Managing Trip Dashboard
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      How-to: Archive and Restore a Trip (Manual and Automatic)

      Trips that have past will be automatically filtered out of your view on your Trip Dashboard. But if you want to secure your data, it's easy and recommended to archive from the Trip Dashboard

      Trip Dashboard

      Not sure how to find the Archive/Restore options mentioned here?
      Learn more about Trip Dashboard

      Auto-Archive Old Trips

      Don't panic! Trips that take years to plan, but are in the future, will NOT be archived.

      As part of our ongoing efforts to keep your data safe, YouLi automatically archives old trips for you on a regular basis.

      • Only trips with an end date older than 1 year will be archived.
      • Don't worry, these trips are being archived, NOT deleted, so you can restore them at any time (see below on how to restore)
        • Note: If you do restore old trips because you need someone to be able to access the Itinerary, be sure to put Tasks with sensitive data (like passport details) into the Trash.
      • Traveler Magic Links will no longer work from browsers or the mobile app (which is the whole point!) to help secure your data from a potential data breach.

      Why Archive?

      Archived TRIPS are more secure because no one outside the Planners with permission to view the Trip will be able to access the Trip. 

      • PUBLIC LINK will not load
      • MAGIC LINKS will not load

      This means that Travelers who have gone on a TRIP will no longer be able to view their ITINERARY.

      They can always keep a copy:

      This is important to avoid the risk that a Traveler's data is breached in case their email becomes compromised (where their magic links are sent). 

      How to manually archive a Trip

      1. From your TRIP DASHBOARD, view the I'M PLANNING tab
      2. Click into your ACTIVE trips

      3. Then click the cog (round icon) to expand the menu

      4. Choose ARCHIVE

      archive-trips-action-card-png

       

      How to restore an active Trip

      1. Click into your ARCHIVED trips, from the TRIPS I'M PLANNING tab (again, within your TRIP DASHBOARD)

      2. Then find the TRIP you want to restore and click the cog icon

      3. Select RESTORE -- ta-da! Your newly restored trip will now live under the ACTIVE tab. 🎩🐇

      archived-restore-menu-cog

       

      Automatic Archive of Trips older than 1 year

      • YouLi regularly archives TRIPS with a TRIP END DATE older than one year.
      • That means they will move from ACTIVE to ARCHIVED. 
      • Don't worry! You can restore them as noted above at any time.

      TIP: This does not impact Trips with estimated dates, so if you need a sample Itinerary that is always visible, set it to Brochure Mode and be sure to switch to Estimated Dates to avoid the auto-archive.

       

      Need more help?

      For more tips on pre-trip customer support open a ticket or join the YouLi community of travel professionals with regular LIVE webinars and Q&A sessions.