Add a central card as a payment method

Use this procedure to add a central card to the list of payment methods travelers within your organization can select from. You also have the ability to limit who can use this payment method and what kinds of bookings they can use it for. 

This feature is only available to company administrators. 

1. Login to the Online Booking Tool. 
2. Select Company from the Program menu. The Settings page will be displayed.
3. Select Payment methods from the Payment section on the left. The Payment methods page will be displayed. 
4. Under Central payment methods, click Add New. The Add new credit card Step 1 dialog will be displayed. 
5. Enter all of the following information for your central credit card.
   • Under Card details:
     • Card Label - The name of the central payment method. This will be how the payment method appears to users. 
     • Lodge card - Specify whether this central card is a lodge card (e.g., AMEX BTA). 
     • Cardholder name - The person or company in whose name the card has been issued.
     • Card number
     • Expiration date
     • CVV
   • Under Billing address:
     • Address 
     • City
     • State/Province
     • Country/Region
     • Postal/Zip code
6. Click Next. The Add new credit card Step 2 dialog box will be displayed. 
7. Use the User roles field to designate which user roles will be able to use this card as a payment method. The options are Everyone, Agents only, and Admins and agents only.
8. Use the Profile type field to designate the types of users who will be able to use this card as a payment method. The options are All Travelers, Employee, Company Guest, and Personal Guest.
9. Use the Trip type field to set the types of trips this payment method can be used for. The options are Standard trips and Event/Template trips.
10. Use the Priority order on checkout field to set the order in which this payment method will be displayed in the list of other payment options presented at checkout. If multiple payment methods are assigned the same priority for a given traveler, the system will apply tie-breaking logic based on how specific the setting is to that user (e.g., Department > Cost Center > Legal entity > Country > Organization). 
    • Note: If you select the Mark this as the mandatory card for this type of booking checkbox for a specific booking type (e.g., Rail) for the central payment method, it will be the only payment method presented to travelers for (who match the criteria of your usage targeting) for that booking type. 
11. Use the Specify the location of the users you have selected field to designate the locations where employees are allowed to use this card as a payment method. The options are All employees in your company and Only employees in specific countries, legal entities, departments, or cost centers.
    • If you select the Only employees in specific countries, legal entities, departments, or cost centers option, you must then select the relevant entry from the menu that appears. Then click in the field to the right of it to search for the countries, cost centers, departments, or legal entities where you want employees to be allowed to use this card as a payment method.   
12. Use the fields in the Specify the booking types for which this card may be used section to designate which types of travel bookings this central card may be used for. 
    • You can use the relevant checkbox to set this payment method as required for a particular booking type. 
    • For hotel, car, or black car bookings, you can set the relevant checkbox to allow the central card to be used for pay-at-property (hotel) and pay-at-pickup (car or black car) bookings respectively. If you do not enable these checkboxes, travelers will be unable to use the central card for these types of bookings.
13. Click Save when done. The central card will be saved and made available as a payment method to the users you have designated.