--- title: "How-to: Instruct Your Travelers to Pay Their Deposit After a Trip Planner Has Approved Their Application" description: Read on, if you would like to require that your (potential) Travelers express interest in a trip, followed by completing a task to apply, and finally asking them to pay their deposit (after their application is reviewed & approved). --- [Skip to content](https://support.youli.io/360004707136-instruct-your-travelers-to-pay-their-deposit-after-a-trip-planner-has-approved-their-application#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. [How-To](https://support.youli.io/how-to?hsLang=en) 3. [Payments](https://support.youli.io/how-to?hsLang=en#payments) # How-to: Instruct Your Travelers to Pay Their Deposit After a Trip Planner Has Approved Their Application ## Read on, if you would like to require that your (potential) Travelers express interest in a trip, followed by completing a task to apply, and finally asking them to pay their deposit (after their application is reviewed & approved). **NOTE:** Before we start, if you need help creating an application, check out our [how-to article on creating Custom Forms.](https://support.youli.io/360001209415-tasks-custom-forms?hsLang=en) If you have an external application process and want to ensure ONLY your pre-approved travelers can book, you need [Pre-Approved Bookings](https://support.youli.io/pre-approved-bookings-using-authenticated-checkout?hsLang=en). ### Once you've created your application, you have 2 options for sharing it with your potential Traveler #### Option No. 1 - Keep the trip in Bookings Mode and expain to your (soon-to-be) Travelers that they need to apply first View this 13-min video tutorial on how to set this up #### Option No. 2 - Create 2 Trips: One in Brochure Mode, the other in Bookings Mode - For this option, one TRIP will be in BROCHURE MODE (and it will be PUBLIC & LISTED), where you can take expressions of interest (and qualify applicants) - You will then also have a second TRIP, a PRIVATE copy of the same TRIP and set it to Bookings Mode (so that once your **Traveler** is qualified, they are able to pay).   **How to set this up** 1. Have your application set up under AUTOMATED TASKS, ready to be filled out by your potential **Travelers** 2. In your TRIP PAGE (which is set to [BROCHURE MODE](https://support.youli.io/360001930395-trip-pricing-mode-brochure-vs-bookings-?hsLang=en)), change your call-to-action (AKA your REGISTRATION BUTTON) to say "APPLY NOW."  - From your TRIP PAGE MENU, click on UPDATE TRIP > SETTINGS - Find the REGISTER BUTTON LABEL and add something like "APPLY" or "APPLY NOW" - This will prompt anyone who views your TRIP to click the "APPLY" button and fill out your application ### How will this work for my applicants? - Once the applicant fills out your application, you will see that the TASK is PENDING REVIEW - Review their application and choose to invite them to the TRIP or deny them - If you accept them: Add them to the other TRIP (which you've copied & made PRIVATE) and send them a message to pay their deposit on the PRIVATE TRIP. Delete the **Traveler** from the PUBLIC TRIP that they initially expressed interest in (under MANAGE PEOPLE & REPORTS, so that they do not receive any further emails). - If you deny them: Mark their STATUS as "declined" and leave yourself and/or the **Trip Planner** a note, as to why they were denied. --- ### 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](https://support.youli.io/kb-tickets/new?hsLang=en). If you need more advanced support, schedule a [1:1 Consulting session](https://buy.stripe.com/14kbLk6bBb6kdTW14b) with one of our experts, and we will walk through Traveler flow options & best practices.  - [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?  Reach out to the YouLi Support team via the **Chat** icon at the bottom-right corner of your screen: ![Screenshot 2026-07-22 at 12.27.38 PM](https://support.youli.io/hs-fs/hubfs/Screenshot%202026-07-22%20at%2012.27.38%20PM.png?width=268&height=111&name=Screenshot%202026-07-22%20at%2012.27.38%20PM.png) or [submit a Support Ticket.](https://support.youli.io/kb-tickets/new?hsLang=en) Copyright © 2025, YouLi Travel Pty. Ltd