Skip to main content

Request travel approval

Learn how to request approval for travel plans in the TravelBank platform

Anna Allen avatar
Written by Anna Allen
Updated over 2 weeks ago

Purpose

This article explains the steps for users to request approval for travel plans in the TravelBank platform.

Audience

This article is directed toward travelers with a paid TravelBank travel management account. (If you’re a manager with a paid TravelBank travel management account, review our documentation on approving travel requests.)

Travel booking process

Review our Corporate travel user guide for information on the travel booking process.

Request travel approval

Depending on your company’s travel policy settings, your booking may require manager approval prior to being booked. Take the following steps to request approval:

  1. Once you have selected your flight or hotel, select Request Flight Approval/Request Hotel Approval, respectively (Figure 1 and Figure 2). This notifies your manager that they need to approve your request.

  2. This brings up a dialog (Figure 3 and Figure 4) where you can provide information about your trip. If your trip is out of policy, the dialog also provides details on why the booking is out of policy.

  3. After you submit your trip for approval, TravelBank notifies you that the request has been sent to your manager.

Figure 1. Review itinerary and book flight page; request flight approval button in the lower-right corner of the page, outlined for emphasis

Figure 1. Request flight approval

Figure 2. Review itinerary and book hotel page; request hotel approval button in the lower-right corner of the page, outlined for emphasis

Figure 2. Request Hotel Approval button

Figure 3. This flight is out of policy dialog showing days from travel, flight selection information, a description field, and a submit for approval button

Figure 3. This Flight Is Out of Policy dialog

Figure 4. This hotel is out of policy dialog showing the days from travel, how much the selection is over budget, a description field, and a submit for approval button

Figure 4. This Hotel Is Out of Policy dialog

Learn about approval/denial of travel requests

Once you’ve submitted a travel request that requires approval, your manager has a defined amount of time to approve or deny the request (Figure 5). At this point, your trip is listed in the Pending tab of the Trips page, and you can still cancel your trip.

  • If your manager approves the request, the trip booking is confirmed and it moves to the Upcoming tab.

  • If your manager declines the request, TravelBank sends you a notification about the decline, including the reason for the decline if the manager provided a reason (Figure 6).

Figure 5. The Trips section of the Travel page, pending tab, showing a flight booking pending manager approval, including the request expiration date and time

Figure 5. Pending flight booking showing the request expiration date and time

Figure 6. Hotel Approval Request Declined email showing the manager notes on why the request was declined

Figure 6. Hotel Approval Request Declined email showing the manager notes

Cancel your trip while it’s pending approval

To cancel your trip while it’s still pending approval, go to the Travel page > Trips > Pending tab. Select the menu icon (that is, the three vertical dots) in the pending trip image and then Cancel (Figure 7). Select Yes to confirm your selection.

Figure 7. The Trips section of the Travel page, pending tab, showing the cancel option for a pending booking

Figure 7. Cancel option for a pending booking

If your flight request expires before your manager can take action on it, TravelBank notifies you of the expiration. In this case, you will need to book a new flight request. The expired request appears in your Past trips tab, Requests section (Figure 8), and you can close the request if you’d like.

Figure 8. Travel page, Past tab, Requests section; two requests, one with the request declined and one with the request expired

Figure 8. Flight request expired

Note about flight holds*

*Note: Flight holds are available for select airlines (that is, United, American Airlines, and Lufthansa Group).

Get help with your trip

You can modify or cancel your hotel through the TravelBank web app or modify or cancel your flight through the TravelBank mobile app.

If you have a complex/group booking you need help with, reach out to the travel team for support:

  • Email reservations@travelbank.com for help with hotel booking.

  • Call 866-682-8785, available 24/7/365.

  • From the mobile app:

    • Select the hamburger menu in the top-left of the screen and then Chat With Us.

    • From the Travel page, select the chat icon at the top-right of your screen.

  • From the web app:

    • Select the question icon (that is, the Help & Support button) at the top-right of the page and then Chat With Us.

    • From the Travel page, select the chat link beneath the booking section of the page.


Questions?

You can chat with TravelBank support in the app or by email at support@travelbank.com.


Publish date: May 24, 2024

Last update: May 21, 2025

Did this answer your question?