Transferring Shops

Transferring Shops

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 linked correctly to HELiO in the right company.

1. Ensure your details have been updated in Core (the Active Directory) and reflect your new shop details.

2. Log into Trips for the first time in your new shop via Okta.

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