AXIOM Quick Reference Guide, Exercises of Business

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AXIOM Quick Reference Guide

Welcome to AXIOM—your online personal assistant

AXIOM is an innovative online procurement tool from American Express Business Travel that allows you to make your travel reservations, ship a package, set up a Web or phone conference and more, all from the same site. It’s fast and easy to use, allowing you to spend less time making reservations and more time doing the things you need to do. Some of the user-friendly features include:

 Easy access to personal information: Your profile information

along with the details of the services you’ve booked using AXIOM are clearly accessible from the Home page.

 Seamless calendar integration: Details of all bookings made

and services requested are integrated to your calendar to save time and give you easy access to the information you need.

 Notification of schedule changes: AXIOM’s notification feature

can send up to the minute status on the flights you have booked, packages you have shipped and other services you have reserved.

Getting Connected and Logging In

1. Connect to the Internet and enter the URL provided by your company.
2. Save this address as a “Favorite” or “Bookmark” in your browser. Click Create an Account and then enter all requested information—including any Security Code provided by your company. You will also need to specify a Username and Password to use for future access.
3. You will then receive an e-mail from American Express Business Travel with instructions on how to complete the registration process.

Profile

1. Click the Profile link at the top of the page to update your personal information. Make sure the information stored in AXIOM is up to date to avoid potential issues or delays in processing your reservations
2. From here you can update your Addresses, Emergency Contact and Charge Card information. You can also adjust the Display Settings and other settings to allow you to customize the site to your preferences.
3. Be sure to click Save at the bottom of each screen to save your information.

Notifications

1. Setting up your Notifications allows you to receive updates via email or text message on the status of your flights, packages shipped and other services booked using AXIOM. You can specify the frequency and timing of notifications. You can also specify Quiet Times when you don’t want to receive notifications.

Delegates

1. Click the Delegate link if you book travel or arrange services on behalf of others-or want to grant access to others to book services on your behalf. From there you can see People Who I Can Book For and People Who Can Book For Me. Click Become a Delegate or Add a Delegate to allow others to become your delegate or to become a delegate for another.

Service Preferences

1. The Services Preferences section allows you to specify Travel and Shipping preferences that will be pre-populated when you request those services. You can specify vendor preferences for air, car and hotel, seat preferences, departure airport, default sender address when shipping a package, default packaging type and more.

Use AXIOM to reserve your car service

AXIOM makes it fast and easy to reserve car service. With AXIOM you can:

 Book ground transportation with the rest of your trip

 Have your calendar automatically updated with the

reservation details

 Access your company’s negotiated rates and

preferred vendors

NOTE: Car Service reservations cannot be made using AXIOM if your requested pick-up time is within 24 hours.

Booking Car Service

1. From anywhere in the application, mouse over the Travel tab and select Car Service to display the Car Service page.
2. Enter pickup and drop-off locations. If there are more than two stops, click Add a Stop. For multiple rides, click Add a ride.

Note: Each ”ride” is a one-way trip. For a round trip (for instance, to go from a hotel to an office in the morning, and then from the office back to the hotel in the afternoon) you need to reserve two rides.

3. Click Continue to display the Enter Details page. Enter date, time, and address information, and number of passengers, and click Continue.
4. The Select a Car page displays, listing your search results. You can sort this list by rate, provider, vehicle capacity, or preferred provider.
5. Click Select to choose your desired car service provider.
6. Review the reservation summary information in the Reserve page, as well as ride details and service confirmation details.
7. Click Reserve now to proceed with this car service.
8. When the Confirmation page displays, click Done to return to the home page, or click Request another ride to return to the Car Service page.

Making your restaurant reservations using AXIOM is a breeze

AXIOM allows you to automatically search for and reserve a restaurant, invite guests from both inside and outside the company while having the reservation details automatically populated in both your calendar and your guest’s calendars.

With Axiom you can:

 Quickly evaluate your dining options by location, cuisine

type, price and Gayot ratings

 Instantly book a table at one of thousands of restaurants

 Send invitations directly to your guests

 Have your calendar automatically updated with all the

reservation details

Making a Restaurant Reservation

There are three ways to find and book a table at a restaurant:

From the home page, click the Dining "quick start" tab on the left side of the screen.

From the Dining page, mouse over the Dining tab and select Dining Reservations.

From the Trip Confirmation page when you make an airline reservation (by clicking the Add Dining button) or a hotel reservation (by clicking links in the Restaurants near this hotel box).

To find a restaurant from the Dining page:

1. Mouse over the Dining tab, and select Dining Reservations. Enter your restaurant search parameters. You can search for a restaurant by any combination of: location (by city, or by proximity to a specific address); cuisine; neighborhood; price; availability.
2. Click Search. The Select a Restaurant page lists all of the restaurants that match at least one of the criteria you’ve specified. It also locates the top ten matches on a Google map.
3. To display more information about a restaurant, click Quick look beneath each restaurant’s listing. You can see more details on location, a cuisine description, and the first several lines of a review. For the full review, click the restaurant name to access the Restaurant Details page.
4. When you see the restaurant you want, click Reserve Online to display the Restaurant Details page. If you haven’t already specified a reservation time, enter a date and time and click Search.
5. Click Make reservation and then enter the desired information, including setting up any Notifications.
6. To invite guests from this page, in the Invitation emails box enter the email addresses of your guests, and in the message box enter any message you wish to send them. You can also click Address Book to use email addresses from your corporate or personal Address Book.
7. Click Reserve Now to display the Confirmation page. If you have not already done so, you may invite guests from this page by clicking Invite guests to display the Add guests text box.

Shipping a package has never been easier

AXIOM offers you a full range of user-friendly features designed to save both time and money when shipping a package. With AXIOM you can:

 Compare package shipping prices across multiple vendors

and delivery options

 Schedule a pick up for your package

 Print shipping labels directly from your own printer

 Track all your packages with the same user name and

password you use to book your other services

 Receive notifications when your package is picked up and

signed for by the recipient

 Populate addresses directly from your address book

Shipping a Package

Shipping a package using the shipping "quick start" tab on the home page:

1. From the Shipping "quick start" tab, enter the recipient address, package type, and billing reference. Click Search to display the Ship a Package page. Review the page, complete any missing information, and click Next.
2. The Shipment Rates page displays. From this page you can easily view your shipping options. Select your desired shipping option by clicking it once to highlight it. Click Select to display the Print Label page. After printing your label, click Done to return to the home page.

Shipping a package from the Ship a Package page:

1. Mouse over the Shipping tab and select Ship a Package. Enter the required information, including the sender, recipient, and package information.
2. Click Next to display the Shipment Rates page. From this page you can easily view your shipping options (e.g. arrival dates, shipping companies, and cost).
3. Select your desired shipping option by clicking it once to highlight it. Click Select to display the Print Label page. After printing your label, click Done to return to the home page.

Scheduling a Pickup

1. Mouse over the Shipping tab and select Schedule a pick-up. Enter the requested information, including date and time you wish the package to be picked up, the type of package you’re shipping (e.g. envelope, box, etc.), the shipping provider, and any specific pick-up instructions
2. Enter information for the pick-up location. Enter your Confirmation and billing information. Click Submit to display the Package pick-up Confirmation page.

Tracking a Package

1. Mouse over the Shipping tab and select Track a Package. Select the name of your shipping provider from the drop- down menu, and enter the tracking number of the package you wish to track.
2. You can get the tracking number from the email Confirmation sent to you immediately after you arranged for the package shipment or from the home page, in the Upcoming Reservations section, by clicking on the link of the shipment you wish to track. Click Submit to display the Tracking Details page. The precise information on this page may vary, depending on your shipping provider.

Note: You can also track your package directly from the home page. To do this, in the Upcoming Reservations section, locate the shipment you wish to track, and click its link to display details about this shipment.

AXIOM is the easy way to set up your Audio and Web Conferencing

AXIOM’s Conferencing functionality allows you to efficiently

manage and schedule audio and/or Web conferences while proactively managing the costs of these services. AXIOM

allows you to:

 See the estimated costs for your conferences to allow you

to make informed decisions

 Conveniently select conference dates, features and

attendees

 Automatically send invitations to participants using your

corporate or personal address books

 Add meeting details to all participants’ calendars

Scheduling a conference from the Conferencing "quick start" tab on the home page:

1. Select the Schedule Conference radio button.
2. Enter a date, time, and meeting duration for the conference.
3. (optional) Select the Invite guests check box and enter the email addresses of the invitees.
4. Click the orange Schedule Conference button to display the Conferencing Confirmation page.

Note: You can click All conferencing options to access additional features and functions on the main Conferencing page.

Scheduling a conference from the main Conferencing page:

1. Click the Conferencing tab to display the main Conferencing page.
2. Enter the requested information on the Conferencing page: a. Enter a date, time, and duration for your meeting, and a conference password for conference participants.
3. Invite your guests
4. (optional) Create a meeting agenda
5. Choose whether to create a Web Conference, an Audio Conference, or a Web + Audio conference. Click the Schedule conference now button to display the Conferencing Confirmation page. Or continue with the following options: i. Calculate the cost of this conference by entering the number of access locations and clicking Update cost estimate. ii. Calculate your carbon offset by clicking Learn more. iii. Review, modify, or add any Notifications you’d like to receive, or send to others, with any important updates or other messages pertaining to the conference you’ve just scheduled.
6. When you’re done with these options, click Schedule conference button. The Conferencing Confirmation page displays.

Note: An Instant Conference is a conference that begins immediately. You can start an Instant Conference, and invite attendees, at any time. Instant Conferences are particularly useful if you are already in the middle of a phone conversation, but want to be able to quickly show the other person the document, application, etc. you may wish to share via the web. As with a scheduled conference, you can set up an instant conference either by clicking the Plan a Meeting "quick start" tab on the left side of the screen, or via the Conferencing page, which you can access from anywhere in the application by clicking the Conferencing tab.