Get Started
START HERE for to follow our checklists with links to our videos + other helpful guides. Get your trips launched!
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
Setting up your account
- Get Started: Create a YouLi Account
- How-to: Add a User to an Account or an Individual 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
- Getting Help with YouLi Support
- How-to: Setup Stripe Payment Methods for Australia
Setting up your Trip Page
- 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
- Get Started: Choose a Trip Short Name
Video Tutorials
- Video Tutorials: YouLi YouTube Channel & Playlists
- YouLi Video Tutorial: How To Manage Your Payments From Travelers
- YouLi Video Tutorial: How To Decide Between Bookings Mode & Brochure Mode
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
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