Guides / Plan a business trip
How to plan and book a business trip with an agent.
Booking a trip is a dozen tabs and a policy to remember. Here is the flow in SOIS, and the request that has your agent plan it end to end.
The flow
Four steps, the way a person would do it in SOIS.
Build the itinerary
Set the dates, destination, and what the trip needs to cover.
Find flights and a hotel
Pull options within your travel policy and budget.
Check it against policy
Confirm the choices fit the rules before anything is booked.
Book on approval
Once you approve, book it and add it to the calendar.
Or just ask
One request, done.
You do not have to run the steps. Tell the agent you already use, and it does the work across your workspace.
via your agent
Plan a two-day trip to Berlin for Tuesday’s conference, find flights and a hotel near the venue within policy, and book once I approve.
Done. A complete itinerary within policy, ready to book on your nod, and on the calendar the moment it is confirmed.
Explore the capability: Apps
Try it on your own workspace.
Launch for free, connect your agent, and pay only for what it does.