Highlights, Itinerary & Optional Add-ons
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      How-to: Set Personalized Pricing Per Traveler in a Group Trip

      There are always exceptions on a group trip. YouLi makes it possible to manage those pricing exceptions easily per person.

      Two Ways to Personalize

      1. Tailored Pricing - because they need a hidden discount or purchased hidden extra
        1. Specifically edit a person and set a "PERSONALIZED PRICE"
        2. Be sure to amend the pricing explanation to explain why the price is not the same as the rest of the group
        3. See below for details
      2. Revenue Management - increase or decrease the price of remaining spots in your inventory to ensure you get the most revenue possible on your trip - without disrupting early customers
        1. Edit the price of a package that already has bookings
        2. When prompted: choose to "PERSONALIZE" the people who are already booked
        3. See below for details and a video

      Why use personalized pricing?

      • Personalized Pricing allows you to give travelers a price that is only available or relevant to them.
      • You may have a traveler who is getting a special deal or cost for several reasons; by giving them a personalized price, you do not have to create a new package just for them that them.
        • You can also offer coupons or add-ons that adjust their price without manual adjustment
      • Not only can you adjust the price, but you can also set personalized invoice terms that only the one traveler can view.

      Personalized Pricing may not be something you use often, but it can be extremely convenient when you do. Keeping your payments organized is an essential part of launching a successful trip!

      How-to enable personalized pricing for a traveler

      Prefer to watch it in a video? Click here for a visual walkthrough!

      • From your Dashboard, click on the Trip
      • Click MANAGE PEOPLE & REPORTS on the navigation
      • Hover over the traveler's name that you want to personalize
      • Click EDIT

      Screen_Shot_2022-01-05_at_3.38.00_PM.png

      • Scroll down and check box next to ENABLE PERSONALIZED PRICE 

      personal_price_.gif

      • Add the price and adjust the pricing explanation that will show on the Invoice

      TIP: The default in this Personalized Pricing Explanation will be whatever you have set as the Pricing Explanation for the whole group. So be sure to have that done before personalizing so you don't have to re-enter the common terms.

      When you save your changes, that will be shown to this Traveler instead of the Trip Pricing Explanation

      Screen_Shot_2022-01-05_at_3.50.00_PM.png

      WARNING: If you update your Pricing Explanation for the group, those changes will NOT be reflected in the Personalized Pricing Explanation automatically. 

      Be sure to finalize all your terms before setting personalized prices OR remember to update your Personalized Pricing Explanations when you change the Trip Pricing Explanation

      🔒Change Package Price with Option to Lock in Existing Prices

      Do you need to edit package prices without impacting people already booked onto the package? Now you’ll have the option to “PERSONALIZE PRICE” to lock in the booked price when you are changing the package price. 

      If you see this tooltip, then you'll know the option will appear in the next step:

      price-package-change-bookings

      On the next step you'll be prompted to make your decision:

      price-package-change-popop

      Don't worry: you don't have to use this feature, simply click "DO NOT PERSONALIZE" to keep doing what you've always done.

      😎 Watch the video below to see more...

      Introduced in Release 2.183

      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.