Merge pull request Expensify#66677 from Expensify/strepanier03-setting-profile

Adding remaining articles for Help > Travel > Setting up profile suite

Author: youssef-lr

docs/articles/travel/getting-started/setting-up-your-profile/Adding-Loyalty-Programs.md

@@ -0,0 +1,89 @@
+---
+title: Adding Loyalty Programs
+description: Learn how to add your personal airline, hotel, car rental, and rail loyalty programs to your travel profile so rewards apply automatically at checkout.
+keywords: [loyalty programs, frequent flyer, hotel rewards, car rental loyalty, rail cards, expensify travel, classic, new expensify]
+---
+
+<div id="new-expensify" markdown="1">
+
+Add your loyalty programs for air, hotel, car, and rail travel to earn rewards automatically every time you book.
+
+---
+
+## How to access the travel tool
+
+- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
+- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
+
+**Need to enable travel still?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
+
+---
+
+## Why add loyalty programs?
+
+Adding loyalty programs to your profile means you won’t have to manually enter your information each time you book. Rewards and miles will apply automatically at checkout or after your flight has occurred, saving time and ensuring you get credit for each trip.
+
+You can add as many loyalty programs as you're enrolled in.
+
+**Important:** Loyalty benefits will only apply if the name and gender in your travel profile match the name and gender on your loyalty accounts.
+
+---
+
+## How to add loyalty programs
+
+1. Click your **user icon** in the top-right corner of the travel portal.
+2. Select **My Profile**.
+3. Click the **Loyalty** tab in the left-hand menu.
+4. Choose a category: Air, Hotel, Car, or Rail.
+
+---
+
+**Air loyalty programs**
+
+- Click the **+** button to add a new program.
+- Use the dropdown to select your airline loyalty program (for example: Delta SkyMiles, Air Canada Aeroplan).
+- Enter your program number.
+- Click **Save** to finish.
+
+---
+
+**Hotel loyalty programs**
+
+- Click the **+** button to add a hotel loyalty program.
+- Choose from the list of supported programs, or select **Custom program** if your program isn’t listed.
+- Enter your program number.
+- Click **Save**.
+
+---
+
+**Car loyalty programs**
+
+  - Click the **+** button to add a car loyalty program.
+  - Choose from the list of supported programs, or select **Custom program** if your program isn’t listed.
+  - Enter your program number
+  - Click **Save**
+
+---
+
+**Rail loyalty or discount cards**
+
+- Click the **+** button to add a rail card.
+- Choose the **rail operator** from the list.
+- Select whether it’s a **Loyalty card** or a **Discount card**.
+- Enter your **program number** and **expiration date**.
+- Click **Save**.
+
+---
+
+# FAQ
+
+## What if my loyalty program isn’t listed?
+For hotel or car programs, select **Custom program** and manually enter the details. Custom options are currently only available for hotels and car rental providers.
+
+## Can I add more than one program for each category?
+Yes. You can store as many loyalty programs as you'd like across air, hotel, car, and rail.
+
+## Why didn’t I earn points on my last booking?
+Check that your **loyalty name and gender** exactly match what’s listed on your travel profile. If they don’t match, loyalty benefits may not apply.
+
+</div>

docs/articles/travel/getting-started/setting-up-your-profile/Adding-Your-Personal-Information.md

@@ -1,5 +1,5 @@
 ---
-title: adding-your-personal-information.md
+title: Adding Your Personal Information
 description: Learn how to complete your personal travel profile in Expensify to streamline future bookings.
 keywords: [travel profile, personal information, traveler details, travel booking, expensify travel, classic, new expensify]
 ---
@@ -15,7 +15,7 @@ Set up your personal travel profile to customize your Expensify Travel expense a
 - **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
 - **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
 
-**Don’t see the travel feature?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
+**Need to enable travel still?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
 
 ---
 
@@ -79,4 +79,4 @@ Not necessarily—but adding them up front speeds up bookings and ensures smooth
 ## Can I update this information later?
 Absolutely. Just go back to **My Profile** anytime to make changes.
 
-</div>
+</div>

docs/articles/travel/getting-started/setting-up-your-profile/Adding-a-Company-Card-or-Personal-Card-for-Travel.md

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+---
+title: Adding a Company Card or Personal Card for Travel
+description: Learn how to add personal and company cards credit cards to your Expensify travel profile so you can easily select them during checkout.
+keywords: [travel payment card, credit card, travel booking payment, personal card, expensify travel, classic, new expensify]
+---
+
+<div id="new-expensify" markdown="1">
+
+Add a personal or company credit card to your travel profile so you can quickly select it during checkout and automatically merge expenses with receipts.
+
+---
+
+## How to access the travel tool
+
+- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
+- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
+
+**Need to enable travel still?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
+
+---
+
+## Why add a payment card?
+
+Adding a personal or company credit card to your traveler profile makes the card available at checkout when you finalize your travel reservation.
+
+If your card is also connected to your Expensify account, the credit card expense and booking receipt will automatically merge.
+
+---
+
+## How to add a credit card to book travel
+
+1. Click your **user icon** in the top-right corner of the travel portal.
+2. Select **My Profile**.
+3. Click the **Payment** tab from the left-hand menu.
+4. In the **Personal credit cards** section, click the **+** button.
+5. Enter the following **Card Details**:
+   - Cardholder name
+   - Card number
+   - Expiry date
+   - CVV
+   - Card name (a nickname you choose to identify the card)
+6. Use the checkboxes to specify which booking types the card can be used for:
+   - Air
+   - Hotel
+   - Car
+   - Rail
+7. Under **Assigned billing address** section, enter:
+   - Address line 1
+   - Address line 2 (optional)
+   - Country or Region
+   - City
+   - State or Province
+   - Postal or Zip code
+8. Click **Save** to confirm the card.
+
+You can add multiple cards if needed, including assigning different cards for different types of travel if needed.
+
+---
+
+# FAQ
+
+## Can I add more than one payment card?
+Yes. You can store multiple cards and specify which types of bookings each one applies to.
+
+## Will my card be charged automatically?
+Yes. The card you select during checkout will be charged as part of the travel booking flow.
+
+## What happens if my card is also connected to my Expensify account?
+If the same card is importing expenses into your account, the credit card expense and the booking receipt will automatically merge.
+
+</div>

docs/articles/travel/getting-started/setting-up-your-profile/Adding-a-Secondary-Approver.md

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+---
+title: Adding a Secondary Approver
+description: Learn how to assign a secondary approver to your travel profile so someone else can approve trips on your behalf if needed.
+keywords: [secondary approver, travel approval, backup approver, travel configuration, expensify travel, classic, new expensify]
+---
+
+<div id="new-expensify" markdown="1">
+
+Add a secondary approver to your travel profile so that bookings can move forward smoothly, even if you’re out of office.
+
+---
+
+## How to access the travel tool
+
+- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
+- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
+
+**Need to enable travel still?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
+
+---
+
+## Why add a secondary approver?
+
+If you’re someone who approves travel for others, adding a backup approver ensures travel requests don’t stall when you’re out of office. If you're unavailable during the 24-hour post-booking review period, any assigned secondary approver can step in to approve or deny the request.
+
+Note: This setting only applies to members responsible for approving travel. If you don’t approve travel for others, you can skip this step.
+
+---
+
+## How to add a secondary approver
+
+1. Click your **user icon** in the top-right corner of the travel portal.
+2. Select **My Profile**.
+3. Go to the **Configuration** tab.
+4. Click the **Add approver** button.
+5. Search by name or email to find a member of your travel program.
+6. Select the person you’d like to assign.
+7. Repeat as needed to add multiple backup approvers.
+
+Each person you add will receive approval notifications whenever a booking requires your review.
+
+Note: A travel admin can also assign a secondary approver on your behalf.
+
+---
+
+# FAQ
+
+## Can I add more than one secondary approver?
+Yes. You can add as many as needed—each one will receive approval requests when you’re unavailable.
+
+## Will my secondary approver get notified every time?
+They’ll be notified only when a booking needs your approval. If you're inactive during the 24-hour review period, they can step in to approve or deny.
+
+## Can I remove or change a secondary approver later?
+Absolutely. Just return to the **Configuration** tab in your profile and make any necessary changes.
+
+</div>

docs/articles/travel/getting-started/setting-up-your-profile/Adding-a-Travel-Arranger.md

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+---
+title: Adding a Travel Arranger
+description: Learn how to assign a travel arranger to your profile so someone else can book travel on your behalf.
+keywords: [travel arranger, book for others, travel booking permissions, travel configuration, expensify travel, classic, new expensify]
+---
+
+<div id="new-expensify" markdown="1">
+
+Assign travel arrangers to your profile so designated teammates can book trips on your behalf. 
+
+---
+
+## How to access the travel tool
+
+- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
+- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
+
+**Need to enable travel still?** Reach out to your Account Manager or Concierge to schedule a travel demo and get it enabled for your account.
+
+---
+
+## Why assign a travel arranger?
+
+Travel arrangers are team members who can book travel for others. Adding one (or several) to your profile is helpful if someone regularly handles your bookings, such as an executive assistant or office manager.
+
+Only users with the **Travel Arranger** role can be assigned as an arranger.
+
+---
+
+## How to add a travel arranger
+
+1. Click your **user icon** in the top-right corner of the travel portal.
+2. Select **My Profile**.
+3. Go to the **Configuration** tab.
+4. Click the **+ Add arranger** button.
+5. Search by name or email.
+   - Only users with the Travel Arranger role will appear in the results.
+6. Select the person you'd like to assign.
+
+You can repeat these steps to add multiple arrangers. They’ll be listed in a table within your Configuration tab.
+
+**To remove an arranger:** Hover over their row and click the small **trash can icon** at the far right.
+
+---
+
+# FAQ
+
+## Can I have more than one travel arranger?
+Yes! You can assign multiple arrangers—everyone listed will be able to book travel for you.
+
+## Why don't I see someone in the search results?
+They must be assigned the **Travel Arranger** role by a Domain Admin before they’ll appear as an option.
+
+## Can arrangers see or approve my bookings?
+Travel arrangers can book on your behalf, but they don’t approve trips or access your personal bookings unless they created them.
+
+</div>