Select and Add a Traveller to a Booking – Zeno Knowledge Base

This article details the steps for selecting and adding a traveller when making a booking. The process is simple and ensures all information is accurately captured for a smooth booking experience. To complete the Setup for a booking, at least one traveller must be selected and added to the booking. This step is essential as it ensures the booking is associated with a specific individual or group of individuals who will be undertaking the travel.

How do I select and add a traveller to a booking?

Travellers

When you create a booking for yourself, your Traveller profile will automatically be selected for the booking, and you can continue to create your itinerary.

If your profile is missing mandatory information, a warning will be displayed.

missing profile fields.png

You will be required to update your profile with the missing information before you can make a booking. For more information on how to update your profile, refer to Managing Profiles .

Tip

If you have someone accompanying you on your travel and they do not have a Traveller Profile within your company, i.e., they are a Guest Traveller. Refer to Add a Guest Traveller for details.

If the number of employees and VIPs travelling on the same flight exceeds the configured traveller threshold.

If Maximum Passenger validation and Assisted Booking validation occur together, both messages will display, indicating that your selected itinerary requires special assistance, even after splitting bookings across different flights. However, the Assisted Booking message is displayed as an error message rather than a blue info message. The Send to Travel Expert button is also suppressed, so you are not encouraged to send the booking to the travel expert in its current state.

Travel Arrangers

To select a traveller...

On the Setup page, select a traveller from the list of travellers displayed.

If the Traveller you have selected does not have all of the mandatory fields completed in the profile, a warning will be displayed.

The profile will need to be updated with the missing information before the Traveller can be selected for the booking. For more information, refer to Managing Profiles.

Tip
If the required Traveller is not displayed, enter a traveller name or email address in the Who's travelling field to search for the Traveller. Select a traveller from the displayed matching profiles. Refer to Search for a Traveller for details.

Refer to Add a Guest Traveller to include a traveller without a company Traveller Profile in your booking.

If a Traveller Profile has been deactivated, it will not be available to select.
Click the Apply button.
Tip
If there is a long list of Traveller Profiles to select from, you will need to scroll down the page to find the Apply button.

The selected Traveller(s) are now linked to the booking.

Tip
To add travellers to the same booking, click the Add icon.

To view the profile of a traveller, click on their profile avatar.

Traveller Profile details are displayed.

The booking is now ready to build the itinerary.

Note
If the number of employees and VIPs travelling on the same flight exceeds the configured traveller threshold, the following message is displayed.

If Maximum Passenger validation and Assisted Booking validation occur together, both messages will display, indicating that your selected itinerary requires special assistance, even after splitting bookings across different flights. However, the Assisted Booking message is displayed as an error message rather than a blue info message. The Send to Travel Expert button is also suppressed, so you are not encouraged to send the booking to the travel expert in its current state.

How do I select and add a traveller to a booking?

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