Creating and Managing Templates
Converting a Trip into a Template
Trips can be converted into Templates to create similar future trips for your customers. Click on the Options icon of a Published Trip and select Create new Template. You can add that Trip to an existing Template by selecting Add to Existing ...
Converting a Template into a Trip
Templates can easily be converted into a Trip (itinerary) anytime. Click on the Options icon of a published Template and select Create Trip From Template. Choose a Trip Name and Start Date for the Trip you are creating from your Template. The ...
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 ...
Deleting Templates
Templates can be deleted at any time by the creator or company Administrator. Deleting templates will not alter or remove templates already added to trips. From Templates Dashboard Find the template to delete using the Search and Filter options. ...
Publishing Company Templates
If a Template is Pending in Group Templates, Company Administrators can publish a Template and make it available to other agents in Company Templates. Choose the Template you wish to Publish and make it available to your Company from Group Templates. ...
Template Access Settings: Group Templates
Group Templates allow Company Administrators and Group users to see and use other agent Templates. In Templates, select Group Templates. From Group Templates, Administrators can select Delete Template. All users can Create Trip From Template. Only ...
Template Access Settings: Company Templates
Company Administrators can toggle all Templates created in a company between two permission settings: Company (available to all advisors in a company) Private (visible only to the creator of the Template) A Company Administrator can toggle the ...
Publishing/Un-Publishing a Template
Once you are finished adding segments to your Template, you can Publish it to make it available to be added to or converted into a Trip later. Click the blue Publish button in the top right-hand corner. Your Template will now appear as Published in ...
Adding Content from the Library to a Template
Any content you have added to a Page in your Document Library can be added to your Templates. From within a Template, click Destination Content, then navigate to the Library tab. Search by keyword, click the Options icon next to any page content you ...
Adding WCities Destination Content to a Template
The WCities integration allows you to add their Destination Content to your Template. From within a Template, click Destination Content, then select WCities Guides. To search for a City Guide, select a city from the drop-down menu, or click Search By ...
Adding AFAR Destination Content to a Template
The AFAR integration allows you to add Destination Guides and Points of Interest to your Template. Destination Guides From within a Template, click Destination Content, then select AFAR - DESTINATION GUIDES. To search for a Destination Guide, check ...
Adding Transportation to a Template
Click the Add icon in the bottom-right corner of your screen and select Transportation. Select the Transportation Type or customize your transportation label. Under Name, type the name of the transportation vendor you'd like to display. You may also ...
Adding a Note to a Template
Add a Note to include any additional information for your customers. Click the Add icon in the bottom-right corner of your screen and select Note. Add a title and description. Add a date or link to a specific booking (both optional) to place the Note ...
Adding Insurance to a Template
You can manually add an Insurance segment to your Template at any time. Click the Add icon in the bottom-right corner of your screen and select Insurance. Enter your Provider, Policy number, and other details. If you prefer that the insurance info ...
Adding a Trip Summary to a Template
Add an overview of all your Template 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 Template segments and days will generate as a Note at the beginning of your ...
Adding a Flight to a Template
You can manually add a Flight to your Template at any time. Click the Add icon in the bottom-right corner of your screen and select Flight. Start by typing the airline code. If it's in the database, you can select it from the drop-down list; ...
Adding a Cruise from the Database
Select cruise itineraries are part of the database, which you can import into a Template. Click the Add icon in the bottom-right corner of your screen and select Cruise. Start typing the ship name or cruise line and select it from the drop-down menu. ...
Adding an Activity to a Template
You can manually add an Activity to your Template at any time. Click the Add icon in the bottom-right corner of your screen and select Activity. Select the Activity Type, if desired. Under Name, type the name of the activity. You may also choose to ...
Adding Accommodation to a Template
You can manually add an Accommodation to your Template at any time. Click the Add icon in the bottom-right corner of your screen and select Accommodation. Start typing the name of the accommodation you'd like to add. If it's in the database, you ...
Creating Templates
Creating Templates in the Trip Publisher has never been easier. Here's how to get started. Create Template Navigate to Templates and click the +New button in the top-right corner. Add details Give your Template a name and add the duration (these can ...
Navigating Templates
Templates are the main page for your Templates in Trip Publisher, and is where you can browse, filter, and search through your Published and Pending Templates. Templates Dashboard Select My Templates, Company Templates, or Group Templates. My ...
Overview of Templates
Templates in Trip Publisher allow you to create a model of a Trip that can be saved and reused for similar Trips; Templates have a wide range of functionality similar to building a Trip, but with the added improvement of being able to reuse a ...
Sharing a Template with Clients
You can easily share Templates with potential clients and travellers through a shareable Template link. Sharing Your Template Navigate to your Templates dashboard. Click into the Template. Ensure that the Template is Published. You won't be able to ...
Popular Articles
Flight Schedule Changes in HELiO - Updating in Trips
When a HELiO booking containing a Sabre PNR and is pushed from HELiO to Trips, Trips will automatically retrieve any missing flight information from Sabre/Amadeus (if available) that is not present in HELiO (e.g. e-ticket numbers, EMD information, ...
Known Issues
Listed below are the current known issues within TRIPS. Templates | Editing a Flight Segment Currently, flight segments in a template cannot be edited. When attempting to edit a flight segment in a template, you will receive a system error message ...
Queuing PNRs to Trips for GROUPS and CORPORATE Consultants
This article is applicable to Flight Centre Canada. As a temporary solution, the below can be actioned to allow Groups and Corporate consultants not currently using HELiO to queue PNRs to Trips. 1. The following special remark will need to be added ...
Transferring a Trip
Consultants can transfer the ownership of a Trip created in another user's account within the same Company to their account. This feature helps take ownership of a Trip from a Consultant no longer active within the company or a Trip created in the ...
How to create and manage Documents and Pages
In Trip Publisher, you can save collections of text and image content as Documents in your Library to use in your Trips or Templates. You can include an entire document or one or more pages in a trip to add important, interesting, or engaging ...