How Executive Assistants Save Time and Improve Travel
Many of our users are aided by an executive assistant who helps arrange their trips. In the past, these assistants used to edit and print out paper itineraries for their bosses, as well as manually input the flight and hotel information into Outlook for the travelers to be able to use it on their BlackBerry. This is of course a rather tedious process, that breaks down very easily - whether it is because plans have changed, in which case those paper itineraries become useless and even misleading, or because every tiny mistake - wrong flight time, terminal number or address - could lead to travel crises.
Using WorldMate, personal assistants can now significantly improve on this - save time and effort, reduce errors and improve their communications with the traveler. Isn't that what technology is for?
If you want to understand the whole process and all the benefits - read this. If you're convinced already and just want to know how to use it - just scroll down...
Step I: WorldMate Automatically Gets The Travel Details From Bookings
First - WorldMate automates the process of itinerary creation. What it does is capture the travel details directly off the travel booking confirmation emails. It uses these to auto-create a comprehensive itinerary. And it organizes the items by time - regardless of the timezones. Like this:
Step II: WorldMate Adds the Meetings and Fixes the Times
Next - WorldMate adds the meetings that the traveler has while traveling to the itinerary. What it does this, it fixes the time-zone issues - so everything is presented according to the destination time-line. What you get is a sort of travel calendar where you can see your travel timeline - first you take the flight, then you pick up the rental car, then you go to your meeting etc. All of these are presented as one, conclusive travel itinerary. You can have the meetings added automatically - if you already put them in the scheduling system (e.g. Outlook), or add them manually on the www.worldmate.com website. The entire itinerary is available there automatically. It is easily editable, automatically appears on the travelers' BlackBerry or iPhone (see below), and you can easily print it out on the www.worldmate.com website. Here's an itinerary with meetings added automatically:
Step III: WorldMate Checks All the Addresses And Creates a Map
When you travel, having the right address is crucial. If you don't have it - you're lost. Furthermore it is so convenient if you can see in advance where you're going and how to get from place to place. Well, this is exactly what WorldMate does for you. You - or your traveler - can then click the Map in the www.worldmate.com website to see everything on one map - the airport, the hotel, the meetings - they're all there. Here's how an itinerary looks like on the map - you can see the airport, hotel and meeting (and even the rental car office is hiding there...):
Step IV: WorldMate Puts the Itinerary On The Traveler's Phone!
As soon as there's an itinerary in the system, it is automatically synchronized with the traveler's BlackBerry or iPhone - the same way Outlook is automatically synchronized with the calendar on the phone. So your traveler has all the details - without you having to do anything. If you add or change something, or if they do - it gets to their phone automatically, just like it does from Outlook (or Lotus Notes if you're using that). No hassle, no work!
Step V: WorldMate Puts the Flights and Hotels in Outlook Too!
Most PA's are used to putting the traveler's information into Outlook / Lotus. This is a tedious process - whether you need to copy and paste the flight and hotel information, or whether you get a file you need to save into Outlook (and then check it made it there OK) - it's just a hassle. With WorldMate and the BlackBerry - the whole process is automated. You just forward those confirmation emails to the WorldMate system - and the info gets to the calendar automatically. You don't need to do anything (the traveler needs to enable this on his BlackBerry when asked to). So WorldMate just saved you a whole lot of typing - that you'd have had to do again and again if schedules changed.
Step VI: WorldMate Helps You find The Right Hotel
How do you find a hotel that meets your traveler's preference AND is near the meetings he's attending? Easy. WorldMate lets you search for hotels on a map, and finds the hotels that meet your travelers preference - budget, star quality, brand etc. You can even select a meeting that was (automatically) entered in the system, and it will search for a hotel near that meeting. And once you book it - it's immediately added to the itinerary. No fuss! Learn all about WorldMate's hotel booking facilities here.
So - how should an executive assistant use WorldMate?
The way WorldMate works is that every traveler has an account. So your boss either has an account, or should open one at www.worldmate.com (and download the mobile app to his phone). His / her account name is his email address - say john.smith@acme.com . To get his travel bookings into the system, he can forward the confirmation emails from that address. But it's easy to expect that he'd want you to do it. How is that done? There's two ways to do it.
One way, is to add your email address to his account. This way, when the system gets an email from you, it understands it should go into his account. To do this:
- Sign into the travelers' account on www.worldmate.com - you can just click here. You'd need his/her email address and password.
- Click "My Account" on the top right
- Click the blue "Email Addresses" button
- Put your own email address in the "Add Email Address" box and click "Add"
From now on - you can just forward the confirmation emails you get to trips@worldmate.com . The system will recognize the emails coming from you and put them in your traveler's itinerary.
You can make this even easier by using the WorldMate Outlook Add-in. This will enable you to send emails and even meetings into WorldMate with one click.
You'd need to download and install the Outlook Add-in on your PC, which you can do here - WorldMate Outlook Add-in Download. Download, open the file and run it (close Outlook first).
Once you re-open Outlook, you'll have a new toolbar:
To prepare it for action, you need to configure it with your traveler's WorldMate ID. All you need to do is:
- Sign into the travelers' account on www.worldmate.com - you can just click here. You'd need his/her email address and password.
- Click "My Account" on the top right
- Click the blue "Email Addresses" button
- Look at the "Your WorldMate Live email address". It contains an address that looks like this 1234567890@worldmatelive.com . Just copy this address or write it on a piece of paper.
- Then - in your Outlook, click the "Menu" button on the WorldMate toolbar (shown above - left-most button). You'll see this screen:
- Put the email address you copied below in the white box, and click "Save"
That's all. From now on, whenever you get a booking confirmation email - all you need to do is click the "Export Item" button and it will go directly into your traveler's WorldMate itinerary. And if you want to log into the website to do more - simply click the "WorldMate Live" button.
Questions? Suggestions? Just comment below!