The Operations module must be enabled for your workspace. You also need the appropriate operations
permissions. Contact your workspace administrator if you cannot access these features.
You need the
travel.manage permission to search, book, and cancel. The travel.read permission
allows viewing existing bookings.Prerequisites
- The Amadeus integration must be connected under Settings > Integrations > Amadeus. Your workspace administrator configures the API credentials.
- At least one trip must exist in the system to link travel services.
- Crew members should be assigned to the trip before booking accommodations (so room counts are accurate).
Navigate to travel services
Travel services are accessed from within a trip’s detail page.- Open the Operations sidebar and click All Trips under the Trips group.
- Select the trip you need to arrange travel for.
- On the trip detail page, click the Travel tab.
Search and book hotels
Assign rooms to crew members
After booking, you can assign specific rooms to crew members:- In the Accommodations section, click the booked hotel card.
- The room assignment panel shows each booked room as a row.
- Select a crew member from the dropdown for each room.
- Click Save Assignments.
Arrange ground transportation
Ground transportation bookings support round-trip arrangements. When booking a car service, toggle
Round Trip to add a return pickup from the drop-off location at a specified time.
Track confirmations
All travel bookings appear on the trip’s Travel tab as confirmation cards showing the booking reference, status, provider, dates, cost, and assigned crew. The trip’s Overview tab also displays a compact travel summary.Manage cancellations
Modify an existing booking
To change dates, room count, or vehicle type on an existing booking:- Cancel the current booking (see above).
- Create a new booking with the updated requirements.
Related
Create a Trip
Set up the trip before arranging travel services.
Manage Crew
Assign crew to the trip so room counts are accurate.
Handle Accounting
Travel costs feed into trip financials and invoicing.
Integrations Directory
Configure the Amadeus integration and other third-party connections.