Travel Companion Clarity

A custom feature on Spirit’s employee benefits page to reflect the airline’s updated travel companion policy and enhance overall user experience.

Role:

Lead designer collaborating with PM and engineers on the enrollment experience redesign

Timeline:

3 months; 2024

Tools:

Figma

Context

Spirit Airlines needed to accommodate a new 'Spirit Companion' tier for travel benefits—allowing employees to designate people/friends without submitting additional documentation. But the system already had Spouse and Parent categories with different approval rules.

mobile screens created

Outcome

Implemented my designs and information hierarchy changes. I created a tiered information system: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand. This manifested as exposing what the travel benefits were up front and defining relationships that could/not be assigned to these tiers. Status markers related more specific information back to the user in how to move forward (if anything else was needed). Spirit adopted the changes, reducing enrollment friction and support tickets.

Problem

  • Users couldn't see eligibility rules or documentation requirements upfront—only discovered them after submitting forms
  • "Not Approved" status was ambiguous. Was it rejected? Pending? What now?
  • Form asked for unnecessary data (SSN, Gender, Student Status) from everyone, even though only parents needed documentation
  • Adding a third benefit tier (Spirit Companion) exposed that the system had no clear way to communicate different approval workflows

Solution

I restructured the information hierarchy into three layers: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand.

notes on design

Delivered product

Progressive Disclosure

What changed: The "Add Traveler" dialog now shows only the fields relevant to the selected relationship type.

  • Old: All users saw SSN, Gender, Student Status fields → unnecessary data collection → security bloat
  • New: Select relationship first → only ask for fields that matter for that relationship (e.g., file upload only appears for parents (spouse would’ve been added in an earlier step))

Code side: Relationship selection triggers conditional form rendering. Backend eligibility rules determine which fields are required, reducing validation errors and data bloat.

Transparent Approval Status

What changed: Replaced "Not Approved" with explicit status badges + context.

  • Old: "Not Approved" → user confusion (rejected? pending? what now?)
  • New: Green badge "Approved" + Amber badge "Pending Approval" + tooltip explaining next steps.

Code side: Frontend maps backend approval state (approved, pending, rejected, waived) to human-readable status + actionable next steps. Users know exactly where things stand.

Persistent Reference Key

What changed: Added a "Traveler Classification Key" that's visible during enrollment. Users see what each tier offers without hunting for a modal or video.

  • Old: Eligibility rules scattered in video → users discovered rules after submitting
  • New: Key sits beside the main information → users reference it while making choices

Code side: Sidebar displays eligibility data from the same backend source as the form logic, ensuring consistency across all three systems (dialog, sidebar, status table).

Concept

Legacy Approach

New Approach

Travel benefit tiers

Unclear that there are any

Explained tiers; user assigns

Adding Traveler

Mixed concepts/unclear verbiage

Clear communication; match mental model

Status Clarity

“Not Approved” (ambiguous)

Green/Amber badge + specific reason + what happens next

Data Entry

9 fields for everyone

Contextual; only fields that matter for this relationship

Changes to Companions

No saved companions from previous years = data reentry

Added section of individuals that

Impact

  • Employees no longer discover rules after submitting forms
  • Form feels less overwhelming (only relevant questions asked)
  • Approval status is transparent and actionable
  • Reference material is always available, reducing support tickets
dev handoff artifact

Travel Companion Clarity

A custom feature on Spirit’s employee benefits page to reflect the airline’s updated travel companion policy and enhance overall user experience.

Role:

Lead designer collaborating with PM and engineers on the enrollment experience redesign

Timeline:

3 months; 2024

Tools:

Figma

Context

Spirit Airlines needed to accommodate a new 'Spirit Companion' tier for travel benefits—allowing employees to designate people/friends without submitting additional documentation. But the system already had Spouse and Parent categories with different approval rules.

mobile screens created

Outcome

Implemented my designs and information hierarchy changes. I created a tiered information system: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand. This manifested as exposing what the travel benefits were up front and defining relationships that could/not be assigned to these tiers. Status markers related more specific information back to the user in how to move forward (if anything else was needed). Spirit adopted the changes, reducing enrollment friction and support tickets.

Problem

  • Users couldn't see eligibility rules or documentation requirements upfront—only discovered them after submitting forms
  • "Not Approved" status was ambiguous. Was it rejected? Pending? What now?
  • Form asked for unnecessary data (SSN, Gender, Student Status) from everyone, even though only parents needed documentation
  • Adding a third benefit tier (Spirit Companion) exposed that the system had no clear way to communicate different approval workflows

Solution

I restructured the information hierarchy into three layers: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand.

notes on design

Delivered product

Progressive Disclosure

What changed: The "Add Traveler" dialog now shows only the fields relevant to the selected relationship type.

  • Old: All users saw SSN, Gender, Student Status fields → unnecessary data collection → security bloat
  • New: Select relationship first → only ask for fields that matter for that relationship (e.g., file upload only appears for parents (spouse would’ve been added in an earlier step))

Code side: Relationship selection triggers conditional form rendering. Backend eligibility rules determine which fields are required, reducing validation errors and data bloat.

Transparent Approval Status

What changed: Replaced "Not Approved" with explicit status badges + context.

  • Old: "Not Approved" → user confusion (rejected? pending? what now?)
  • New: Green badge "Approved" + Amber badge "Pending Approval" + tooltip explaining next steps.

Code side: Frontend maps backend approval state (approved, pending, rejected, waived) to human-readable status + actionable next steps. Users know exactly where things stand.

Persistent Reference Key

What changed: Added a "Traveler Classification Key" that's visible during enrollment. Users see what each tier offers without hunting for a modal or video.

  • Old: Eligibility rules scattered in video → users discovered rules after submitting
  • New: Key sits beside the main information → users reference it while making choices

Code side: Sidebar displays eligibility data from the same backend source as the form logic, ensuring consistency across all three systems (dialog, sidebar, status table).

Concept

Legacy Approach

New Approach

Travel benefit tiers

Unclear that there are any

Explained tiers; user assigns

Adding Traveler

Mixed concepts/unclear verbiage

Clear communication; match mental model

Status Clarity

“Not Approved” (ambiguous)

Green/Amber badge + specific reason + what happens next

Data Entry

9 fields for everyone

Contextual; only fields that matter for this relationship

Changes to Companions

No saved companions from previous years = data reentry

Added section of individuals that

Impact

  • Employees no longer discover rules after submitting forms
  • Form feels less overwhelming (only relevant questions asked)
  • Approval status is transparent and actionable
  • Reference material is always available, reducing support tickets

Travel Companion Clarity

A custom feature on Spirit’s employee benefits page to reflect the airline’s updated travel companion policy and enhance overall user experience.

Role:

Lead designer collaborating with PM and engineers on the enrollment experience redesign

Timeline:

3 months; 2024

Tools:

Figma

Context

Spirit Airlines needed to accommodate a new 'Spirit Companion' tier for travel benefits—allowing employees to designate people/friends without submitting additional documentation. But the system already had Spouse and Parent categories with different approval rules.

mobile screens created

Outcome

Implemented my designs and information hierarchy changes. I created a tiered information system: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand. This manifested as exposing what the travel benefits were up front and defining relationships that could/not be assigned to these tiers. Status markers related more specific information back to the user in how to move forward (if anything else was needed). Spirit adopted the changes, reducing enrollment friction and support tickets.

Problem

  • Users couldn't see eligibility rules or documentation requirements upfront—only discovered them after submitting forms
  • "Not Approved" status was ambiguous. Was it rejected? Pending? What now?
  • Form asked for unnecessary data (SSN, Gender, Student Status) from everyone, even though only parents needed documentation
  • Adding a third benefit tier (Spirit Companion) exposed that the system had no clear way to communicate different approval workflows

Solution

I restructured the information hierarchy into three layers: show eligibility rules upfront, keep a reference sidebar visible, provide detailed policy on-demand.

notes on design

Delivered product

Progressive Disclosure

What changed: The "Add Traveler" dialog now shows only the fields relevant to the selected relationship type.

  • Old: All users saw SSN, Gender, Student Status fields → unnecessary data collection → security bloat
  • New: Select relationship first → only ask for fields that matter for that relationship (e.g., file upload only appears for parents (spouse would’ve been added in an earlier step))

Code side: Relationship selection triggers conditional form rendering. Backend eligibility rules determine which fields are required, reducing validation errors and data bloat.

Transparent Approval Status

What changed: Replaced "Not Approved" with explicit status badges + context.

  • Old: "Not Approved" → user confusion (rejected? pending? what now?)
  • New: Green badge "Approved" + Amber badge "Pending Approval" + tooltip explaining next steps.

Code side: Frontend maps backend approval state (approved, pending, rejected, waived) to human-readable status + actionable next steps. Users know exactly where things stand.

Persistent Reference Key

What changed: Added a "Traveler Classification Key" that's visible during enrollment. Users see what each tier offers without hunting for a modal or video.

  • Old: Eligibility rules scattered in video → users discovered rules after submitting
  • New: Key sits beside the main information → users reference it while making choices

Code side: Sidebar displays eligibility data from the same backend source as the form logic, ensuring consistency across all three systems (dialog, sidebar, status table).

Concept

Legacy Approach

New Approach

Travel benefit tiers

Unclear that there are any

Explained tiers; user assigns

Adding Traveler

Mixed concepts/unclear verbiage

Clear communication; match mental model

Status Clarity

“Not Approved” (ambiguous)

Green/Amber badge + specific reason + what happens next

Data Entry

9 fields for everyone

Contextual; only fields that matter for this relationship

Changes to Companions

No saved companions from previous years = data reentry

Added section of individuals that

Impact

  • Employees no longer discover rules after submitting forms
  • Form feels less overwhelming (only relevant questions asked)
  • Approval status is transparent and actionable
  • Reference material is always available, reducing support tickets