Searching and Filtering Trips

Searching and Filtering Trips

Using the Dashboard, you can easily search through or filter your Trips.
Search by booking number (HELiO, Tramada), Trip Name, or customer email address.

To see your recently viewed Trips, click the Recent icon (1); otherwise, click the Filter icon (2) to the right of the search bar.



Select which types of Trips you want to search through:
  1. My Current Trips are Trips you've created (in progress and future tips are displayed by default).
  2. Trips Shared with Me are trips you've been added as a Collaborator on.
  3. Company Trips (if applicable) are trips visible to you within your store.
  4. Other Company Trips are trips within another store within your brand.
  5. My Past Trips are all of your past-dated trips.
    6. Other Company Trips are only available for Flight Centre and Liberty Travel.
Use the search bar to search by keyword
  1. Trip Name
  2. Booking Number (HELiO, Tramada, ClientBase)
  3. Customer Email
  4. Trip Tag
  5. TRIPS username
Use the Date option to filter through Past and Active Trips.
  1. Active Trips include all In-Progress and Future Trips and are selected by default.
  2. In-Progress Trips are Trips your clients are currently on.
  3. Future Trips have future travel dates.
  4. Past Trips are completed and are now past-dated.
Use the Trip Status option to filter by Status.
  1. Published Trips have been shared with Travellers, while Pending Trips have not.
Use the Date Created option to filter when the Trip was created.



Your Active Trips will be the first thing you see on login, but your past Trips are always available to refer to or duplicate under My Past Trips.

Searching Other Company Trips

To search for a trip within another company (Flight Centre and Liberty Travel only), click on the Other Company Trips tab.
  1. Begin typing the name of the other store in the Company Name field and select it from the drop-down list.
  2. Enter a keyword from the trip name in the Keyword field (e.g. HELiO booking number).
  3. Click Search.


From the search results, click the Options icon beside the trip you wish to access and select View Trip.


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