How-to: Understand Your Traveler's TripBoard

YouLi is truly your one-stop shop when it comes to managing your Travelers. Via the TripBoard, YouLi empowers you to be able to see all of your Traveler's information in one place & export it when you need to.

From the Traveler's TripBoard you can

  • Send the Traveler their invoice/receipt
  • Send a Traveler a manual message (email)
  • Edit the Traveler's profile
  • View a TRIP PAGE as the Traveler 
  • View a summary of their OPTIONAL ITEMS/ADD-ONS
  • View a summary of their TASK RESPONSES

How to access your Traveler's TripBoard

It's just one easy step!

Under MANAGE PEOPLE & REPORTS, click the clipboard icon that says VIEW TRAVELER TRIPBOARD 


Learn more by watching our help video that does a deep dive into how helpful the Traveler TripBoard is for Planners!

Need more help? 

Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.