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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.