Compass Powered by Rearden Commerce. Training Tailored to the End User. Contents. 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 and Profile Creation.
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Training Tailored to the End User
Activating your Account and Profile Overview
Pages 4 – 27
Booking Air, Car and Hotel
Pages 28 – 69
Additional Services on Compass
Pages 70 – 75
Compass Online Booking Tool
If you are a new user to Compass and have not received
an 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.
Step One: Create your Own Unique Password
Profile fields marked by asterisk are required fields to complete
Part of the Activation Process requires the Users to begin the completion of Profile Information, including Travel Preferences and Membership Numbers.
Travel Preference Information can be updated at any time
You may save this link as a “favorites” for easy access.
‘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
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
Note: Users need to access and complete all areas of the Profile to update the necessary information
used for travel
Please contact online support to change these fields
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
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
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
Be sure to CLICK SAVE on bottom of each Profile Page when adding new information
Multiple 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
Add required information marked by an Asterisk
Be sure to SAVE information added to all pages of the Profile
Note default fields for AIR search
Search by PRICE
Air Special Requests will be seen by carrier in reservation
Add as many Membership Numbers as you like (Do not add spaces or punctuation)
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
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
Passport and Intl Travel
information is required in all airline bookings, please include passport information if you travel Internationally
Travelers can add AAA Membership or other discount numbers in the Additional Information Section
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”
Add your Redress or Known Traveler Number if one has been assigned
Always SAVEeach page of the profile!
Travel Planners can easily Delegate themselves to update profile information or book travel for others
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
Travelers can Delegate others to book travel for them
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
Emergency Contact information is not required
but recommended as
good information for the
agency to have
Fields may vary by company
Profile | Notifications
Notifications Serve Multiple Purposes:
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.
Flight Status Updates utilizing “Flight Stats” provide real time updates to all Flights 3hours Prior to Departure
Travelers and Travel Planners may enter up to three types of notifications to multiple people
Your Username is your NMH E-mail Address
A unique Password is created during the Activation process
‘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
From the Home Page click on the TRAVEL Tab and choose Trip Planner to begin your search
The Trip Planner page provides detailed search criteria options to enhance your search for Air, Hotel, and Rental Car
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
Travel | Unused Tickets
From the home page use the Travel tab to access Unused Ticket information in the
Book three ways; Round trip, multi-city up to four destinations , and one way
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 Anytimewill return flights all day
Additional flight option changes
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
Hotel Search will default to the Airport you are traveling to
Click onAddressto 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 Search
Click SEARCH to begin your reservation
Returned by Price
on time stats in
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
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
Return Flight page provides the user the ability to modify options as well, before making a Selection
This is how the Flight Search Display appears when Searching by Schedule
Price will be attached to selection when all flights are chosen
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.
#1-Google Style Map
#5-Narrow Your Choices
#4-Star Rating, Photos, Amenities, or Compare Rates
Refer to next Slide: Select the link of the hotel name to view detailed information about this Hotel
View detailed information about this Hotel upon selecting the Hotel Name Link
Select “See room rates” to view available room rates at different hotels from this page
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.
Be sure to read the Rate Details closely to ensure that you are choosing a rate that fulfills your preferences.
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
View Mileage and Rates and Car Rental Details/Rules
(Page 1 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
(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
Rules 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
‘Name your trip’ will appear as a reference on your upcoming trips area
Additions and Changes can be made at the time of booking
Travel | Purchase Trip
(Page 1 of 4)
Required fields are marked on this page
(Page 2 of 4)
Add Flight Status and Itinerary Notifications not already in your profile
Special Handling Instructions Box is used to send a message to an agent to complete the booking
Additional fees may apply for Agent Assistance
(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
(Page 4 of 4)
Review the Trip Cost Summary,
Choose to Hold the reservation or Submit for Purchase
Select Ok and Hit Purchase
This Page confirms, you have Completed the Booking Process
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
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
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
View all the Details of your trip; review your flights, hotel and car, Rules and Restrictions, and cost summary information
Change This Trip will direct you to choose an option for the type of change required
The system will take you through a series of questions to complete the change process
Cancel this Trip assumes you want to cancel the entire trip.
Please note: Cancellation Info and be aware of any Possible Penalties as a result of the Cancellation
Book Againallows you to Recreate the same trip for different dates
Travel Planners can access a Trip and book the same one for other travelers using the drop down list at top of page
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
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
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
Send an Online Invitation that populates to yours and your Guest’s calendar!
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.
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