How-to: Request That Your Travelers Pay Their Deposit Immediately

YouLi prompts your travelers to register first, so that you can capture their information even if they get distracted while checking out. But if you want them to be prompted to pay their deposit immediately after registering, read on!

NOTE: The instructions below are for our "Register to Pay" Booking Style. If you're interested in our "Checkout Flow," which actually allows Travelers to register and pay all at once, read on for details on what that looks like & how to get it!

 

What?

You can set your CALL TO ACTION [CTA] to be "BOOK NOW" and you can set up your deposit to be due "X days from registration," which means it will prompt your Travelers to pay as soon as they register. 

How?

  • From your TRIP MENU, under UPDATE TRIP > SETTINGS, you can change the label for the "VIEW PAYMENT OPTIONS BUTTON" to anything you prefer.

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  • OPTIONAL: You can also set the text to show in a popup explaining that they need to pay their deposit to reserve their spot, if you ​feel the default flow is not clear enough
  • Don't worry, if they don't immediately pay their deposit they will be sent 3 reminders to come back and do so if you have automated reminders turned on.

TIP: If you set the Due Date on the Installment to 0 days, your Travelers will be sent reminders right away!

 

We strongly recommend going through the checkout process as a traveler to see how it works and adjust what you need. Use the "Bank Transfer" payment method to go through the full flow including booking without having to use a credit card.

Need more help?

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