Duplicating a Trip

Duplicating a Trip

Save time by duplicating an existing Trip.
This action should only be done with Trips not containing a HELiO booking. Copying a HELiO booking will result in the lead traveller being added to all copies of a trip as a traveller when re-sent from HELiO.

From within a trip, select Settings from the left navigation menu.



Click the Options icon (three vertical dots) on the right side of the Trip banner and select Duplicate Trip.



Give the new Trip a unique name and click Duplicate.



Your new Trip will have all the same segments, documents, photos, and dates as your original Trip; you can then retain or revise as many details as you choose.
Travellers from the original trip will not be duplicated into the new Trip. Collaborators must be removed to copy a Trip.

    • Related Articles

    • Copying a Segment

      If you want to create two or more similar segments, you can copy/duplicate the segment. Click View Details in the bottom-right corner of a segment card to expand, then click the Copy icon. You have the option to update a few key details before ...

    • Adding a Trip Summary

      Add an overview of all your trip segments by using the Summary feature. Click the Add icon in the bottom-right corner of your screen and select Summary. A list of all Trip segments and dates will generate as a Note at the beginning of your trip. To ...

    • Editing Trip Details

      The basic details of your Trip (trip name, travel dates, cover photo) can be updated at any time. If your Trip contains a HELiO booking, update the Trip name in HELiO and send it to TRIPS again. The Trip name will be overwritten with the HELiO Trip ...

    • Template Settings (Duplicate/Delete)

      The Template Settings allow you to access a variety of different functions. Click on Settings from the navigation menu. Click the Options icon to view the options available. Select Duplicate Template to make a copy of the Template. Give the new ...

    • Adding Notes (from a Trip) to a Document

      After creating a Note within a Trip, you can copy that Note as a Page into an existing Document to save for future Trips. 1. Select View Details on the Note segment to open up the Note. 2. Select the Copy Note icon from the top left of the segment ...