Certified Travel Agent Practice Test

When a corporate client wants to pay for a trip with a credit card, what is the first step?

1. Ask for the credit card details immediately

2. Check for approval on the travel list

3. Complete the transaction without verification

4. Confirm payment details with the client

The correct answer is: Check for approval on the travel list

The correct approach when a corporate client wishes to pay for a trip with a credit card is to first check for approval on the travel list. This step is crucial as it ensures that the trip has been authorized by the appropriate personnel within the company. In corporate travel, it is standard practice to have specific individuals or departments that approve travel expenses to ensure that they comply with company policies and budgets. Verifying approval helps prevent unauthorized charges and ensures that the expenses will be reimbursed appropriately. This step also demonstrates professionalism and adherence to the client's corporate guidelines. Only after confirming that the trip has the necessary approval should the travel agent proceed with requesting credit card details for payment. This systematic approach minimizes the risk of issues arising from unauthorized transactions.