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Emails
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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
HOW-TO
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
HOW-TO
Curious about what a YouLi term means? It's easy to become "YouLiterate" with these articles.
How-to: Change "Credit Card" prompt on Trip Page Invoice
Account | Site Settings
How-to: Per Trip Payment Gateway
How-to: Optimize Your Trip Page SEO - Trip Name, Share Summary, Keywords, Domains
How-to: Set up Multiple Brand Options on Your Account
How-to: Manage Roommates using Advanced Invitation Groups
How-to: Set Task Due Dates
How-to: Record a Partial Refund
How-to: Apple Pay - via Stripe
How-to: Transfer a traveler to another trip
How-to: Change Affiliate Source
How-to: Default country code for phone number
How-to: Enable Save Card and other payment methods (Stripe Only)
How-to: Add Fees and Taxes to a Package
How-to: Add Travel Insurance Options Required at Booking (Checkout Flow only)
How to: Set Up Automated Early Bird Pricing
How-to: Setup and use Dynamic Installments
How to: Return a Payment Allocation
How-to: Add a Waitlist Package
How-to: Find a Traveler When You Do Not Remember Which Trip They are Attending
How-to: Assign Your Traveler to a Category
How to: Change Trip Dates and Make Itinerary and Due Dates Match
How-to: Update Your Full Name
How-to: Automatically add BCC for all sent emails
How-to: Lock Add-ons after checkout
Technology Partners
How-to: Increase Facebook/Instagram (Meta) Ad ROI with post-booking redirect to track conversion rates
OLD How-to: See Refund Protect Refundable Bookings in your Dashboard
How-to: Push payments to Xero for easier online accounting
How-to: Implement QuickBooks Automation Using Zapier (or Xero or any Accounting Platform)
How-to: Set Up Facebook (FB) Pixel With YouLi Trip Pages for Page View tracking
Account | Branding | Google Analytics Tracking ID
How-to: Link Your Google Analytics Account To Your YouLi Account
How-to: Set Up Google Analytics 4 (GA4)
Zapier + YouLi Integration | Connect Your Platforms With YouLi And Vice Versa
How-to: Zapier | Creating Your Account + Making Your First Zap
OLD FAQ: Refund Protect - Refundable Bookings that don't cost the organizer
See more
API
How-to: Use The Create Trip API To Automate Integration With Your CRM
Using YouLi For Group Quotes: Number of Travelers in a Package
YouLi API Documentation
How-to: Pre-Fill Information In Custom Forms Via The API Field Name
Webhooks: Integrating with events generated by YouLi - Payments and Tasks
How-to: Use API to prefill form on Checkout Flow
See more
Reports
Global Bookings Report: See ALL bookings across trips & rolled up by report
Activity Search Report: Easily Find What You Need Across All Trips
Global Payments Report: See ALL payments across ALL of your trips
How-to: Pull a Report By Invitation Group Or Rooming List
Understanding Reporting in YouLi
How-to: Pull A Payment Report in Excel from your YouLi Trip
How-to: Download a Report That Includes Tasks & Add-ons
See more
YouLi Plan Add-ons
How-to: Automate Your Room Allocation With Custom Rooming Maps or Hotel Floor Plans
White Label Domain (WLD) Custom Domain Masking On youli.io
Affiliates
YouLi Guide To Being An Affiliate - How To Sell Trips On YouLi And Make a Commission
How-to: Invite An Affiliate To Refer Or Sell Your Trips For a Commission Fee
If I Am a Planner, Having an Affiliate Resell a Trip, Can I See The Unique URL That The Affiliate Shares With Their Clients?
How-to: Passing Affiliate tracking using UTM parameters and Javascript from landing pages
Payments
How-to: Not Allow Bank Transfer on Deposit, But Require Credit Card on Deposit
Collect Payments via Payment Gateway (Credit Cards+)
How-to: Connect Square To YouLi For Credit Card Payments
How-to: Allow Travelers To Pay Monthly, Custom Installments, Or Pay What They Can, And "Chip Away" At Their Balance
How-to: Accept a Booking Payment In a Different Currency
How-to: Instruct Your Travelers to Pay Their Deposit After a Trip Planner Has Approved Their Application
How-to: Send a Copy of a Traveler Receipt or Invoice
How-to: Add an ABN To All Travelers' Invoices
How-to: Set Up Payment Methods For Your Travelers
Payments | Credit Card Surcharge
How-to: Send a Tax Invoice Or a Manual Payment Receipt To Your Travelers
Automatic Emails | Payments
How-to: Connect Your Stripe Account to YouLi
How-to: Apply a Credit To Your Traveler's Invoice
Payments | The YouLi Payment Flow and Traveler Checkout / Booking Process
How-to: Add a Manual Payment For a Traveler
How-to: Choose the right Booking Flow - Checkout vs Register to Pay
How-to: Charge Customer Card In YouLi using Make a Charge
How-to: Make a Credit Card Refund - via Gateway or Manually
Variable Room Occupancy Package and Advanced Roommate Payment Options
💲🛌 Price Per Night With Traveler-Selected Arrival/Departure Dates
How-to: Show a Traveler as Booked Before They Make a Payment
Catchup Payments - How to Ensure All Overdue Payments Are Required
How-to: Improve Reconciling with Stripe using Metadata
See more
Video Tutorials
YouLi Video Tutorial: How To Allow Your Travelers To Register Together In An Invitation Group
YouLi Video Tutorial: How To Make Trip Planners a Trip Page Contact
YouLi Video Tutorial: Understanding Paying Together in Invitation Groups
YouLi Video Tutorial: How To Use & Understand Pricing Packages & Room Inventory
YouLi Video Tutorial: How To Push YouLi Payments To Xero
YouLi Video Tutorial: How To Show Traveler Registration Form Immediately On Trip Page
YouLi Video Tutorial: How To Add Team Members & Co-Planners
YouLi Video Tutorial: How To Automate your Cabin Allocation With Custom Deck Plans
YouLi Video Tutorial: How To Add An Itinerary Item
YouLi Video Tutorial: How To Set a Personalized Price
YouLi Video Tutorial: How To Launch Your Website With YouLi PRO+ WEB
YouLi Video Tutorial: How To Understand And Use Resources & Uploads
YouLi Video Tutorial: How To Change The Call To Action (CTA) Button
YouLi Video Tutorial: How To Manage Tasks, Forms, Profiles & Waivers For Travelers
YouLi Video Tutorial: How To Understand Resources and Tasks
YouLi Video Tutorial: How To Understand & Use Magic Links
See more
Website Integration
How-to: Javascript Examples to Dynamically Change the Embedded Trips on website or pass utm tracking codes to your trips
How-to: Share Trip Link For Socials or Book Now Button
How Do I Integrate With My Website?
How-to: Embed a Single YouLi Trip Into Your Own Website
Embedded Trip Card Styles
Troubleshooting: Embedded Trips
How-to: Embed ALL of Your Listed Trips Into Your Own Website
How-to: Filter Your Embedded Trips On Your Website
How-to: Customize The Trip Cards On YouLi Embed
How-to: Use Tags Effectively to Categorize Trips On Your Dashboard and Website
How-to: Make My Trips Show On My Website (Embed Your Listed Trips)
Link to Starter Website Privacy Policy and Terms & Conditions from Consent Text
How-to: Use "Find Trip" For Travelers to get Magic Link or Make an Account
How-to: Set Up Multiple Departures And Custom Quotes Using Tour Series
See more
Mobile App
YouLi Trip Mobile App for Travelers | Allows Offline Itinerary & Travel Documents
How-to: Eliminate Extra White Space on the Right in Mobile Trip Page View
Troubleshooting: Error Downloading Trip Bundle
Account Roles
Custom User Role with Role Based Access Control (RBAC)
How-to: Replace a Former Team Member with a New Team Member
How-to: Change a Co-Planner or Team Member to a Trip Coordinator
How-to: Change Your Account Email
How-to: Change Main Contact on a Trip
See more
Tasks
Profile Fields: Who Can See This Data?
How-to: Require Planner to Review a Task
How-to: Create Custom Forms Within Tasks
How-to: Clear a Task Response
How-to: Allow Travelers to Sign a Document, Via Automated Tasks
How-To: View and Download Tasks Responses
How-to: Show Completed Tasks By Default
What is Required Response Type?
How-to: Download All Documents from a Task?
How-to: Collect Dietary Requirements or Dietary Restrictions for your Travelers using Tasks
How-to: Notify Trip Page Contacts when a Task is Completed
How-to: Turn on Automated Reminders for Tasks
Tasks | Discover How-To Paywall Your Content, Videos, Trainings, PDF's, and more
See more
Packages
How-to: Set Minimum Occupancy (Room Capacity) On Your Packages
How-To: Understand and Set Up Your Pricing Packages - including room inventory or capacity limits
How-to: Set Up Packages For Solo Travelers Booking Into Double-Occupancy Rooms
How-to: Update or Change Your Traveler's Package
How-to: Allow Your Travelers To Book Together, But Pay Separately
See more
Highlights, Itinerary & Optional Add-ons
How-to: Personalize a Travelers Trip Page on a Group Trip
How To: Default an Itinerary or Highlight Add-On to Selected, to Get More Upsells
How-to: Accommodate Travelers with Personalized Arrival & Departure Dates
How-to: Set Personalized Pricing Per Traveler in a Group Trip
How-to: Embed a Video Inside Descriptions
How-to: Update Your Pricing Section Heading & Pricing Explanation
How-to: Display a Detailed Trip Page Map For Your Travelers
How-to: Print Your Itinerary or Save it as a PDF
How-to: Upload an Image, Photo, or Picture into a description
How do I make sure I am setting Itinerary Items and/or Due Dates in the right Time Zone?
How-to: Use YouLi to Send Trip Quotes to Individual or Small Group of Travelers. Ditch the endless PDF itineraries!
How-to: Embed a Travefy Itinerary in YouLi Highlights
How-to: Upload an Image and add a Border - in any description field
See more
Invitation Groups
How-to: Add Registered Travelers Into An Invitation Group
How-to: Allow Travelers to Register Their Own Invitation Group
Coupons
How-to: Add & Manage Trip Coupons
How Coupons Work For Travelers & Ways to Share Them
Trip Page Menu
How-to: Add a Social Link to Facebook Group / Group Chat / Whatsapp / Help Center to Trip Page Menu
How to: Customize Trip Page Menu - Control What Your Travelers See
How-to: Remove The People Tab From Your Trip Page
How-to: Add Visa Info Link to Menu
Integrating Cruise Deck Plans
How-to: Link a Cruise Deck Plan to a YouLi Trip Page For Booking With a Cabin Number
How-to: Automate Your Cabin Allocation With Custom Deck Plans
Managing Trip Dashboard
How-to: Archive and Restore a Trip (Manual and Automatic)
How-to: Copy or Duplicate a Trip
How-to: Create a Trip Template for Sharing with Referrals (other Planners) and Get Credit as a Referral Partner
How-to: Use Trip Dashboard Card View & List View to manage trips
Emails
How-to: Use Email Shortcodes (Merge Fields)
How-to: Stop Automatic Emails For People or Trips
How-to: Send a Test Traveler Email Confirmation to a Planner
Bookings
How-to: Customize Your YouLi Registration Form
How-to: Move a Traveler From One Trip To Another (Even After a Payment Was Made!)
How-to: Track Where Your Customers Are Coming From
How-to: Hold a Room for Someone Before they Pay
How-to: Pause Bookings or Payments on a Trip After Taking Payments
How-to: Quebec Compensation Fund - Shortcodes
See more
Managing People
How-to: Categorize People on Trips or Events with Traveler Categories
How-to: Create Per Person PDF Confirmation - With Overview, Itinerary, Invoice, Documents, Contact Details
How-to: Bulk Upload Travelers
How do I bulk-edit multiple people on a YouLi Trip Page?
Require Login on Trip Pages - Enable Magic Links with Passwords
How-to: Understand Traveler Statuses
Pre-Approved Bookings using Authenticated Checkout
See more
Registration
How-to: Use The "Decline" Feature For Invited And Registered People
PDF Confirmation
How-to: Section Content defaults for PDF Confirmations
Documents
How-to: Upload a Document For Just One Person
Billing
How-to: Downgrade/Cancel Your YouLi Subscription