HELiO | Trips Modal

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:
  1. Liberty Travel and Flight Centre Canada, Australia, South Africa, and New Zealand | HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS
  2. Travel Associates Australia | HELiO Preview & Publish | Sending Confirmed Bookings to TRIPS for Travel Associates
  3. Independents (Flight Centre Independent, Travel Managers, Travel Partners, etc.) |  HELiO | Send to Trips for Independent Brands
  4. Envoyage US | 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.

The Trips Modal within HELiO extends Trips functionality directly within HELiO, allowing consultants to preview the digital quote and itinerary, see who is receiving an email, and add a customer email note.
HELiO branding will vary depending on your brand. Flight Centre branding is used for illustrative purposes in this article.

Trips Modal - How it Works

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

If this is the first time the confirmed HELiO booking is being sent to Trips, click the Select All checkbox and then click Continue.
If there are no updates to the Booking Invoice or no new Payment Receipt, click the Itinerary Document check box, then Continue. 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 Continue.

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.
The Trips Modal will now display.
  1. Click Preview Web Itinerary to view the web itinerary that your customers will access through the link in their Trip Email.
  2. The Documentation section will show you what documents from HELiO (if applicable) will be attached to your Trips quote/itinerary.
  3. The Guests section will show you which customer on the booking will be added as a Traveller to your Trips quote/itinerary and will receive a digital quote/itinerary email with a link to view their Trip web itinerary. (This will be the Lead Passenger in your HELiO booking).
  4. The Add A Message section allows you to include an optional personalized message that will appear in the Trip email sent to the guests listed in the Guests section.
  5. Send To Guest will send the Trips quote/itinerary email to the Guests listed.

    Cancel will exit the Trips Modal, allowing you to make any updates/changes. NO email will be sent to your customer.
Once changes have been made to the HELiO booking, be sure to select Guest Documentation again and Send to Guest to ensure your customer receives their Trip email and their up-to-date quote/itinerary.
Once Send to Guest has been selected, you'll receive confirmation that the Trips quote/itinerary was successfully sent to your customer(s).

The first time that Continue under Guest Documentation is selected, a Trips quote/itinerary is automatically created from your HELiO booking. Once all information is confirmed in the Trips Modal, Send to Guest must be clicked to provide your customer with their Digital Trips 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 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 properly linked to HELiO.

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