Add a Co-planner when someone will be helping plan and manage your trip but are not a Team Member.
What is the difference between a Co-planner and a Team Member?
Co-Planners and Team Members have different levels of access to your trips. Some things a Team Member can do Co-Planner cannot. Team Members are members of your team, Someone whom you want to have access to all your trips.
NOTE: Having trouble adding a Co-planner? See this related article: How do I add a Co-Planner?
What can a Co-Planner do?
- Edit and add itinerary items and highlights
- Create and manage TASKS
- Send messages and invites to Travelers
- View Traveler payment information
- Be listed as a contact
What can't Co-Planners do?
- Edit the information on the cost of your trips. They cannot edit anything under the PRICING tab. This includes adding & editing packages.
- Push to Xero
Need more help?
Reach out to the YouLi Support Team via the chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.