Name Change

Table of Contents

Name Change #

Your company may have a different way of handling name changes. Please check with your Manager before attempting a name change the way we recommend below.

Execute a Name Change #

  1. Open the Booking Record of the traveler who is giving up their spot on the trip:

    1. Change the Booking status of the traveler to cancelled

    2. Follow your company’s refund process

  2. Have the new passenger go through the OBE and complete their payment.

    1. Follow your company’s payment policy to get the traveler caught up on the rest of the payments due

    2. If the trip is close to the travel date, we recommend you also double check that the new traveler has the correct insurance, add ons, etc…

Execute a Name Change – and Refund or Transfer Transactions #

  1. Open the Booking Record of the traveler who is giving up their spot on the trip:

    1. Change the Booking status of the traveler to cancelled

    2. ​Refund existing transactions or Transfer applicable transactions to the new booking if necessary (you may need to do this on their behalf)

  2. Have the new passenger go through the OBE and complete their payment.

    1. Follow your company’s payment policy to get the traveler caught up on the rest of the payments due

    2. If the trip is close to the travel date, we recommend you also double check that the new traveler has the correct insurance, add ons, etc…

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