Unused Ticket Recovery and Credit Management Playbook

Unused tickets and credits are one of the simplest travel savings levers because the value already exists. It is often lost due to lack of ownership.

This playbook installs a monthly recovery motion that is beginner-safe:

• identify unused tickets and credits
• assign ownership for redemption
• create rules for how credits are used
• track recovery and report savings

What you will install

1. A single source of truth tracker
2. Monthly sweep cadence and owner assignments
3. Redemption rules (who can use credits and when)
4. Escalation rules for expiring value
5. A simple recovery KPI report

Step-by-step operating system

Step 1: Decide where data comes from

Common sources:

• TMC unused ticket report
• airline wallet reports
• expense platform exports
• card transaction matches

Pick the source you can get reliably every month.

Step 2: Assign ownership

Beginner-safe:

• one operations owner for the tracker
• department coordinators as redemption owners (optional)

Without ownership, recovery does not happen.

Step 3: Define redemption rules

Rules to decide:

• can credits be used by anyone or only original traveler
• priority for expiring credits
• approval for using credits on higher-cost travel

Step 4: Run a monthly sweep

Monthly (30 minutes):

• load new unused tickets and credits
• highlight those expiring in the next 60 days
• assign redemption owners
• follow up on status

Templates

A) Unused ticket and credit tracker (copy/paste)

Copyable template (TEXT)
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Unused Ticket and Credit Tracker

Month:
Source report date:

Fields:
- Traveler
- Department
- Airline or vendor
- Ticket or credit ID
- Value
- Expiration date
- Redemption rules (transferable or not)
- Status (open, redeemed, expired)
- Owner
- Notes

B) Monthly sweep email (copy/paste)

Copyable template (TEXT)
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Subject: Unused Ticket and Credit Sweep — Action Required

We completed this month’s unused ticket and credit sweep.

Action required:
- Review your assigned credits expiring in the next 60 days.
- Confirm planned redemption date or escalate if blocked.

Tracker link:
Owner:
Deadline:

C) KPI summary (copy/paste)

Copyable template (TEXT)
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Unused Ticket and Credit KPI Summary

Month:
Open value:
Value expiring in 60 days:
Redeemed value this month:
Expired value this month:
Net recovery rate:
Top blockers: