Completing your CTM Online - RESX Profile

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1 Completing your CTM Online - RESX Profile Your CTM Online profile information is used to complete online bookings and agent-assisted bookings. Note! Whether booking travel through Enterprise, or directly with a CTM agent, profile information must be updated on the online profile by the traveler or travel planner. If you need to request profile changes while working with a CTM agent, the agent can apply that information to a specific trip, however changes must be updated in your online profile to ensure the information is on file for future bookings. Accessing the Online Tool & Establishing your Password Navigate to your company s unique CTM Online gateway link and enter your User ID. At the first log-in, leave the password field blank and select submit you will be prompted to establish a password at the next screen. If you are re-directed to a generic log-in page that requests company name, then you have entered incorrect information in the User ID and/or Password field. Travel Profile Access the main supertab and select Profile to complete four main profile categories: Personal Information Travel Preferences Membership Numbers Billing Personal Information The Personal Information section of your profile records your name, addresses, telephone numbers, emergency contract information, TSA secure flight data, passport information, and any other custom fields specific to your company. Fields marked with an asterisk must be completed before you can make a reservation. To Edit Your Personal Information 1. Begin by ensuring the Name field and address is accurate. Please note that this is the name in which your tickets will be issued. 2. Please carefully complete and review the required TSA-Secure flight data on your profile. 3. Click Save. You will see the message, "Profile has been updated successfully" at the top of the screen.

2 Travel Preferences The Travel Preferences section of your profile stores your preferences for air, car and hotel travel and can be accessed in two different areas. Your default travel preferences are accessible within the Travel Preferences tab in Travel. These settings can by changed on a per trip basis. Any changes made in this section will not be saved to your profile as future default settings. To view all travel preferences or make permanent changes you will need to go to your Profile. To Edit Your Travel Preferences 1. Click the Profile supertab and click Travel Preferences in the profile tree, or select Profile > Travel Preferences from the main menu. The Travel Preferences screen opens, showing a list of air, car, and hotel preferences. 2. Set the preferences you want. Note: Your company travel policy may override travel preferences where applicable. 3. Click Save. You will see the message, "Profile has been updated successfully" at the top of the screen. It is important to understand how the Extended Options may expand or limit your Air search. These settings may or may not be editable based on your company s policy. Please see your company s travel administrator with questions about your travel policy. Four fields that have significant impact on your Air search results are as follows: Time Search Window Accept Penalty Fares Accept Connections Search for Fares using Multiple Airports Time Search Window: This allows you to search for a flight within +/- the departure time you select when beginning your Air search. Try expanding your Time Search Window if you would like to see more flight options or need to complete a multi-city search that may require a layover or stop longer than two hours.

3 Travel Preferences Continued... Accept Penalty Fares: A check in this box indicates that penalty fare options will be included the Air search in addition to full fare options. Accept Connections: A check in this box indicates that connecting flights will be included in the Air search in addition to direct flights. Search for Fares using Multiple Airports: A check in this box indicates that when the system searches for the best fare to a destination with more than one airport, it will display options for all local airports in addition to the one specified. Air, Car, and Hotel Membership Numbers The Membership Numbers section of your profile lists your membership numbers and loyalty associations for airlines, car rental companies, and hotel chains. Note: You can store a membership number for Southwest Airlines in your profile, but you have to contact Southwest or your travel agency to associate your membership number with each reservation. You should verify with the airline at check-in that your membership number was applied. If the Global Reservation System recognizes an airline's frequent flyer program, the membership number will be validated when you save. An error icon appears next to an invalid number. You must enter a valid number or delete the entry to continue. This feature does not apply to car or hotel memberships. You cannot request to apply a frequent flyer number to an alternate carrier booking via Enterprise Where applicable please contact the airline directly to make these arrangements. Caution: Mileage might not be credited to a frequent flyer account if the account name is not identical on the credit card, the frequent flyer account, and the Person Information section of your profile. To View Your Membership Numbers Click the Profile supertab and click Membership Numbers in the profile tree, or select Profile > Membership Numbers from the main menu. The Membership Numbers screen opens. To Add a Membership Number 1. Click the Add New Membership Number link. A form opens. 2. Click (select) and select a company or program from the dynamic drop-down list. 3. Enter your membership number in the Membership Number field. 4. Click Save.

4 Your Membership Numbers Continued... To Edit a Membership Number 1. Click the Edit link to the far right of the company you want to edit. 2. Edit the membership number in the Membership Number field. 3. Click Save. To Delete a Membership Number Click the Delete link to the far right of the company you want to delete. Billing Information The Billing Information section of your profile lists the credit cards you want to use for travel reservations. From here you can add, edit, or delete credit cards. This screen uses encrypted (SSL) mode to safely transmit your credit card information. To View Your Profile Billing Information Click the Profile supertab, then click Billing Information in the profile tree, or select Profile > Billing Information from the main menu. The Billing Information screen opens. It displays the following information about your credit cards. Name. The profile name of the credit card. Card. The type of card the number will be partially masked. Expiration Date. The date this card expires. Use as "My Preferred." Icons representing the types of travel segments for which this is the preferred credit card. Air Car Hotel To Add a Credit Card to Your Profile 1. In the Billing Information screen, click the Add a New Credit Card link. A form opens to let you add a new credit card. 2. Enter the credit card information in the form. 3. Click Save. The Billing Information screen refreshes. To Edit a Credit Card 1. In the Billing Information screen, click the Edit link in the Edit/Delete column. A form opens to let you edit a credit card. 2. Edit the credit card information. 3. Click Save. The Billing Information screen opens.

5 Billing Information Continued... To Delete a Credit Card Before you can deleted a Preferred card for Air, Car, or Hotel, you must first de-select as preferred and then click Save. You will then have the option to delete the card. In the Billing Information screen, click the Delete link in the Edit/Delete column. The Billing Information screen refreshes to show the new information. How to Get Help Select the main supertab to access the Help menu to select help options: 1. Select the Feedback link to the CTM Online-Enterprise Help team with technical questions or to report a bug. 2. Select Enterprise Online Help to search the comprehensive online help site. 3. Select the Contact Travel Agent link to contact a CTM Agent with travel specific questions about your profile information or if you need to inquire about the status of a trip. Note: Questions about you CTM Online User ID and your company s travel policy should be directed to your company s travel administer(s). Questions? Please contact your CTM team at the number or listed on your company Enterprise portal page.