How to Add a Travel Policy

You can add travel policies on the Company Policies page.

Click the Add Travel Policy button to start building the new rule. 

Name your policy and click Save to continue. 

In the policy builder, you'll see options to add rules for Flight, Hotel, and Car Rentals. 

Policies consist of two main components: Triggers and Actions.

The easiest way to explain triggers and actions is through a few examples.

Triggers

Triggers are the travel criteria that you're trying to target (e.g. pricing above a certain amount, flying a certain airline, flying to a certain region, etc.)

To one, click the Add Trigger button in the policy rule.

You will be presented with a dropdown of all the possible triggers for the associated travel category.

Actions

Actions are things that happen once a trigger has been activated. To add one, click the Add Action button in the policy rule. 

You will be presented with a dropdown of all the possible actions for the associated travel category.

To summarize, when a trigger is activated, it performs the actions associated with the trigger. Triggers and actions are a very flexible and enable you to build almost any policy you want.