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Help Center
FAQ
Get Started
Checklists
Setting up your account
Setting up your Trip Page
Video Tutorials
Trip Registration
Emails
Packages & Installments
Payments
Adding & Managing People
Starter Website
New Features
Old Releases
FAQ
Reporting
Data Security
Payments
YouLi Account
Emails
Managing People
Packages
YouLi Subscription Plans
Tasks
HOW-TO
Technology Partners
API
Reports
YouLi Plan Add-ons
Affiliates
Payments
Video Tutorials
Website Integration
Mobile App
Account Roles
Tasks
Packages
Highlights, Itinerary & Optional Add-ons
Invitation Groups
Coupons
Trip Page Menu
Integrating Cruise Deck Plans
Managing Trip Dashboard
Emails
Bookings
Managing People
Registration
PDF Confirmation
Documents
Billing
For Travelers
Uncategorized
Partners
YouLi User Roles
Upcoming Features
Incidents
FAQ
Frequently Asked Questions about best practices and concepts!
Square Payments
How Can I Fix The Spacing In Between Lines In The Rich Text Editor?
Features for Events - Categories, Meeting Blocks and searchable Profiles
Wordpress plugin for YouLi
Why Does a Traveler's Name Show on the Public Link?
Does YouLi Have a Task List That Our Team Can Use Internally For Items Our Staff Needs to Complete For The Trip?
YouLi Mobile App Support - Redirect
How Do I Remove The Date Bar From My Trip Page Highlights?
Why does my Trip Page look different on different screens?
Is the Notify Planner/Pay Now Button not appearing?
What is an Active Trip?
What Is a Collection of "Listed" Trips?
White Label Email Sending (WLES)
What's a Recent Payment?
FAQ: How do I reset my password
FAQ: How Can I Add Travelers Who are in the Same Group to Different Packages
FAQ: What Does Require Login Look Like for Your Travelers
FAQ: Understanding Skipped Installments
Reporting
Configured Trip Reports - Get the Trip CRM data you need, your way
Ecommerce tracking in Google Analytics 4 (GA4)
Source Tracking - Know where your leads come from
Data Security
Is Traveler Data in YouLi Secure?
Is YouLi SCA Compliant?
Privacy, Security & GDPR Compliance
How do I comply with GDPR data removal request?
Payments
Chip Away FAQ
Can I Apply a Payment to More Than One Invitation Group Members But Not All Group Members
How Can I Find Who Has Overdue Payments For a Specific Installment?
A Traveler Left Their Invitation Group - How Do I Reallocate Payments?
How Do I Allow One Person To Pay For The Whole Group?
How Do I Offer a Promotion or Special Price On My Trip?
How-to: Turn off Automated Reminders
FAQ: What is Merchant of Record? And why should I care?
Stripe Local Payment Methods - ACH, Direct Debit, Wallets, Buy Now, Pay Later, Apple Pay, Google Pay
When Will The Bookings I Receive In YouLi, Via Stripe, Show In My Bank Account?
Why Am I Seeing An "Incomplete" Transaction In Stripe? And how to delete an In Progress Stripe payment in YouLi
No-Fee Direct Payment Methods
Authorize.net: My traveler received a message that their credit card was declined but was charged anyway
How-to: Request That Your Travelers Pay Their Deposit Immediately
How-to: Change Installment Due Dates After Taking Payments
See more
YouLi Account
How-to: Update Your Billing Information
Why Can't I Change My Email Address in YouLi?
I cannot log into my account
Help! I've Forgotten My Password And Can't Get Into My YouLi Account
Cancel Wanderlust Entrepreneur Retreat Community Membership Plan
Troubleshooting: EDIT Traveler Error; Seeing Code or Email Changing
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Emails
Why Is My Trip Activity Feed Showing That My Traveler Sent Themself a Message?
FAQ: Which Confirmations Do I Have The Option of Emailing To My Travelers?
Why Did My Traveler Get An "Automatically Rejected" Email?
Email Templates - what can be configured and customized
Managing People
How Do I Remove Travelers Who Were Interested, But Decide Not To Go On My Trip?
What To Do If Your Invitee Is Still Showing As "Not Viewed"
How do I find a Traveler if I don't remember which Trip they are on?
How Do I Collect Interest On a Trip When I Don't Know Dates Yet?
Why Are My Travelers Receiving a "Trip Not Found" Error?
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Packages
What Will Happen If I Change The Price Of A Package After People Have Booked?
YouLi Subscription Plans
Demo Booked - What's Next?
Tasks
Why Do I Hit My Limit For Tasks When I Haven't Used Them All?