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Checklists
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YouLi Account
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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
Back to home
Help Center
Get Started
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
Community
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
Get Started
START HERE for Quickstart Checklists and links to our YouTube videos + other helpful HOW-TOs.
Explaining Your Dashboard
Retreat Onboarding - 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
See more
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
What is a Premium Trip?
How-to: Setup Stripe Payment Methods for Australia
See more
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
See more
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?
See more
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 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
See more
Starter Website
How-to: Create Your Starter Website
What is a Starter Travel Website?