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Welcome to the Ortharize Business Travel Knowledge Base!
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Trips
Video Tutorials: Trips
How do I cancel a trip and receive a refund?
Can I save trips for frequent creation at a later date?
Can I change a trip after it has been booked?
What format will my online tickets be delivered to me in?
Where do I find my tickets once my trip is booked?
Where can I see upcoming trips?
Tips on naming your trips
Can I copy/duplicate a trip?
Can users book trips for each other?
How can I see other users’ trips?
Does this platform allow "BLeisure" travel bookings?
Can I allow my employees to book personal travel?
Can I edit a trip after sending for approval?
How do I approve a trip?
How do I set up approvals?
How do I find a trip I previously planned?
How many people can be booked onto a trip?
Can I add multiple of the same travel modes to a trip?
What if I want to finish planning a trip at a later time?
How do I create a trip, with multiple travel modes?
Settings
Video Tutorial: Dashboard
How do I create an Alert?
What can I do on the white label settings page?
What can I customise in settings?
Account Protection
What is a One-Time Password (OTP)?
How can I ensure my account is secure?
User Travel Preferences
Can I add a personal payment method?
How do I add my frequent flyer and hotel loyalty programmes?
Can I set preferences for travel?
How do I change my password?
Can I edit my name, address and other details?
How do I add a passport and/or visa to my account?
User Management
Video Tutorial: User Management
How do I set up master codes?
Who can edit user permissions?
Can I add a guest?
How do I promote a user into a travel arranger or approval manager?
How do I add multiple users at once?
How do I add a new user?
Master Codes
Video Tutorial: Master Codes
How do I set up master codes?
What are master codes used for?
Finance
Video Tutorial: Transaction History
Video Tutorial: Invoices
Who can see invoice reports?
Can I set up Invoice reports?
At what stage is payment taken when booking a trip?
Where can I download invoices?
How do I add a card for payment?
Rewards
Video Tutorial: Rewards
Can I manually assign points to a user?
How do I purchase points?
Do reward points expire?
What can rewards points be spent on?
How do I acquire reward points?
Travel Policy
Video Tutorial: Travel Policies
Is there a limit on how many policies can be active?
Can I have different users on policies?
What is a travel policy used for, and how do I set one up?
How do I assign a user to a policy?
Ancillaries
Is there currency I can pre-purchase on the site?
Hotel
Is there a shuttle service to and from the airport or other local destinations?
Is breakfast included, and what are the dining options on-site or nearby?
How do I book business facilities like a business centre, meeting rooms, or a co-working spaces?
Is Wi-Fi included in the room rate, and is it reliable for business needs?
Rail
UK Railcard Types
UK Rail Ticket Types
Car Rental
What's the policy on tolls and parking fees while using the rental car?
Is it possible to extend the rental period if my business trip is extended?
What happens if the rental car breaks down during my trip?
Are there additional charges for extra drivers on the rental agreement?
What fuel options are available, and how should I return the car regarding fuel?
Can I return the rental car to a different location?
Are there mileage restrictions on business rentals?
What is the minimum age to rent a car for business purposes?
Is insurance included in the rental cost?
What documents do I need to rent a car for business travel?
Flights
Airline Baggage Info
Restricted Airlines
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Finance
Who can see invoice reports?
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only the organisation admin can see the invoice reports page in the invoice report setting, you can add users to a setting for them to receive reports
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Can I set up Invoice reports?
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