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Merge pull request Expensify#66669 from Expensify/strepanier03-booking-suite
Adding remaining articles for Help > Travel > Booking suite
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‎docs/articles/travel/booking-travel/Arrange-Travel-for-Another-User.md‎

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---
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title: Arrange Travel for Another User
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description: Learn how to arrange travel in Expensify on behalf of another member, using either Classic or New Expensify.
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keywords: [arrange travel, book for others, travel arranger, expensify travel, classic, new expensify]
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---
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<div id="new-expensify" markdown="1">
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Once granted the Travel Arranger role, you can arrange travel for another member of your organization using Expensify Travel.
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---
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## How to access the travel tool
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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---
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## How to get access
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Before arranging travel for another traveler, a Travel Admin must assign you the **Travel Arranger** role.
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**To set the Travel Arranger role for another travel member:**
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1. Head to Expensify Travel.
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2. Click on **Program** > **Users** > search and select the name of the user who needs to arrange travel.
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3. Click the **Roles** tab and then select **Travel Arranger** from the dropdown.
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4. Click **Save**.
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---
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## How to book for another member
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1. Head to the [Booking](https://travel.expensify.com/flights) page of your travel account.
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2. Click the **Pencil** icon to the right of your name in the booking tool.
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3. Search for the traveler by name or email and select them.
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4. Choose a travel type:
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- Flights
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- Hotels
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- Cars
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- Rail
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5. Enter the relevant trip details for the selected travel type.
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6. Browse and select the desired travel accommodations.
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7. Apply the booking to an existing trip or create a new one.
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8. Confirm the payment method and finalize the booking.
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---
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## What happens next
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- The selected traveler will receive a confirmation email.
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- Receipts will automatically be sent to their Expensify account and added to a trip report.
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- As the arranger, you’ll see a history of bookings you’ve made for others.
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---
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# FAQ
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## Who can book travel for other members?
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Only members with the **Travel Arranger** role assigned by a Travel Admin can arrange travel for others.
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## Will I be charged or the traveler?
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The traveler's account is responsible for the charge. Receipts will route directly to them.
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## Can I manage trips I’ve booked for someone else?
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Yes. If you booked the trip on behalf of someone else, you can view and manage it from the Trips > My trips page. Click the **Pencil** icon to the right of your name in the traveler selection button and search for the traveler to pull up their trips.
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</div>

‎docs/articles/travel/booking-travel/Book-Rail-Travel.md‎

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---
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title: Book Rail Travel
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description: Learn how to book train travel using Expensify's integrated travel tool, with instructions for both Classic and New Expensify.
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keywords: [book rail, train travel, travel booking, rail tickets, expensify travel, classic, new expensify]
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---
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<div id="new-expensify" markdown="1">
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Book rail tickets using Expensify's built-in travel portal, available in both Classic and New Expensify.
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---
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## How to access the travel tool
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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---
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## How to book rail travel
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1. Click the **Rail** tab.
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2. Enter the search parameters:
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- Travel type: round trip, one way, or open return
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- Departure and destination stations
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- Travel dates
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- Railcard (if applicable)
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3. Click **Search Rail** to view available train schedules.
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4. Browse train options by time, class, or duration.
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5. Click **Select** on your preferred ticket and then click **Continue**.
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6. On the first checkout screen, review:
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- Traveler information
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- Loyalty and railcard programs
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- Seat preferences
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- Optional extras
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7. Click **Next** to move to the second checkout screen.
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8. Choose an existing trip or create a new one, then confirm the trip details and payment method.
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9. Click **Confirm and pay**.
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---
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## What happens next
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- Your booking may require approval depending on your company’s travel policy.
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- You’ll receive a confirmation email once the train ticket is booked.
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- The booking receipt syncs with your Expensify account automatically for easy expense tracking.
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- If the payment card used is importing into your Expensify account, the receipt will automatically merge with the imported expense.
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**Note:** Not all regions currently support rail booking. Availability may vary.
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---
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# FAQ
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## Will I receive a digital ticket?
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Yes. Most rail bookings include a digital ticket or QR code in the confirmation email.
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## Can I choose a seat?
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Yes, seat selection is available on supported routes. This option will appear during checkout if eligible.
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</div>

‎docs/articles/travel/booking-travel/Book-Travel-for-a-Guest.md‎

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---
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title: Book Travel for a Guest
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description: Learn how to book travel for guests in Expensify, even if they don’t have an Expensify account, with instructions for Classic and New Expensify.
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keywords: [book guest travel, guest traveler, expensify travel, book for non-member, travel booking, classic, new expensify]
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---
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<div id="new-expensify" markdown="1">
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Any member with guest booking permission can book travel for a guest, aka someone who doesn’t have an Expensify account.
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---
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## How to access the travel tool
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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---
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## How to get access
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Before arranging travel for another traveler, a Travel Admin must assign you the **Travel Arranger** role.
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**To set the Travel Arranger role for another travel member:**
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1. Head to Expensify Travel.
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2. Click on **Program** > **Users** > search and select the name of the user who needs to arrange travel.
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3. Click the **Configuration** tab and then click the toggle for **Allow employee to book for guests**.
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---
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## How to book travel for a guest
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1. Click **Book for Guest** at the bottom of the booking tool.
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2. Choose a travel type:
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- Flights
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- Hotels
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- Cars
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- Rail
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3. Enter the relevant trip details for the selected travel type.
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4. Browse and select the desired travel accommodations.
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5. On the checkout page, enter the guest's information in the **Traveler information** section.
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6. Apply the booking to an existing trip or create a new one.
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7. Confirm the payment method and finalize the booking.
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---
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## What happens next
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- Bookings may require approval based on your company’s travel policy.
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- The guest will receive a confirmation email with their travel details.
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- Receipts will be added to your Expensify account and SmartScanned for reporting.
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- If the payment card is connected to your Expensify account, the receipt will auto-merge with the imported expense.
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---
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# FAQ
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## Will the guest need an Expensify account?
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No. Guest travelers don’t need an account to receive or use their travel reservation.
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## Will the travel show up in my reports?
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Yes. The booking appears in your Expensify account, and receipts are automatically added to an expense report.
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</div>

docs/articles/travel/booking-travel/Book-A-Flight.md renamed to docs/articles/travel/booking-travel/Book-a-Flight.md

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title: book-a-flight.md
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title: Book a Flight
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description: Learn how to book flights in Expensify using the built-in travel portal, with platform-specific steps for Classic and New Expensify.
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keywords: [book a flight, travel booking, flight reservations, expensify travel, classic, new expensify]
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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**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.
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## How to book a flight
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1. Click the **Flight** tab.
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2. Enter your trip details:
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- Trip type: one way, round trip, or multi city
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- Trip type: one way, round trip, or multi-city
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- Origin and destination
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- Travel dates
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- Your company’s travel policy may require approval before confirmation.
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- You’ll receive a confirmation email after your flight is booked.
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- The booking syncs with your Expensify account for easy expense tracking.
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- The booking receipt will sync with your Expensify account automatically for easy expense tracking.
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- If the payment card is connected to Expensify, the receipt will automatically merge with the credit card expense.
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You can manage your bookings by going to **Trips** > **My Trips**.
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</div>
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</div>

‎docs/articles/travel/booking-travel/Book-a-Hotel.md‎

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---
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title: Book a Hotel
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description: Learn how to book a hotel using the integrated travel tool in Classic and New Expensify, with step-by-step instructions.
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keywords: [book a hotel, travel booking, hotel reservations, expensify travel, classic, new expensify]
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---
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<div id="new-expensify" markdown="1">
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Book hotels in Expensify using the built-in travel tool, available in both Classic and New Expensify.
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---
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## How to access the travel tool
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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---
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## How to search and book a hotel
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1. Click the **Hotel** tab in the booking tool.
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2. Enter the search parameters:
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- Destination
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- Check-in and check-out dates
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- Rate type
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- Number of rooms and travelers
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3. Click **Search Hotels** to view available options.
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4. Use filters to sort by price, hotel brand, star rating, payment type, or amenities.
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5. Click **View Rooms** to browse room options.
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- Review the rooms available and leverage the filters to find the right room for you.
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- **Note:** If you see a red _Out of policy_ notice, click the red exclamation to view the reason.
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6. Click **Select** on your preferred room.
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7. Review hotel details, traveler info, loyalty programs, and payment method on the checkout screen.
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8. Select an existing trip or create a new one for the booking.
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9. Confirm your payment method and click **Book Hotel**.
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---
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## What happens next
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- Your booking may require approval depending on your company’s travel policy.
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- You’ll receive a confirmation email once your reservation is complete.
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- The booking receipt will be automatically added to your Expensify account for easier expense tracking.
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- If the payment card used is importing into your Expensify account, the receipt will automatically merge with the imported expense.
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---
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# FAQ
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## Can I choose specific hotel brands?
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Yes! Use filters to narrow down results by brand, price, or amenities.
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## Can I pay at the hotel?
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Yes. You will want to use the payment type filter to select the payment option most suitable for your needs.
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## What if my plans change?
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You can cancel or modify the booking if the hotel’s policy allows it. The cancellation policy is displayed during booking. Any changes made through support will include a $25 booking change fee.
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You can manage your bookings by clicking **Trips** > **My Trips**.
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## Where will my hotel receipt appear?
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It will be SmartScanned and added to your next report automatically.
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## Can I add a loyalty number or special request?
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Yes! Most hotels let you enter loyalty numbers or special requests during checkout. You can also store loyalty numbers under **My Profile** > **Loyalty** for air, hotel, car, and rail programs, so it auto-populates during checkout.
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</div>

‎docs/articles/travel/booking-travel/Book-a-Rental-Car.md‎

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---
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title: Book a Rental Car
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description: Learn how to book a rental car through the integrated travel portal in both Classic and New Expensify.
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keywords: [book a car, rental car, car rental, travel booking, expensify travel, classic, new expensify]
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---
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<div id="new-expensify" markdown="1">
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Book rental cars directly in Expensify using the integrated travel portal, available in both Classic and New Expensify.
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---
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## How to access the travel tool
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- **In New Expensify:** Click the green **+** button in the bottom-left corner of your screen, then select **Book travel**.
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- **In Classic Expensify:** Click **Travel** in the left-hand menu, then select **Book or manage travel**.
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**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.
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---
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## How to book a rental car
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1. Click the **Car** tab.
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2. Enter the search parameters:
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- Pick-up and drop-off location
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- Pick-up and drop-off dates and times
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3. Click **Search cars**.
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4. Browse available vehicles and apply filters for company, car type, or features.
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5. Click **Select** on your preferred car rental.
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6. On the checkout screen, review:
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- Vehicle details
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- Traveler information
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- Loyalty programs
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- Arriving flight (optional)
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- Payment method
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7. Select an existing trip or create a new one for the booking.
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8. Confirm your payment method and click **Reserve**.
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---
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## What happens next
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- Your company’s travel policy may require additional approval before confirmation.
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- You’ll receive a confirmation email once your reservation is complete.
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- The booking receipt automatically syncs with your Expensify account for easy expense tracking.
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- If the payment card used is importing into your Expensify account, the receipt will automatically merge with the imported expense.
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---
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# FAQ
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## Can I rent a car at one location and return it elsewhere?
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Yes, many providers support one-way rentals. Just enter different pickup and drop-off locations during booking.
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## Is insurance included?
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Insurance offerings vary by provider. Review included coverage and optional extras during checkout.
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## Can I choose the rental company?
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Yes! Use the filters to select your preferred rental provider.
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</div>

‎docs/redirects.csv‎

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https://help.expensify.com/articles/new-expensify/travel/Manage-Travel-Member-Roles,https://help.expensify.com/travel/hubs/
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https://help.expensify.com/articles/new-expensify/travel/Edit-or-cancel-travel-arrangements,https://help.expensify.com/travel/hubs/
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https://help.expensify.com/articles/expensify-classic/travel/Expensify-Travel-Tutorial,https://help.expensify.com/travel/hubs/
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https://help.expensify.com/articles/travel/booking-travel/Book-A-Flight,https://help.expensify.com/articles/travel/booking-travel/Book-a-Flight
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https://help.expensify.com/collection/expensify-travel,https://help.expensify.com/travel/hubs/
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https://help.expensify.com/articles/travel/travel-analytics/Overview-Of-Analytics,https://help.expensify.com/articles/travel/travel-analytics/Overview-of-Analytics
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https://help.expensify.com/articles/travel/getting-started/How-Expensify-And-Expensify-Travel-Connect,https://help.expensify.com/articles/travel/getting-started/How-Expensify-and-Expensify-Travel-Connect

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