Within the Locomote platform, if you have a reoccuring trip that is always the same eg. a monthly conference, you can save the trip as a template to save you having to fill out the same details over and over.
To create a trip template
- In any Offline* workflow, add all of the Flight, Hotel and/or Car segments in the Travel Details section as required.
- Click on the Template menu, then click Save as Template:
- A pop-up window will appear. Type in a Name for your trip template and then click Save:
- Once the template has been saved, it will appear under the Template menu where it can be selected in future when submitting a trip request.
If you are using a trip template, please remember to update the details as required e.g. dates.
Multiple templates can be saved. Refer to the image below.
Need to Know
Offline* refers to a non-booking tool workflow.