TRIPS Itinerary Automation: Travel Associates

TRIPS Itinerary Automation: Travel Associates

Notes
This article applies to:                                                        
  1. Select Travel Associates pilot locations
Info
With the launch of Trips Automation, HELiO will automatically push all fully paid or cancelled bookings and updates to Trips, ensuring that every customer has an up-to-date itinerary and access to their trip in the Travel Associates app at least 2 weeks before their scheduled departure.

What do I need to know?

Automation into Trips for Travel Associates New Zealand

Applicable pilot locations: Wright and Turner Travel Associates and Freeman & Turner Travel Associates
  1. Every FULLY PAID HELiO booking will be automatically pushed to Trips 14 days before departure.
  2. If full payment is made within 14 days of travel, it will automatically be pushed through to Trips once full payment is received.
  3. Once pushed to Trips, the itinerary will be available to the customer via the Travel Associates App and My Account.

Automation into Trips for Travel Associates Australia

Applicable pilot locations: Wolf and Turner Travel Associates and Travel Associates Belconnen
  1. Every FULLY PAID HELiO booking will be automatically pushed to TRIPS within an hour after the booking is complete.
  2. Once pushed to Trips, the itinerary will be available to the customer via the Travel Associates App and My Account.
Alert
Trips created via automation won't trigger a customer email notification. To provide your customer with an email and link to view their web itinerary, send an email via the Preview & Publish modal in HELiO, or by republishing the trip with notification in Trips.

Customer Access

  1. Customers can access their bookings online through the Travel Associates mobile app and My Account.

Important Notes

Alert
As HELiO is the source of truth, if you change a HELiO-created component in Trips, these changes will be overwritten with any sync. This includes manually pushing from HELiO to Trips and any automated syncs.

Components created in Trips will not be overwritten, and this includes:
  1. Cover Photos and other images
  2. The Hotel Content Note (with images & full description of the hotel)
  3. Segments that were added manually in Trip Publisher (e.g., personal recommendations)
  4. Documents uploaded via Trip Publisher
Warning
Booking segments in Trips created from HELiO should not be edited. Any edits made to a segment (excluding accommodation content notes) will be overwritten with the Trip Scheduler 72 and 24 hours before the departure.


An exception to this rule would be segment fields that are not present in HELiO, such as the pick-up/drop-off time for transportation, or start/end time for an activity. If these fields are manually updated in Trips, they will not be overwritten.
Notes
The automated update process will not affect any segments, including notes, in Trips that were added manually in Trip Publisher (e.g. not created from the HELiO integration).

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