Purpose
This article explains how to book flights, hotels, and cars with the platform
Audience
This article applies to all users with access to travel management.
Get started
Start by confirming you have a card added to your account for payment, ensure the information is accurate, or add one now if you haven't done so already. If your company has a corporate card used for purchasing travel through the platform, that card will be on the Payment Methods tab, and also in the Payment Method pane on the checkout page.
Once you've done this now is a good time to update or complete your Traveler Information.
If you need to cancel your travel reservation, learn how to do so here.
Choose Travel in the sidebar to get started.
Additional resource: Watch our CSM Office Hours: Booking Travel video for more information.
Book a flight
Review our article on booking a flight.
Book a hotel
Review our article about booking a hotel and managing your stay.
Reserve a car
On the Cars tab (Figure 1) input the pick-up and drop-off locations, as well as the pick-up and drop-off dates and times. You may also filter your results by rental car agency as well as car type.
Figure 1. Cars page
At the top of the listing you can refine your search by various filters (Figure 2).
Figure 2. Refine your car search
In the Traveler Information field (Figure 3), choose your traveler, and you can then reserve your car.
Figure 3. Car rental Traveler Information section
Frequently asked questions
Need help?
For assistance, use the online chat feature. On the web, select the question mark at the top-right corner of the page and then Chat with Us. On the mobile app, open the menu and then select Chat with Us.
Publish date: March 24, 2021
Last update: March 3, 2026



