Mmm, interesting experience.
I'm glad I had an easier experience of the Amex Free Flight upgrade to Business earlier in the year, as today I hit mostly new sounding CSR's at Virgin. Couple of pointers for myself next time I try this:
- Don't give out too much information on the plan. The plan is above board and is fine, its recognised in the Amex/Virgin free flight T&C, but I think this road is seldom used and its extremely easy to confuse the CSR's as to what you want to do. take it one step and one phone call at a time.
- Ring Amex, book your free flight
- Ring Amex again and cancel the flight you booked above. You have to cancel your Amex Saver flight in order to gain the credit shell you will need later. The credit shell is _definitely_ held by Virgin, not by Amex. Amex are the only ones who can cancel your free flight booking. Don't tell them what you are up to as it will confuse them. All they need to know is that you need to cancel and are happy to cop the $80 cancel fee. Then ask for the credit shell. When I told my rep a bit too much she got confused and told me I'd have to re-book a saver fare with Amex to use the credit. When I pushed on this, and advice from supervision was obtained, it turned out that Virgin holds the credit
- Amex don't need to be involved again once you cancel your Saver "free" flight. Just make sure you get the credit shell reference number before hanging up the phone.
- Call Velocity to see if there is any "Q" class availability for the flights you want to take.
- Call the Virgin GCC to book a flexi ticket on the flights you have checked business upgrade availability on above. Make sure you have about an hour to do all this. Don't leave a long time between checking availability and actually upgrading your flexi to business class as you might miss out.
- After you have your PNR for your flexi ticket, and are reasonably happy that there is still business availability, call velocity and ask for the upgrade. This bit is trivially easy.
- Bing! You now have transformed your Amex free saver flight into a points upgraded business class flight... enjoy.
Really, the emphasis is on one phone call and one leg of the upgrade path. If you ring virgin and hit them with all this process at once they will get terrifically confused and lead you down all kinds of dark and mysterious paths of semi truth. They are not trying to stop you from fulfilling a legitimate upgrade, but it seems to me they are seldom asked to do this and its easily muddled.
My first Virgin rep denied that "Q" class (the Flexi to business upgrade class) even exists. We know that it does because many of us have been booked on Q class bookings previously. There is a strong reticence to quote "Q" class availability by Velocity as the availability can change minute to minute. In the end, after pressing on this issue, I got a quote of availability at this minute, but no guarantee there would be any availability by the time I booked, which is completely fair in my mind.
I also spent some time trying to weedle out the link between Q class upgrade availability and J and H class. We know that J is full business and that H is award business ... usually a subset of J, but as expertflyer doesn't report Q class availability its hard to know where Q draws its stock from. I wasn't given a direct answer, despite me asking the same question in slightly different ways to ensure I was getting through a language barrier, however, I was assured that if J class availability existed at all, a Flexi to business upgrade would be honoured. this sounds like Q = J > H to me and may be useful when thinking about this stuff in the future.