice should enter their
e-mail address in this field
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Profile | Addresses and Phone Numbers
Be sure to CLICK SAVE on bottom of each Profile Page when adding new
information
Home Phone Field is required as it “pushes” the
profile information to the Agency
If you prefer not to provide home phone as contact
number, enter business or cell here
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Profile | Credit CardsMultiple Credit Cards
may be added to the Profile
Users should click on the “Add credit card” link to add a credit card for Hotel
Guarantees or Other Services
Centrally Billed Credit Cards can be added to the users
profile for all Airline and Fee Transactions and Hotel
Guarantees.
This card will be reflected on this page or may be hidden
to the end user
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Add required information marked by
an Asterisk
Be sure to SAVE information added to all
pages of the Profile
Profile | Add a Credit Card
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Profile | Travel Preferences
Air Special Requests will be seen by carrier in reservation
Add as many Membership Numbers as you like (Do not add spaces
or punctuation)
Note default fields for AIR search
Recommend Search by PRICE
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Amenities included in the profile will be considered in
the hotel search options
Special Requests will be included in the reservation
Include Hotel Memberships
by the “Program” Name i.e.
Marriot Rewards or Hilton Honors
to include all properties under the program
If a Default Car type in not chosen in the profile, the system will default to
Intermediate size
Car and all rates returned are based on that size car
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Passport and Intl Travel information is required in all
airline bookings, please include passport information if
you travel Internationally
Airport Parking and Car Service (sedan) are optional
features on this site and may not be enabled
Check the TRAVEL tab on the home page
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Include any Personal Information you want an Agent to be aware of in the
Misc. Remarks: e.g. “Never book connection
through Chicago and not early morning flights before
9 am”
Travelers can add AAA Membership or other
discount numbers in the Additional Information
Section
Always SAVE each page of the
profile!
Add your Redress or
Known Traveler
Number if one has been assigned
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Profile | Delegate Access
An E-mail is sent to the traveler to notify a user
has been granted access to his or her profile
User may delete delegates on this page
Travel Planners can easily Delegate themselves to update profile information or book travel
for others
Travelers can Delegate others to book travel for
them
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Profile | Delegate Access
Search for a user by E-mail or Last Name
Select the traveler or delegate from the search results
On the Home Page the Drop Down box reveals all travelers the user
has delegate access to
Always log in as ‘Myself’ and access the traveler you are booking
for from this link
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Profile | Delegate Access
Emergency Contact information is not
required but recommended as
good information for the agency to have
Fields may vary by company
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Profile | NotificationsProfile | Notifications
Notifications Serve Multiple Purposes:
Trip Itinerary-Add additional e-mails to receive copies of your itineraries. Add alternate e-mails (home or spouse) to receive copies of your itineraries. It is not necessary to add your business address or a travel planner address for this notification area.
Flight Status Updates-Provides Flight change status updates from the Carrier directly beginning three hours prior to scheduled departure time.
Receive Status Updates and reminders for all services booked on Compass.
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Flight Status Updates utilizing “Flight Stats” provide real time updates to all Flights 3 hours
Prior to Departure
Travelers and Travel Planners may enter up to three types of notifications to multiple people
Profile | Notifications
Booking Air, Hotel &Booking Air, Hotel &Car Reservations Car Reservations
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NMH-travel.reardencommerce.comNMH-travel.reardencommerce.com
Your Username is your NMH E-mail Address
A unique Password is created during the Activation process
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Users can Start a Booking from the‘Quick Search’ tab on the Home Page,
however, Travel Leaders Recommends travelers use the “Travel Tab” when starting a new booking to include more
detail in your Search Criteria
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The Trip Planner page provides detailed search
criteria options to enhance your search
for Air, Hotel, and Rental Car
From the Home Page click on the TRAVEL Tab and
choose Trip Planner to begin your search
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Travel | Unused Tickets
From the home page use the Travel tab to
access Unused Ticket information
in the drop down
Travel Leaders Manages your unused tickets automatically; the detail here reminds you when an unused ticket is about to expire
On the Air Search Page, this information is flagged again to
remind you to book the carrier in order to use the ticket
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Book three ways; Round trip, multi-city
up to four destinations , and one
way
Additional flight option changes
It is recommended to begin the Search by PRICE to
ensure you are comparing the best fares
Be sure to change the Time Options to match the window of air options
you want returned in the search Anytime will return flights all day
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Travel | Trip Planner
The Hotel Search will default to the arrival
airport
To book multiple hotels within one reservation at
different destinations, use the link indicated for
multi city search
Change the criteria of Hotel and Car search – Refer to Next Slide
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Travel | Trip Planner
Hotel Search will default to the Airport you are traveling
to
Click on Address to change the Search to City Center or add a suburb name or street address to make the search
more efficient
Include the name of Hotel or Hotel Chain Name to bring
those matching search options to the top of the list of results
Rental Car will default to Airport pick up
To see Off Airport Locations, uncheck the box to change
the SearchClick SEARCH to begin your
reservation
1 - Travel Leaders recommends the Flight Search be set to Search by PRICE. This allows the user to compare the best available fares with the search criteria. Search by SCHEDULE allows the end user to select flights based on the carrier’s schedule but with no reference to price or availability.
2 - The display defaults to View Results by Segment. This shows all departure options first and once the user selects the flight, the Return Options will be displayed. Users can also see results by Complete Trip from this drop down. This changes the options to both outbound and return flights priced together.
3 - The Air Matrix allows the user to sort the detailed options and provides a snapshot of the best fares available. Low Cost carriers such as: Southwest, Air Tran, and USA 3000 are available to book on this site.
4 - Select flights from the detailed list on the right side of page.
5 - The Modify area allows the user to change the search criteria from this page.
6 - The Price of Flights on the “Select your Departure/Return Flight” pages is based on a round trip price including taxes. Price of flights may change depending on the return flight chosen.
1 - Travel Leaders recommends the Flight Search be set to Search by PRICE. This allows the user to compare the best available fares with the search criteria. Search by SCHEDULE allows the end user to select flights based on the carrier’s schedule but with no reference to price or availability.
2 - The display defaults to View Results by Segment. This shows all departure options first and once the user selects the flight, the Return Options will be displayed. Users can also see results by Complete Trip from this drop down. This changes the options to both outbound and return flights priced together.
3 - The Air Matrix allows the user to sort the detailed options and provides a snapshot of the best fares available. Low Cost carriers such as: Southwest, Air Tran, and USA 3000 are available to book on this site.
4 - Select flights from the detailed list on the right side of page.
5 - The Modify area allows the user to change the search criteria from this page.
6 - The Price of Flights on the “Select your Departure/Return Flight” pages is based on a round trip price including taxes. Price of flights may change depending on the return flight chosen.
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Travel | Select your departure flight #2-View By Segment
#1-ResultsReturned by Price
#3-Air Matrix
#4-Select Flights#5-Nearby Airports
#6-Flight Prices
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Flight Details include
on time stats in “More Details”
Select and Confirm a Seat from this step of
the booking process
Unused Tickets are Flagged on
the Matrix and in the Air
Detail
Preferred carriers will be displayed by a
Gold P Medallion
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Travel | Modify your Air Search
Changes to your Air Search can be made
here:
Click Show ALL to see all Flight Options
Move the dynamic bar to change the time window for Flights
Include options at nearby Airports and compare prices by clicking the additional boxes
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Users can Select a Seat by clicking the Seat Map link next to the flight option on the Flight
Search page
By selecting a seat here and clicking Done, the seat will be confirmed and the search will
progress to the Next Step –
Choose your Return Flight
Travel | Seat selection
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Travel | Select your return flight
Return Flight page provides the user the ability to modify
options as well, before making a Selection
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This is how the Flight Search Display appears when
Searching by Schedule
Price will be attached to selection when all flights are
chosen
Travel | Select your return flight
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1 - The Google style map offers the user a visual illustration of the search reference point and hotels located in the surrounding area.
2 - Sort options default to any Company policy included. You can Sort your options by Distance, Price and Star Rating.
3 - The ‘preferred’ shows the user this property is a preferred hotel; Compass highlights the word in Gold to show it’s preferred status and always come to the top of the page for each search. Most preferred hotels provide a company negotiated rate. Some companies choose to flag “recommended” properties as preferred.
4- Choose to view photos, Hotel Amenities, Review Rate Details, or compare rates at properties. Users can easily “open” multiple rate displays and Compare Price per night, star ratings, and other amenities.
5 - Narrow your choices or Modify your search from this area including changing check in and check out dates. The original search criteria is displayed here.
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Travel | Select your hotel#1-Google Style Map
#3-Preferred Hotels
#5-Narrow Your Choices
#4-Star Rating, Photos, Amenities, or Compare Rates
#2-Sort Options
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Travel | Select your hotel
Refer to next Slide: Select the link of the hotel
name to view detailed information about this
Hotel
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Travel | Hotel Details
View detailed information about this Hotel upon
selecting the Hotel Name Link
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Select “See room rates” to view available room rates at different hotels
from this page
Travel | Select your hotel
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Be sure to read the Rate Details closely to ensure that you are choosing a
rate that fulfills your preferences.
Once you Select a Rate on this page you have BOOKED
that rate
Cancellations to this reservation fall under the policies
stated in the room/rate details.
Be aware of rates that include the
word(s), Advance Purchase, no
refunds, cancel fee applies, etc.
Travel | Select your hotel
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Preferred Car Companies will be flagged and show
at top of the search
Additional rental options will be
available as well
You have the option to easily change your
search options,
modify rental days, or car
type
Check your Company Travel Policy for
insurance information and booking preferred
companies
Travel | Choose a car
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Travel | Choose a carView Mileage and
Rates and Car Rental Details/Rules
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Travel | Review your trip
Use this Page to: Change Booked Segments Select Seats Review your Reservation
(Page 1 of 3)(Page 1 of 3)
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Travel | Review your trip(Page 2 of 3)(Page 2 of 3)
The Rules and Restrictions for the Flights and Hotel
booking are reflected here
Please take note of both before submitting air purchase and/or holding a reservation
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Travel | Review your trip(Page 3 of 3)(Page 3 of 3)
Choose to ‘Hold this Trip’ or Continue to Submit for Purchase
Hotel only bookings can not be HELD Once a hotel rate is selected it is
booked and under the Hotel Cancellation penalties
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Travel | Review your tripRules and Restrictions for Flights based on Fare Rules
from the Carrier
Please note: the Advance Purchase Requirements if you intend to HOLD an AIR reservation for 24 hours.
Some Carriers will not allow reservations to be
held
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Guidelines for: Holding and Purchasing a TicketGuidelines for: Holding and Purchasing a Ticket
Major air carriers allow a air reservation to be held for 24 hours. Fares are guaranteed at the time of ticketing. The price may change based on the rules of the original fare booked.
Changes can be initiated online to an air reservation if Travel has NOT begun. (some exceptions apply e.g. multiple carrier reservations) Changes to air segments after travel has begun must be made with an agent.
Most Cancellations to any portion of a trip can be made online.
If you cancel a non refundable ticketed airline reservation the amount of that ticket is placed in a database for application on a future ticket on the same carrier.
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Travel | Purchase TripThe Purchase Page reviews the information in the user’s
profile
‘Name your trip’ will appear as a reference on your upcoming trips area
Additions and Changes can be made at the time of
booking
Required fields are marked on
this page
(Page 1 of 4)(Page 1 of 4)
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Travel | Purchase Trip(Page 2 of 4)(Page 2 of 4)
Special Handling Instructions Box is used to
send a message to an agent to complete the booking
Additional fees may apply for Agent Assistance
Add Flight Status and Itinerary Notifications not already in your profile
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Travel | Purchase Trip(Page 3 of 4)(Page 3 of 4)
Enter Emergency
Contact Information
Credit cards in profile are reflected. Make changes if
necessary
Some companies will have Central Business credit cards as the default payment for
Airfare
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Travel | Purchase Trip(Page 4 of 4)(Page 4 of 4)
Review the Trip Cost Summary,
Choose to Hold the reservation or Submit for Purchase
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Travel | Purchase Trip Select Ok and Hit Purchase
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Travel | Trip Confirmation
You will receive a Notification via E-mail when the trip is
submitted
It is important to note that you must still receive your final itinerary/invoice from Travel Leaders as confirmation your
ticket has been issued
This Page confirms, you have Completed the Booking Process
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E-mail Notification from Travel Leaders-this is your notification
of an issued ticket
This Includes the Airline confirmation,
ticket number and fee breakdown for
Expense Reporting
Attached PDF Printable Itinerary
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Trips booked “offline” with an agent will be imported to your
profile online
You will only be able to make changes online to bookings
made online
To Access a Reservation click on the icon next to the
name of trip
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Travel Tools | View details
View all the Details of your trip; review your flights, hotel
and car, Rules and Restrictions, and cost summary information
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Guidelines for: Making Changes to Existing ReservationsGuidelines for: Making Changes to Existing Reservations
You can add car and / or hotel to an existing air reservation for no additional fee. Click: Change This Trip
A new transaction must be created in order to add an airline reservation to an existing car and/or hotel booking.
Change This Trip should also be used if you would like to add, delete or modify a component of the trip.
You can make changes to the airline portion of a trip ONLY before travel has begun. Changes after air travel has begun must be made with an agent. Changes to car and/or hotel can be made at anytime online.
There are exceptions when making changes to bookings online. Some changes may not be allowed. Examples are agent assistance with the original booking, multiple carriers for air, or an unused ticket was applied to the original booking.
Cancel This Trip - use this link to cancel this entire trip.
Book Again acts as a template or cloning feature where a traveler can book the same trip over and over or a travel planner can access a trip and book the same trip for multiple people.
The next few slides will illustrate these options.
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The system will take you through a series
of questions to complete the
change process
Travel Tools | Change this tripChange This Trip will direct you to choose an option for the type of
change required
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Please note: Cancellation Info and be aware of any Possible Penalties as a result of the
Cancellation
Cancel this Trip assumes you want to cancel the entire trip.
Travel Tools | Cancel this trip
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Travel Planners can access a Trip and book the same one for other travelers using the drop down list at top of page
Book Again allows you to Recreate the same trip for different
dates
Travel Tools | Book again
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Other services can be booked as part of an Air, Car and Hotel Reservation.
These bookings will be part of the Compass Itinerary
No additional transaction fees are incurred booking these services
Travel | Other services
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Additional Features for Additional Features for Business TravelBusiness Travel
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The Dining feature is available through Open Table - Not only can you
make online reservations for dining , but you can search
for restaurant information at thousands of restaurants all
over the country.
If you are an Open Table member you will accrue your
points
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If you are not making a reservation online you can still invite
guests from this link
The dynamic search allows you to not only make a reservation but provides great information about
the restaurant with reviews from Gayot and Zagat
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Send an Online Invitation that
populates to yours and your Guest’s
calendar!
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Entertaining a Client-Rather than navigate to
another site, you can book Sports, Concert and Theater
tickets from this page.
A credit card will be required for the purchase and the
same cancellation policies apply as if you were booking
on the site directly.
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The Rearden Mobile Assistant provides an icon “R” for your
Blackberry desktop for quick access to all the services booked through
Compass
Today Rearden Commerce supports Blackberry, iPhone,
and Mobile Web for SmartPhones