How-to: Set Up Multiple Departures And Custom Quotes Using Tour Series

Running more than one departure date for the same Itinerary? Tour Series presents your multiple departures on one embedded card on your website.

AVAILABLE PLANS: Tour Series is a plan add-on for annual PRO plans.
Open a Support Ticket to enable. Tour Series is included for our Venture & Enterprise plans.

Why do I need to use Tour Series?

There are a couple of reasons. You'll want to assign your TRIPS, TEMPLATES, and TRIP BROCHURES to a "Tour Series" in order to:

  1. Embed into one card on your website (with drop-down selection)
  2. Search on your dashboard for related trips that share an itinerary (coming soon)

When TRIPS are assigned to the same TOUR SERIES and they are embedded on your website, instead of showing just ONE date, ALL available dates for a given Tour Series are shown in a dropdown.

These can be:

  • Multiple set group departure dates of TRIPS
    • You'll be able to easily move bookings between trips in the same Tour Series 
  • Sample ITINERARIES that prompt the customer to "Enquire for Custom Quote"
    • From those inquiries, you'll be able to make copies of those Itineraries and then customize them for the prospect, turning a quote into a booking when you change from BROCHURE MODE to BOOKINGS MODE.

CAUTION: Tour Series is not having multiple departure dates within a single Package.

The next TRIP in the series is the Trip used to show the image/name and other embed card metadata.



How-to: Optimize multiple departure registrations using Tour Series

  • In the webinar below, we present the use cases of the TOUR SERIES feature by two amazing operators running multi-departure treks in Africa - Adventure out Loud and Pristine Trails. 
  • Watch the replay to learn the specifics of setting up and managing the Trips in a Tour Series, and updating pricing for different group sizes, details, and Packages. 


How-to: Add a Trip to a Tour Series

  • Adding a Trip or Template to a Tour Series is as easy as selecting it from the dropdown when creating/updating a Trip. Tour Series names cannot be longer than 100 characters.
  • Once you set the Tour Series on a Trip/Template, it will be copied to any trips made from them, making it easy to create multiple departures from your master itinerary.
  • You'll need to request to add Tour Series via a Support Request ticket. Later updates will allow you to create your own Tour Series.



Multiple departures for the same Itinerary



How-to: Use Tour Series as folders (in your Trip Dashboard)

A Tour Series also acts like a folder. Once your trips are in a Tour Series, you can search by the name on your Dashboard to see ONLY the TRIP in that series.

TIP: You can even bookmark them since the query stays in the location, see example link to bookmark below. Just use your browser's bookmark feature.


Sample itineraries: "Enquire for Custom Quote"

  • You can also use Tour Series to set up a brochure that can be used to collect custom quote requests.
  • Simply create a TRIP from your itinerary template in BROCHURE MODE. Then add it to your Tour Series and make it "PUBLIC & LISTED."
  • Be sure to set your WHEN field on the TRIP OVERVIEW to "Enquire for Quote" or whatever your preferred call to action. It will then appear under all the set departure dates in the drop-down on your embedded TRIP CARDS on your website.
  • When the Traveler selects it, they will be directed to the BROCHURE MODE TRIP where they can submit their enquiry, you'll receive an email when they submit and you can process their request.
  • We recommend making a PRIVATE TRIP from your ITINERARY TEMPLATE and then creating a personalized version of the TRIP from there until you are ready to set the price and switch the Trip to BOOKINGS MODE to take payment.

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. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, and we will walk through Traveler flow options & best practices.