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Page 1: Concur Travel Quick Reference Guide - Travel One Inc.traveloneinc.com/wp-content/uploads/Concur-Travel-QRG_2.15.pdf · Concur Travel Quick Reference Guide Travel One, Inc. www

Concur Travel Quick Reference Guide

Travel One, Inc. www.concursolutions.com

URL Site: www.concursolutions.com

Log In to Concur

1. Follow any special instructions provided for logging into Concur. Otherwise, open your browser and type in the web address above.

2. Enter your assigned login (usually your work email address).

3. Enter the default password for your account (welcome). You will be prompted to change this immediately, otherwise see below.

4. Click Log in.

Change your Password

1. Click on the Profile link in the upper right-hand corner, then click Profile Settings.

2. Click Change Password.

3. Enter your new password and save the change.

Update your Travel Profile

1. Click on the Profile link, then Profile Settings.

2. Click on Profile Information.

3. Enter or update your information and select any save button on the screen once you are completely finished.

Set up a Travel Arranger or Assistant

1. Click on the Profile link, then Profile Settings.

2. Click the Assistants link at the top of the Profile screen.

3. Click Add an Assistant to search for your assistant’s last name. Your assistant must have a Concur account created before you can add him or her to your profile.

HINT: Trouble searching? Try this format: LastName, FirstName (no spaces).

Make a Travel Reservation

1. Choose the Flight, Car, or Hotel tab at the left side of the screen.

2. For flights, choose the type of flight (Roundtrip, One-Way, Multi-Segment).

3. Enter the cities for your travel. Choose from the Concur Map tab or type into the Departure and Arrival City fields and click on the airport/city that you want.

4. Enter the date and time preferences for your travel. Modify the before/after +/- as needed.

5. If you need a car, check the Pickup/ Drop-off car at Airport box.

6. If you need a hotel, check the Find a Hotel box. You can choose how to search for the hotel (by Address, by Reference Point (a city, zip code), by Airport, or by Company Location.

7. Chose to search for flights by Price or by Schedule.

8. Reserve your airline

9. Select your car and or hotel (if requested).

10. Review the Itinerary and see if it is correct on the Itinerary screen.

On the Itinerary screen you can: • Select or change a seat • Change /Cancel your air, car or hotel • Add Parking, Taxi, Purchase Wi-Fi

On the Trip Booking Information screen you can:

• Change the trip name • Enter a trip description • Enter comments for the travel agent

11. Select your preferred format for the email from Cliqbook: HTML or Text.

12. Confirm the final itinerary.

13. Once the travel wizard is complete, click the Close button.

Page 2: Concur Travel Quick Reference Guide - Travel One Inc.traveloneinc.com/wp-content/uploads/Concur-Travel-QRG_2.15.pdf · Concur Travel Quick Reference Guide Travel One, Inc. www

Concur Quick Reference Guide

Travel One, Inc. www.concursolutions.com

Select a Seat

1. Anywhere in Concur where you see the seat map

button ( ) you can click it to select a seat.

2. Green seats mean the seat is available.

3. Hold your cursor over the seat to see the seat number.

4. Yellow highlighted seats are preferred – you can only select these seats if you have the airline’s preferred status.

5. You will usually be automatically assigned a seat. From the Itinerary page, you can view your seat or click Change Seat to change it.

Hotel Selection

1. If you choose to add a hotel, you can search by:

• Airport – enter the airport code. You do not have to search near the airport you are flying into.

• Address – enter all or partial info.

• Reference Point or Zip Code – enter a nearby location (i.e., hospital) or the zip code.

• Company Location – choose the location from the list.

2. The search radius can be from 1 to 99 miles or kilometers.

HINT: Sometimes company-preferred hotels appear even though they’re farther away than your selected radius. This has been determined by your travel manager. These hotels appear with a yellow or grey diamond on the tab.

3. Once you see your results, click Get More Hotels to see others in the list.

4. Click Map of Hotels to see a map of the area and nearby hotels. Company-preferred hotels show up as pink dots.

5. When you select a hotel, click the Info link to see more about the hotel.

6. Select the specific rate you prefer within the hotel tab you select.

7. You will be asked to confirm that you verified the hotel rate and cancellation policy.

Car Selection

1. If you check that you need a car on the Flight tab, you will see car results after you choose your flight. If you check Automatically Reserve This Car, Concur will add the car without showing you car options.

2. If Concur can’t find a car within company policy, you will see results. Select the car and go to the next step.

3. If you need an off-airport car, choose to add the car from the Itinerary page, or choose the Car tab.

4. Use the same search criteria for off-airport cars that you use to search for hotels.

Cancel or Change a Reservation

From the Upcoming Trips tab, click the name of the trip.

1. Click Change Trip (add car, hotel, taxi, Wi-Fi, and/or parking, if available)

2. From the Itinerary, choose:

• Change Seat

• Change Flight to change your day or time for travel – you cannot change the airline.

• Change or cancel car rental

• Change or cancel hotel

To cancel your entire trip:

1. Click Cancel from the menu, or you can cancel the trip from the upcoming trips tab directly.

HINT: If the status of the trip says Ticketed, you cannot change or cancel your flight, you must call your travel agent.