How to Convert a Guest to a Full User
Go to the Admin Portal
Navigate to the User Type panel
Select the "Guests" tab to view your guest list
Click anywhere on the guest traveller’s row to open their profile
Click More Actions and choose Convert to Full User
A pop-up will confirm: "User invited to onboard"
This action:
Creates a full user profile for the traveller
Sends a Welcome Email prompting them to complete onboarding
Onboarding Reminder
A traveller must be onboarded before you can book travel for them.
They can:
Complete onboarding themselves via the Welcome Email
Or, as an Admin, you can impersonate the user to complete it on their behalf
Check out our Managing Guest Travellers FAQ or Admin User guide for more information!