What does it mean to be a Trip Main Contact, how it's shown to Travelers, and how to set it up
Setting a User as the Main Contact for Trips they Create
As the Team Owner or Team Admin, you'll be able to set this when creating a new Team Member (ie. internal role), by going to:
- ACCOUNT > TEAM MEMBERS
- ADD USER or ADD TEAM MEMBER or EDIT USER
- In the popup window, scroll down to Main Contact
If you choose 'Yes - For NEW trips they create' then
1. Travelers will see this User listed as contact on Trip Page
2. Travelers will receive AUTOMATED EMAILS from this User's email address
Here is an example of an AUTOMATED PAYMENT REMINDER, where Ben Southall is the Main Contact:
If you don't want either of this, then choose No.
Note:
- Trips have a single main contact, which must be one of the internal users on the Team.
- The Trip Owner is automatically designated as the Main Contact for a Trip, however, the main contact can be changed to another member of the Team.
- You can change who is listed as the Contact on a Trip Page, but we do not recommend removing the Main Contact as that is who emails will be sent from.
Related Articles
How-to: Change Main Contact on a Trip
What Is a Trip Page Contact? How Do I Assign Them?
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.