HELiO | Send to Trips for Independent Brands

This process outlined below is for select Independent brands:

1. Link Travel Group
2. TA at Home and TA Members
   

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

1. Flight Centre UK and LDV
   
1. HELiO | Trips Modal
   
2. Flight Centre (Australia, Canada, South Africa, and New Zealand), Cruiseabout, Liberty Travel, and Flight Centre Independents AU
   
1. HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS
   
3. Travel Associates
   
1. HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS for Travel Associates
   
2. TA at Home and TA Members will use this Independent workflow (Send to Trips)
   
4. Enovyage AU, Envoyage NZ, Travel Managers, and World Travellers
   
1. HELiO Preview & Publish | Sending Quotes and Confirmed Bookings to TRIPS
5. Envoyage US
   
1. HELiO Preview & Publish | Envoyage US | Sending Confirmed Bookings to TRIPS
   

Digital quotes and itineraries are available at your customer’s fingertips for easy access during their travels. TRIPS creates uniform and professional documentation with a fully branded experience that distinguishes you from competitors. Additionally, Trips is fully integrated with HELiO, making it easy and fast for your quoted and booked items to be turned into digital documents.

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

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When you're ready to send your quote/itinerary to TRIPS, select Guest Documentation.

Click the Itinerary Document checkbox. If you would like to include a copy of the invoice or payment receipt as file attachments on this trip, click those check boxes or choose the Select All box, and then click Send To Trips.

If there are no updates to the Booking Invoice or no new Payment Receipt, click the Itinerary Document check box, then Send To Trips. This will avoid adding additional copies of the Invoice or Receipt if no changes are present.

If the HELiO booking is in the Quote stage, click Select All (or Customer Quotation), then click Send To Trips.

Once you click Send to Trips, the quote/itinerary will be created in TRIPS.

1. If your HELiO booking includes a Sabre PNR, TRIPS will automatically query Sabre and add any missing information from Sabre directly (i.e. e-ticket numbers, special requests).

After you send a quote/itinerary from HELiO to Trips, Trips will automatically retrieve missing flight information from Sabre.

1. When a quote/itinerary containing a Sabre PNR is sent from HELiO to Trips, Trips will automatically retrieve any missing flight information from Sabre that is not present in HELiO (e.g. e-ticket numbers, EMD information, etc.).
2. Please note that it may take several minutes for information from Sabre to be updated 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.
   

Once changes have been made to the HELiO booking, be sure to select Guest Documentation again and Send to Trips to ensure your TRIPS itinerary is up-to-date.

A confirmation message will appear noting that the HELiO booking has been sent to Trips.

When a HELiO booking is completed via ECA (deposit or full payment), the HELiO booking is automatically sent to Trips since this is now a confirmed booking.

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Log into TRIPS via Okta/Home and search for your HELiO booking by booking number. You can add any additional content notes, bookings, or photos to the itinerary.

HELiO bookings created by an Infinity Agent will be created under the system account within your TRIPS company.

To locate the booking, you will need to search the HELiO booking number under "Company Trips" and follow these instructions to transfer the trip to your account:

1. Transferring a Trip
   

Once you've enhanced your itinerary, you must:

1. Click on Re-Publish
   
2. Add a note to be included in the Trip email (optional)
   
3. Select Send Notification Email to Travellers
   
4. Click Re-Publish in the pop-out dialogue box
   

This will ensure your customer receives the Trip email with a link to their digital documentation.

Additional traveller emails can be added by selecting Travellers from the left side menu.

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 that 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 - this is to ensure your contact details are updated and reflected on customer documentation and that your account is correctly linked to HELiO.

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