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Get Started

Get Started

START HERE for Quickstart Checklists and links to our YouTube videos + other helpful HOW-TOs.

Explaining Your Dashboard

Onboarding Made Easy for Wanderlust Entrepreneur Members

Checklists

Welcome Checklist: Start Your Video Tour of YouLi

Checklist: Account Set Up

Checklist: Creating A Trip

Checklist: Reviewing Your Trip

Checklist: Publishing Your Trip

Getting Started: Create a Trip Page in Brochure Mode

Getting Started: Create a Trip Page in Bookings Mode

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Setting up your account

Get Started: Create a YouLi Account

How-to: Add a Co-Planner or Team Member to a Trip

How-to: Add your Logo, Favicon, Colors, & Font

What Is a Trip Page Contact? How Do I Assign Them?

What Do I Need To Start Building My YouLi Account and First Trip Page?

Get Started: Setting Up Your Business Alias

How-to: Get Help From YouLi Support

How-to: Setup Stripe Payment Methods for Australia

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Setting up your Trip Page

Get Started: Choose a Trip Short Name

Get Started: Set Your Trip Privacy: Private, Public or Listed

Trip Page - Landing Page, Booking Page or Sales Pages for Your Customers

How-to: Add Highlights & Itinerary Items

Itinerary & Highlights | Optional Items & Add-ons to the Invoice

How-to: Manage Tasks & Custom Forms + Resources & Uploads

Getting Paid | How YouLi Makes Getting Bookings Easy

Resources & Uploads: Share Documents With Your Suppliers

How-to: Create a Trip Template & Use It To Make a New Trip

Can I migrate data to YouLi?

How-to: Configure Trip Page Display Settings

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Video Tutorials

YouLi Video Tutorial: How To Decide Between Bookings Mode & Brochure Mode

YouLi Video Tutorial: How To Manage Your Payments From Travelers

Video Tutorials: YouLi YouTube Channel & Playlists

Trip Registration

Traveler Registration Confirmation Email

Reference Codes - Easily Find and Access your Travelers

Choosing a Call To Action [CTA] For The "Registered" Button In The Footer, To Drive Conversions

How-to: Require "Consent to Privacy and Terms" in YouLi When Your Travelers Register

Registration Status | Understanding "Registered" Vs. "Booked"

Trip Pricing Mode: Brochure vs. Bookings

Booking Date VS Registration Date: What's the Difference?

Auto-Generated Invoice

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Emails

Which Default Email Messages Are Sent To People From YouLi?

Understand Emails Sent From YouLi & Send An Invite Or Message

Automatic Email Reminders & Confirmations

Packages & Installments

How-to: Provide a Payment Plan Using Installments With Automated Reminders

How Installments Appear To Travelers On Their Trip Page Invoice

Payments

Get Started | Manage Payments

How-to: Accept Direct Payments | Bank Transfer

Protect Your Customers: DO NOT Store Credit Card Data

Adding & Managing People

What is a Magic Link?

What is an Invitation Group?

Get Started: Add a Person/Trip Coordinator To a Public, Private or Authenticated Trip

How-to: Test Out Your Traveler's Experience Before Launching Your Trip

How-to: Understand Your Traveler's TripBoard

Understanding Trip Notes & Trip Activity Feed

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Starter Website

How-to: Create Your Starter Website

What is a Starter Travel Website?