CONCUR CLIQBOOK - REQUEST A CLIQBOOK ACCOUNT

First time users must contact Global Excellence Inc to request a Cliqbook account and temporary password before Cliqbook can be accessed and used. An individual Cliqbook account is required for the traveling employee, the supervisor approving the trip, and, if applicable, the support staff (travel assistant) making the travel arrangements.
 

LOGIN INSTRUCTIONS

Enter the employee’s departmental e-mail address under User Name. An underscore is required between the first and last name (e.g. john_doe@travel.com). Next, enter the temporary password assigned by the Travel Policy Section. Check “Remember user name on this computer” and click on the Login button.
 

User’s Name: Employee’s e-mail address
Password: Enter your password
Users must complete their Personal Profile before attempting to book a trip:
  1. From the Concur Cliqbook Home Page, click on Profile.
  2. From the Profile submenu, click on Personal Information

Required Information – Employees must verify existing information:

  1. First, Middle, and Last name
  2. “S” number
  3. Supervisor’s Name
  4. Work address

Due to airport security, the name on your driver’s license must match the name on the ticket. Contact the Travel Policy Section if your name is incorrect on your Cliqbook account.

When finished entering the information, click Save. There are several Save buttons on the Profile page. Travelers only need to save once, as every Save button saves the entire profile.

 

FLIGHT RESERVATIONS – CLIQBOOK HOME PAGE

 

flight type

 

Tab Description
Flight Use to book a flight. You can also add a hotel and reserve a car at the same time by starting on this tab.
Car Use to reserve rental cars only.
Hotel Optional: Employees are not required to use Cliqbook to reserve a hotel.
Taxi Optional: Use to book taxi only. Employees are not required to use Cliqbook to reserve a taxi.
Rail Use to reserve rail ticket only.
Flight Status Use to check the status of a flight. Enter the cities, date, and airline to see arrival times for the flight.
Dining Optional: Use to search and make reservations with dining establishments.
. SELECT “FLIGHT” TAB

flight detail

2. CLICK search button TO SEARCH FOR FLIGHTS.

Searched fares

3. CLICK ON reserve flight TO RESERVE A FLIGHT.

 

4. CHOOSE  AMERICAN EXPRESS BTA (CREDIT CARD) - CLICK ON next button TO CONTINUE

At this time, the employee can click on:
start over Start over to search a new flight
previous Return back to the previous page
next Move forward to the next page

 

5. CLICK ON click to continue TO CONTINUE.

If a rental car is requested, the rental car reservation page will appear next. See Rental Car Instructions below this section.

air date

If a rental car is requested, the rental car reservation page will appear next. See Rental Car Instructions below this section.

air date

flight detail

 

price quote

If you want to add a car or hotel reservation:
Click cancel to back to add a car/hotel to reservation.

Click ok to continue with your reservation.

 

add car hotel

 

6. ENTER YOUR COST CODING AND TRIP NAME (DESCRIPTION)

trip name description costcoding

 

 

7. CONFIRM YOUR BOOKING

CLICK purchase ticket TO PURCHASE YOUR TICKET.

confirm itinerary

CLIQBOOK RESERVATIONS REQUIRE PRE-APPROVAL FROM A SUPERVISOR PRIOR TO CONFIRMATION OF TRAVEL.
 

THE TRIP REQUEST WILL BE SENT TO A SUPERVISOR FOR APPROVAL. ONCE THE SUPERVISOR APPROVES THE TRIP, A CONFIRMATION ITINERARY WILL BE SENT TO YOUR E-MAIL ADDRESS.

 

RENTAL CAR RESERVATION

1. INPUT THE LOCATION OF VEHICLE PICK UP

pickup car primary car vendor

 

 

2. CHOOSE THE PRIMARY CONTACT VENDOR – ENTERPRISE

car type

3. CLICK ON reserve car TO RESERVE VEHICLE

 

car rental cost

4. CLICK next button TO CONTINUE

 

5. ENTER YOUR COST CODING

trip detail cost coding 2

 

 

6. CLICK confirm booking TO CONFIRM BOOKING

CLIQBOOK RESERVATIONS REQUIRE PRE-APPROVAL FROM A SUPERVISOR PRIOR TO CONFIRMATION OF TRAVEL.
 

THE TRIP REQUEST WILL BE SENT TO A SUPERVISOR FOR APPROVAL. ONCE THE SUPERVISOR APPROVES THE TRIP, A CONFIRMATION ITINERARY WILL BE SENT TO YOUR E-MAIL ADDRESS.

car rental summary

 

HOTEL RESERVATION

1. Input dates and location. Click search button to search for the nearby hotels.

hotel search hotel reservations

 

2. Select a hotel and a room that is at or below the state lodging rate.

hotel selection

 

3. Click reserve button to reserve the room.

 

4. Check “I agree to the hotel’s rate rules, restrictions, and/or cancellation policy” and clickrate and cancelation.

rate and cancelation

 

5. When making a hotel reservation, employees are required to provide their personal credit card to reserve the hotel room. Reimbursement of the lodging costs is will be made when the employee submits the original hotel receipt with the Travel Expense Claim.
 

Add a personal card on Cliqbook.

choose credit card

 

6. Input your credit card information and click save card info to save your credit number.

card information

 

7. The last 4 digits of your credit card will display in the dropdown box. Click reserve hotel to reserve the hotel.

 

8. Hotel itinerary will display. Click hotel itnerary to continue to reserve the hotel.

hotel itinerary

 

CHANGE OR CANCEL RESERVATIONS

Travelers may be required to either change or cancel reservations due to changing circumstances. All changes or cancellations must be made either on-line through Cliqbook or by contacting the Department's travel agency. This should be done prior to leaving for the airport. Travel counselors at GLOBAL EXCELLENCE are available from 8:00 a.m. to 6:00 p.m. EST, Monday through Friday and may be reached at (401) 732-8080or toll-free at 1-800-339-3600. Employees must not make changes directly with the airlines.
 

To change/cancel a reservation in Cliqbook:
 

1. Logon to Cliqbook
 

2. Select “Upcoming Trips”

upcoming trips

 

3. Select “Change Trip” to change or “Cancel Trip” to cancel
 

4. To cancel your entire trip, click the Trip Library link at the top of the Cliqbook home page. When a trip is cancelled and the ticket is refundable, the ticket will be voided or refunded depending on the “Rules” of the ticket. If your ticket is non-refundable, and it is cancelled in accordance with the airline rules, the ticket will be retained that can be applied to future trips.

5. Click Actions to the left of the trip you wish to cancel, select Cancel Trip, and then click OK.

 

ADD A HOTEL/RENTAL CAR TO RESERVATION

To add a hotel/rental car to my reservation:

  • Login to Cliqbook.
  • Select “Upcoming Trips”.

upcoming trips

  • From the itinerary screen: Hotel and rental car can be added to the reservation.

 

TRIP AWAITING APPROVAL

CLICK ON “TRIPS AWAITING APPROVAL” TO VERIFY YOUR TRIP IS PENDING FOR APPROVAL.

trips awaiting approval

 

CHANGE PASSWORD

Users should immediately change the temporary password to a personal password:

  1. From the Concur Cliqbook home page, select Profile from the menu at the top of the page.
  2. From the Profile sub-menu, select Change Password.
  3. Enter the old (temporary) password and the new password in the designated fields.
  4. Verify the new password by reentering it in the Reenter Password field.

Enter a word or phrase in the Password Hint field to act as a reminder when the password is forgotten and then click Save. After a successful log in, the Travel Center page will appear. From the Travel Center page, users must complete their personal profile.
If you cannot remember the password, use the password retrieval link on Cliqbook Welcome Page OR call GLOBAL EXCELLENCE at (401) 732-8080 or 1-800-339-3600. A password reset can take as long as 24 hours depending on if the password is forgotten or if failed login attempts exceed the maximum allowed.

 

DESIGNATING A TRAVEL ASSISTANT

Each Cliqbook account allows the traveler to designate one or more travel assistants authorized to make travel arrangements on his or her behalf. When designating a travel assistant, the traveler must designate an individual who has a profile in Cliqbook.

  1. On the My Concur page, click Profile on the menu at the top of the page.
  2. On the Profile dropdown menu, click Personal Information.
  3. Scroll down to “Assistants and Travel Arrangers”

    assistants and travel arrangers

  4. Click “Add an Assistant” to search for your assistant’s last name.
  5. In the Search Criteria field, enter the assistant’s name. Hint: When searching, use the following format: LastName, FirstName (no spaces). For example: Smith,June

     

    add assistant

     

  6. Check on “Can book travel for me” and/or “Is my primary assistant travel”
  7. Click “Save” and the Travel Assistant’s name will display on the “Assistants and Travel Arrangers” section.

The designated Travel Assistant can make reservations for others from his/her account.

 

MAKING RESERVATIONS AS A TRAVEL ASSISTANT

To make travel arrangements for an employee traveling on COMPANY  business, the designated travel assistant should:

  1. Login to Cliqbook using his/her personal account.
  2. Upper right corner of screen will contain a dropdown ““You are planning travel for”. In the drop down list select the appropriate traveler.
  3. Once the appropriate traveler has been selected, the reservation process may begin.

 

INCORRECT NAME OR SUPERVISOR

Please contact 888-888-8888

 

SUPERVISOR IS NOT AVAILABLE TO APPROVE TRIP

Please contact 888-888-8888

Global Excellence Inc - PHONE NUMBERS
 

For travel agent assistance, call Global Excellence  at (401) 732-8080 or Toll-free (800) 339-3600. Normal Business Hours are from 8:00am – 6:00pm est  Monday through Friday.

 

AFTER HOURS HELP: FOR EMERGENCY AIRLINE AND CAR RESERVATIONS, CANCELLATIONS AND CHANGES
Cliqbook allows travelers the ability to purchase, change or cancel travel reservations on-line. Travelers should not contact the emergency service outside of business hours except in a true emergency. The emergency service offers after-hour and weekend service which is to be used for emergency situations only. The company will incur additional service fee for this service; therefore, it is only to be used in an emergencies.

After-hours service - For emergencies only: Main number 888-888-8888 or toll-free at (888) 888-8888Travelers will be switched automatically to the Afterhours service.

Flight changes are made at the last minutes at the airport for employee’s convenience will not be reimbursed by the Department.