Spend less time managing travel and more time getting together

2 MIN READ

Admin - Set Up

Step 1

Fill in your company details

First things first. Go to the Companies page and make sure to fill in your company details correctly. Create companies for all legal entities and specify the address and VAT number for each.This is an important step to ensure you invoice your trip correctly, reclaim VAT, and get services that are available in specific locations, such as FlexiTravel .Set your  default language and regional preferences so that all new users are created with the proper settings. They will still be able to personalize their preferences in their personal user profile.

Step 2

Add your company payment method

Set your payment method to define how and when you pay, in which currency, and when and who we will invoice. You can choose among different payment options . Connect your expense management tool with Perk using our expense integrations . All invoice details will flow automatically between tools, giving you full visibility on your total travel spend at all times.

Step 3

Get your team onboard

Add your team and see what having all in one place means:
  • You can book for them faster, having all necessary details saved in their profiles
  • You can enable them to book autonomously and staying in budget, setting policies and approvals
Make sure the user name matches the official nae on related travel documents to prevent costly mistakes.

Add your team from the People's page

This way you'll be able to define their settings. Just go to the People page and click on 'Invite People', then define details.You can assign different roles and permissions to your team members.

Invite your team by email

This way you'll be able to invite multiple people at once.You can do so from the People page , clicking on 'Invite People'.Add a message to your invite for a more personalized experience!

Invite your travelers when booking

When searching for a service, start typing the name of your new traveler. Then press 'Register new traveler'.
Pro Tips
How to speed up your team’s onboardingGot lots of travelers to add?
See how easy it is to get it done using our HR integrations , or our SCIM API . This will also help you keep all your users automatically updated at all times.Safely manage access to Perk
You can use our SSO integration to manage how your users can log in or access Perk. This will make it faster, easier, and more secure for your whole company.