HELiO Preview & Publish | Sending Quotes and Confirmed Bookings to TRIPS (Select Independent Brands)

This process outlined below is for:

1. Envoyage AU and Envoyage NZ
   
2. Travel Managers
   
3. World Travellers

If you're part of a different brand or region, choose the link associated with your brand for specific instructions:

1. Flight Centre AU, CA, NZ, ZA, Liberty Travel, FCI AU, and Cruiseabout
   
1. HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS
2. Flight Centre United Kingdom and Laurier Du Vallon - Rosedale
   
1. HELiO | Trips Modal
   
3. Travel Associates
   
1. HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS for Travel Associates
   
4. Independents (Link Travel Group, TA at Home and TA Members)
   
1. HELiO | Send to Trips for Independent Brands
   
5. Envoyage US
   
1. HELiO Preview & Publish | Envoyage US | Sending Confirmed Bookings to TRIPS
   

Preview & Publish is a functionality built into your HELiO quotes and bookings to launch your customer-facing financial documents (quotes, invoices, receipts).

Preview and Publish also improves the HELiO → TRIPS flow and allows you to directly email your customer their documents without leaving HELiO - and keeps a history of all emails and content within the HELiO booking.

HELiO branding will vary depending on your brand. Flight Centre branding is used for illustrative purposes in this article.

---

Sending Quotes to TRIPS

When you're ready to send your quote to your customer, select Preview & Publish.

In the pop-up window, ensure Customer Quotation is checked and click PUBLISH.

This will send your HELiO quote to TRIPS where a quote itinerary will be created. 

An email is NOT sent to your customers when a quote is published. To send a notification email to your customer with a link to their TRIPS digital quote, log into TRIPS and re-publish the trip. Be sure to select Send Notification Email to Travellers.

---

Sending Confirmed Bookings to TRIPS

When you're ready to send your confirmed booking to your customer, select  Preview & Publish.

1. Choose the documents you wish to attach as PDFs. If this is the first time the confirmed HELiO booking is being sent to Trips, click the Select All checkbox.
   
For subsequent sending, click the Itinerary Document check box if there are no updates to financial documents (Booking Invoice, Payment Receipt, or Tax Invoice). This will avoid adding additional copies of the Invoice or Receipt if no changes are present.
2. Choose the guests you wish to send the documents and Trip email.
   
3. Add a personalized message (optional) to their email when you send these documents.
   
4. Click Publish to send your booking to TRIPS (or update a previously sent booking). Your customer will receive a newly formatted email from HELiO containing a link to their online digital TRIPS itinerary.
   
If you do not need your customer to receive an email, de-select the guest under Choose Guests.

After you send the confirmed booking from HELiO to Trips, Trips will automatically retrieve any missing flight information from Sabre.

1. When an itinerary containing a Sabre PNR is sent from HELiO to Trips, Trips will automatically retrieve any missing flight information from Sabre not present in HELiO (e.g. e-ticket numbers, EMD information, etc.).
   
2. Please note that Sabre may take several minutes to update information in Trips.
   
3. This will work for flights added using Grab PNR, Search & Book, and any manually entered flights when Source = Sabre and PNR have been entered correctly.
   

After making ANY changes to your HELiO booking, select Preview & Publish and Publish your booking again. Select your customer email if you would also like to notify them. This will ensure your customer is viewing their most up-to-date itinerary.

IMPORTANT REMINDER

Any changes to your HELiO booking must be made in HELiO first. Once updates/changes have been made, Send to Trips again to update your customer's Trips itinerary.

If a HELiO booking is cancelled (or any segment within a booking), it MUST be sent to Trips so your customer has the proper itinerary details. Cancelled segments will be removed from Trips. This is especially important for flight segments so your customer does not receive flight reminders and notifications for flights they are no longer travelling on.

Before pushing your first customer quote/itinerary from HELiO to Trips, or the first time after changing stores, please log into Trips via Okta to ensure your contact details are updated and reflected on customer documentation and your account is linked correctly to HELiO.

---

Viewing the History Log

Selecting the Publish History tab under Preview & Publish will display:

1. a history of the emails sent and if they were delivered
   
2. the documents sent with that email; and
   
3. the message added by the Travel Expert

• Related Articles

• HELiO Preview & Publish | Envoyage US | Sending Confirmed Bookings to TRIPS

  This process outlined below is for ENVOYAGE US only. If you're part of a different brand, choose the link associated with your brand for specific instructions: Flight Centre UK / LDV HELiO | Trips Modal Flight Centre (Australia, Canada, South Africa, ...

• HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS (AU, CA, ZA, NZ, US)

  This process outlined below is for: Flight Centre AUSTRALIA, CANADA, SOUTH AFRICA and NEW ZEALAND Liberty Travel Cruiseabout Envoyage AU Flight Centre Independents AU If you're part of a different brand or region, choose the link associated with your ...

• HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS for Travel Associates

  This process outlined below is for Travel Associates only (excluding TA at Home and TA Members). If you're part of a different brand, choose the link associated with your brand for specific instructions: Flight Centre (Australia, Canada, South ...

• HELiO | Send to Trips for Independent Brands

  This process outlined below is for select Independent brands: Link Travel Group TA at Home and TA Members If you're part of a different brand, choose the link associated with your brand for specific instructions: Flight Centre UK and LDV HELiO | ...

• HELiO | Trips Modal

  This process outlined below is for Flight Centre UK and LDV brands. If you're part of a different brand, choose the link associated with your brand for specific instructions: Liberty Travel and Flight Centre Canada, Australia, South Africa, and New ...