Travel Coordinator

On this page:

Overview

If you are a travel coordinator repeatedly booking appointments for other travelers, you can create a travel coordinator profile in our online system. Instead of creating a new profile for each applicant, this feature allows you to manage and track all your clients under your profile. From this central location you can schedule, reschedule, cancel, or confirm multiple client appointments from one screen. This eliminates the need for multiple profile names, and passwords. This feature is not intended to replace either the group appointment or other programs listed under “Local Visa Programs”.

A few things to remember:

  • If an applicant is applying for an expedited or emergency appointment do not schedule through the travel coordinator profile. The applicant must schedule an interview through the regular process as an individual.
  • If you are scheduling multiple applicants during one session, the group will have the same interview date. If the applicants aren't travelling together they must be scheduled on a different scheduling session so they have

Instructions to Access the Travel Coordinator Profile and Manage Multiple Appointments

Step 1

Log-in and create a profile in our online applicant system. If you already have a profile, skip to step 2.

Step 2

Send an e-mail to travel-coordinator@ustraveldocs.com with your UID number in the subject line. This will grant you access to schedule applicants as a travel coordinator. Your UID number can be found on the right-hand side of the screen next to your user name. You do not need to put any text in the body of this e-mail.

Below is a screenshot showing where to find your UID after logging into your profile:

Step 3

Wait 5 minutes for your e-mail to be processed and then click on the Home link in the upper left hand corner. You will see that your dashboard and menu items have changed. The left-side menu will include Search Appointments and Appointment History options.

Appointment History allows you to view all your appointments. If you click on the green plus sign you can see a quick snapshot of your client’s information such as appointment date, visa category, applicant e-mail and UID. You can also organize your client list by appointment date, visa type, or status.

Note: Please note that the Appointment History option has limitations in terms of the maximum number of appointment records stored in the system. Therefore the information in it should not be used as a point of reference to your own database records.

Step 4

If you are ready to schedule an appointment, click on Schedule Appointment. You will complete the information for:

  • Visa type
  • Post
  • Visa Category
  • Visa Class
  • Applicant Information. You can enter multiple applicants together such as a family.
  • Delivery
  • Payment- You will enter your visa receipt number for proof of payment.
  • Visa Priority

Once all this information is complete, the system will then prompt you to pick a specific date for your client’s visa interview and provide confirmation details.

Step 5

You can continue to add other clients to your profile and schedule more appointments. If you need to view your previously scheduled appointments, you can click on the Search Appointments or view Appointment History.

Appointment History allows you to view all your appointments. If you click on the green plus sign you can see a quick snapshot of your client’s information such as appointment date, visa category, applicant e-mail and UID. You can also organize your client list by appointment date, visa type, or status.

Search Appointments allows you to perform an action for your client. As seen in the screenshot below, you can confirm, cancel or reschedule the interview. If you cancel an applicant appointment, the system will cancel that individual applicant. If you reschedule the interview, the number of applicants you scheduled for that particular interview slot will be rescheduled together.

More Information

NOTE: If you change your individual access to a travel coordinator profile you cannot schedule an appointment for yourself. To schedule your own appointment, send another e-mail to travel-coordinator@ustraveldocs.com with your UID number in the subject line. This will disable your travel coordinator profile. When you schedule your appointment you will need to remove all previously scheduled appointments on the Dependents screen. After you’ve scheduled your appointment, send the e-mail again and your access will be reinstated.