--- title: "Get Started: Add a Person/Trip Coordinator To a Public, Private or Authenticated Trip" description: "YouLi Trip Pages can present different versions of the same Itinerary. You can use YouLi for static Itineraries, but it can do far more once you take advantage of things like: Optional Items, Personalized Price, Invitation Groups, and Tasks." --- [Skip to content](https://support.youli.io/360000952895-get-started-add-a-person-to-a-public-or-private-trip#main-content) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) [Customer portal](https://support.youli.io/feature-request-tickets-view?hsLang=en) [![YouLi Support](https://support.youli.io/hs-fs/hubfs/Logo%20White.png?width=100&height=75&name=Logo%20White.png)](https://support.youli.io/?hsLang=en) - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) Open main navigation Close main navigation - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) - [Open Ticket](https://support.youli.io/kb-tickets/new) - [Customer portal](https://support.youli.io/feature-request-tickets-view) - [Open Ticket](https://support.youli.io/kb-tickets/new) [Open Ticket](https://support.youli.io/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.youli.io/?hsLang=en) 2. [Get Started](https://support.youli.io/get-started?hsLang=en) 3. [Adding & Managing People](https://support.youli.io/get-started?hsLang=en#adding-managing-people) # Get Started: Add a Person/Trip Coordinator To a Public, Private or Authenticated Trip ## YouLi Trip Pages can present different versions of the same Itinerary. You can use YouLi for static Itineraries, but it can do far more once you take advantage of things like: Optional Items, Personalized Price, Invitation Groups, and Tasks. **TIP:** We recommend you start out by learning more about the various [Registration Status options in YouLi](https://support.youli.io/360001374155-traveler-status-understanding-registered-vs-booked-?hsLang=en) before beginning to add and invite people. When you add people, they are added with a Registration Status, so it's good to be familiar with them. ### There are three ways to add people 1. A **Planner** can add people individually - a great option if you have a PRIVATE or PUBLIC TRIP  1. From the TRIP MENU, click TRIP CRM & REPORTS \> ADD PERSON 2. Fill out the FIRST NAME and EMAIL at minimum (so that you can send the invite) 1. Email is technically optional, but highly recommended so they get the reminders. But if you don't know it, you can add their name and then come back to add their email later, or have them complete it when they register from the Magic Link. If you choose this option, you'll need to use an alternative channel to [send them their Magic Link](https://support.youli.io/360000531095-magic-link?hsLang=en) (like SMS or WhatsApp). 3. Select the traveler and click the SEND INVITE button. 2. A **Planner** can [bulk upload people](https://support.youli.io/360000930135-how-do-i-bulk-upload-people-and-email-addresses-?hsLang=en) - helpful if you have a list of people you know you want to invite! 1. When the trip is AUTHENTICATED, they are added as 'Approved' 1. They will be forced to login once you sent them their invitations 2. ***This feature is currently in LIMITED RELEASE, contact Sales or your account manager to enquire.*** 2. Otherwise they are added as 'Invited' 1. They will be prompted to accept or decline the trip invitation 2. OR: you can change them to 'Registered' from the TripCRM 3. The **Traveler** registers themselves directly on [a PUBLIC TRIP](https://support.youli.io/how-to-set-your-trip-privacy?hsLang=en) 1. When this happens, that person will show up in your TRIP CRM under TRIP CRM & REPORTS 2. There are [three registration modes - learn more about these options](https://support.youli.io/how-to-set-up-the-checkout-flow-booking-style?hsLang=en) 1. Brochure Mode (just the registration form, no payment) 2. Register to Pay (registration + option to pay) 3. Checkout Flow (registration + payment required) **CAUTION:** If you leave them in the 'Invited' state, then you'll need to explicitly [invite people](https://support.youli.io/360000695216-group-trip-send-invitation-send-message-email-templates?hsLang=en) once you've added them, so they get their Magic Link. If you change them to **'Registered' then they qualify for payment and task reminders**. So they will get those automatically, however we do recommend sending a friendly invitation email - not just relying on automated reminders. ### How to add a "Group Leader" as a Trip Coordinator When organizing group trips, there is often a "Group Leader" who is also going on the trip.  You will need to add them under the Trip CRM (or have them register as described above) if they are attending.  If you also need this person  to access trip information but not edit or make changes, add them as [Trip Coordinators](https://support.youli.io/360000973735-trip-coordinator-user-role?hsLang=en) - this is a free view-only role.  **TIP**: Often, a **Trip Coordinator** is also attending a Trip. So you might also want to add them to the trip as a **Traveler** using the instructions above. - Under MANAGE TRIP PLANNERS, click ADD USER ![](https://support.youli.io/hs-fs/hubfs/Manage%20Trip%20Planners.png?width=600&height=287&name=Manage%20Trip%20Planners.png) - Enter their email ![](https://support.youli.io/hs-fs/hubfs/image-png-Nov-25-2022-09-57-46-9649-PM.png?width=600&height=404&name=image-png-Nov-25-2022-09-57-46-9649-PM.png) - Fill out the information and select ADD - Choose to make them "Listed as Contact" if you want them to receive trip notifications and have their information appear to other travelers so they can be contacted about the trip. ![](https://support.youli.io/hs-fs/hubfs/image-png-Nov-25-2022-10-02-26-6238-PM.png?width=600&height=671&name=image-png-Nov-25-2022-10-02-26-6238-PM.png) Need **more control** over what the Group Leader can see or edit? You should [consider a Custom Role.](https://support.youli.io/creating-a-limited-analyst-user-with-youli-role-based-access-control-rbac?hsLang=en) - [Get Started](https://support.youli.io/get-started?hsLang=en#main-content) - [Checklists](https://support.youli.io/get-started?hsLang=en#checklists) - [Setting up your account](https://support.youli.io/get-started?hsLang=en#setting-up-your-account) - [Setting up your Trip Page](https://support.youli.io/get-started?hsLang=en#setting-up-your-trip-page) - [Video Tutorials](https://support.youli.io/get-started?hsLang=en#video-tutorials) - [Trip Registration](https://support.youli.io/get-started?hsLang=en#trip-registration) - [Emails](https://support.youli.io/get-started?hsLang=en#emails) - [Packages & Installments](https://support.youli.io/get-started?hsLang=en#packages-installments) - [Payments](https://support.youli.io/get-started?hsLang=en#payments) - [Adding & Managing People](https://support.youli.io/get-started?hsLang=en#adding-managing-people) - [Starter Website](https://support.youli.io/get-started?hsLang=en#starter-website) - [How-To](https://support.youli.io/how-to?hsLang=en#main-content) - [Technology Partners](https://support.youli.io/how-to?hsLang=en#technology-partners) - [API](https://support.youli.io/how-to?hsLang=en#api) - [Reports](https://support.youli.io/how-to?hsLang=en#reports) - [YouLi Plan Add-ons](https://support.youli.io/how-to?hsLang=en#youli-plan-add-ons) - [Affiliates](https://support.youli.io/how-to?hsLang=en#affiliates) - [Payments](https://support.youli.io/how-to?hsLang=en#payments) - [Video Tutorials](https://support.youli.io/how-to?hsLang=en#video-tutorials) - [Website Integration](https://support.youli.io/how-to?hsLang=en#website-integration) - [Mobile App](https://support.youli.io/how-to?hsLang=en#mobile-app) - [White Label App](https://support.youli.io/how-to?hsLang=en#white-label-app) - [Account Roles](https://support.youli.io/how-to?hsLang=en#account-roles) - [Tasks](https://support.youli.io/how-to?hsLang=en#tasks) - [Packages](https://support.youli.io/how-to?hsLang=en#packages) - [Highlights, Itinerary & Optional Add-ons](https://support.youli.io/how-to?hsLang=en#highlights-itinerary-optional-add-ons) - [Invitation Groups](https://support.youli.io/how-to?hsLang=en#invitation-groups) - [Coupons](https://support.youli.io/how-to?hsLang=en#coupons) - [Trip Page Menu](https://support.youli.io/how-to?hsLang=en#trip-page-menu) - [Integrating Cruise Deck Plans](https://support.youli.io/how-to?hsLang=en#integrating-cruise-deck-plans) - [Managing Trip Dashboard](https://support.youli.io/how-to?hsLang=en#managing-trip-dashboard) - [Emails](https://support.youli.io/how-to?hsLang=en#emails) - [Bookings](https://support.youli.io/how-to?hsLang=en#bookings) - [Managing People](https://support.youli.io/how-to?hsLang=en#managing-people) - [Registration](https://support.youli.io/how-to?hsLang=en#registration) - [PDF Confirmation](https://support.youli.io/how-to?hsLang=en#pdf-confirmation) - [Documents](https://support.youli.io/how-to?hsLang=en#documents) - [Billing](https://support.youli.io/how-to?hsLang=en#billing) - [New Features](https://support.youli.io/new-features?hsLang=en#main-content) - [Recent Releases](https://support.youli.io/new-features?hsLang=en#recent-releases) - [Past Releases](https://support.youli.io/new-features?hsLang=en#past-releases) - [Enterprise Clients](https://support.youli.io/enterprise-clients?hsLang=en#main-content) - [Enterprise Onboarding](https://support.youli.io/enterprise-clients?hsLang=en#enterprise-onboarding) - [Enterprise-only Features](https://support.youli.io/enterprise-clients?hsLang=en#enterprise-only-features) - [FAQ](https://support.youli.io/faq?hsLang=en#main-content) - [Data Security](https://support.youli.io/faq?hsLang=en#data-security) - [Payments](https://support.youli.io/faq?hsLang=en#payments) - [YouLi Account](https://support.youli.io/faq?hsLang=en#youli-account) - [Emails](https://support.youli.io/faq?hsLang=en#emails) - [Managing People](https://support.youli.io/faq?hsLang=en#managing-people) - [Packages](https://support.youli.io/faq?hsLang=en#packages) - [YouLi Subscription Plans](https://support.youli.io/faq?hsLang=en#youli-subscription-plans) - [Tasks](https://support.youli.io/faq?hsLang=en#tasks) - [Reporting](https://support.youli.io/reporting?hsLang=en) - [YouLi User Roles](https://support.youli.io/youli-user-roles?hsLang=en) - [For Travelers](https://support.youli.io/for-travelers?hsLang=en) - [Partners](https://support.youli.io/partners?hsLang=en) - [Upcoming Features](https://support.youli.io/upcoming-features?hsLang=en) - [Incidents](https://support.youli.io/incidents?hsLang=en) - [Contact Us](https://support.youli.io/contact-us?hsLang=en) [![YouLi Marketing Site](https://support.youli.io/hs-fs/hubfs/Logo%20Default.png?width=55&height=24&name=Logo%20Default.png "YouLi Marketing Site")](https://go.youli.io) ### Need more help? 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