Can I give my corporate clients their own login so they can see their company's bookings?
General QuestionsCan I give my corporate clients their own login so they can see their company's bookings?
Can I give my corporate clients their own login so they can see their company's bookings?
Yes, in most setups you can give a corporate client their own login that shows only their own company's bookings. The account sits under your agency, so you stay in control of what they can see and do, and they never see other clients, your supplier names or the cost behind your markup.
A corporate login is normally used for two things. The first is simply viewing, which means the travel manager can look at current and past trips for their staff, download invoices and vouchers, and check who is travelling and when without calling your office. The second is booking, where you let the company search and book for themselves using the fares and the markup you have already agreed with them, and the booking lands in your system exactly as if your own staff had made it. Many agencies start with viewing only and open up booking later once they trust the client to use it properly.
How far this goes depends on your plan and on how the portal has been set up for you. A simple client login is straightforward, while extras such as a travel policy that blocks bookings outside agreed rules, an approval step where a manager signs off before a ticket is issued, cost centre tagging for the company's own accounts, or separate logins for each traveller are heavier pieces of work and are not always included as standard. Some supplier content also carries restrictions on who may see and book it, so a few fares or rates may not appear in a self booking screen even though your staff can book them.
Write down what you actually want each corporate client to be able to do, look at it or book it, and share that list with us so we can tell you what your current plan covers and what would need adding.
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