Fortunately, a Trip that has dates in the past will automatically move to the "Past" tab of your Trip Dashboard. But if you want to remove a Trip from your "Active" tab, it's easy to archive it in your Trip Dashboard!
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 save a copy, learn how to save a PDF of the itinerary.
This is important to avoid the risk that a Traveler's data is breached because their email becomes compromised.
How to archive a Trip
- From your TRIP DASHBOARD, view the TRIPS I'M PLANNING tab
- Click into your ACTIVE trips
-
Then click the cog (round icon) to expand the menu
- Choose ARCHIVE
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. 🎩🐇
Automatic Archive of Trips older than 1 year
- YouLi will regularly archive TRIPS with a TRIP END DATE older than one year.
- That means they will move from PAST 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 join the YouLi community of travel professionals with monthly LIVE webinars and Q&A sessions.