Online Booking

Allow employees to self-book their travel itineraries, such as flights and hotel, directly from Zoho Expense.

Request Access

You need to request access for online booking in your organization. Here’s how:

Navigate to Admin View.
Go to the Trips module.
Click Request Access.
In the pop-up, provide the following details about your organization’s travel:
- Estimated yearly business trips: Enter the number of business trips your organization takes in a year.
- Average annual travel cost: Enter your organization’s average travel expenses incurred annually.
- Frequently traveled countries: Select the countries your employees travel to most often.
- Specify your business needs: Mention any additional requirements, if applicable.
Click Submit Request. Your request will be submitted to Zoho Expense. We will evaluate it and get back to you shortly.

Enable Online Booking

Once your request has been approved, you can enable online booking for your organization. Here’s how:

Navigate to Admin View.
Go to the Trips module.
Click Enable Now.
In the pop-up, agree to the terms and conditions of Zoho Travel for enabling online booking.
Click Enable Online Booking.

Try Out the Feature

Once you’ve enabled online booking for your organization, you can try out the feature.

Navigate to Admin View.
Go to the Trips module.
Click Try Now. You will be redirected to the Trips module in My View. Alternatively, you can go directly to the Trips module in My View to try it out.

Purchase Trips

For other users in your organization, you can purchase the number of trips that can be booked online. Here’s how:

Navigate to Admin View.
Go to the Trips module.
Click Purchase Trips.

Configure Travel Policy

You can configure multiple travel policies and set clear limits and guidelines for online booking. Employees will book itineraries based on the configured limits.

Navigate to Admin View.
Go to the Trips module.
Click Create Travel Policy. You will be redirected to the Policy List page from where you can create a new travel policy for your organization. Read our help document to learn about how to create travel policies.

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