--- title: How-To | Help Center description: Need to use a feature that you haven't explored before. Follow our HOW-TO guides with easy videos and step by step instructions. --- [Skip to content](https://support.youli.io/how-to#main-content) [Open Ticket](https://support.youli.io/kb-tickets/new) [Customer portal](https://support.youli.io/feature-request-tickets-view) [![YouLi Support](https://support.youli.io/hs-fs/hubfs/Logo%20White.png?width=100&height=75&name=Logo%20White.png)](https://support.youli.io/) - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) Open main navigation Close main navigation - [Pricing](https://go.youli.io/pricing) - [Book Demo](https://go.youli.io/youli-demo-videos) - [Blog](https://blog.youli.io/) - [Open Ticket](https://support.youli.io/kb-tickets/new) - [Customer portal](https://support.youli.io/feature-request-tickets-view) - [Open Ticket](https://support.youli.io/kb-tickets/new) [Open Ticket](https://support.youli.io/kb-tickets/new) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://support.youli.io/) 2. [How-To](https://support.youli.io/how-to) # How-To Need to use a feature that you haven't explored before. Follow our HOW-TO guides with easy videos and step by step instructions. - [How-to: Manage Room Level Inventory with Named/Numbered Rooms](https://support.youli.io/manage-room-inventory-per-named-room) - [How-to: Automatically Add Waitlisted Travelers to Your CRM, Email Marketing, or Other Systems using Zapier](https://support.youli.io/how-to-automatically-add-waitlisted-travelers-to-your-crm-email-marketing-or-other-systems-using-zapier) - [How-to: $0 Packages via Checkout Flow](https://support.youli.io/how-to-0-packages-via-checkout-flow) - [How-to: Request Contact from Sales or Account Manager](https://support.youli.io/how-to-request-contact-from-sales-or-account-manager) - [How-to: Change "Credit Card" prompt on Trip Page Invoice](https://support.youli.io/how-to-change-credit-card-prompt-on-trip-page-invoice) - [How-to: Optimize Your Trip Page SEO - Trip Name, Share Summary, Keywords, Domains](https://support.youli.io/360004583055-how-to-optimize-your-trip-page-seo-trip-name-share-summary-key-words-domains) - [How-to: Set up Multiple Brand Options on Your Account](https://support.youli.io/360004140216-brand-options-on-trip-pages-to-sell-for-multiple-agencies-in-one-account) - [How-to: Manage Roommates using Advanced Invitation Groups](https://support.youli.io/how-to-manage-bookings-and-roommates-using-advanced-invitation-groups) - [How-to: Set Task Due Dates](https://support.youli.io/how-to-set-task-due-dates) - [How-to: Record a Partial Refund](https://support.youli.io/how-to-record-a-partial-refund-in-youli) - [How-to: Apple Pay - via Stripe](https://support.youli.io/apple-pay-via-stripe) - [How-to: Copy a traveler to another trip - for easy booking of repeat customers - or Transfer to a new Trip to avoid refunding](https://support.youli.io/how-to-transfer-move-a-traveler-to-another-trip) - [How-to: Change Affiliate Source](https://support.youli.io/how-to-change-edit-affiliate-source-tracking) - [How-to: Default country code for phone number](https://support.youli.io/how-to-default-country-code-for-phone-number) - [How-to: Enable Save Card and other payment methods (Stripe Only)](https://support.youli.io/how-to-enable-save-card-and-other-payment-methods-for-traveler-payments) - [How-to: Add Fees and Taxes to a Package](https://support.youli.io/how-to-add-taxes-and-fees-to-a-package) - [How-to: Add essential 'Booking Add-On' options that are required at time of booking (Checkout Flow only)](https://support.youli.io/how-to-add-travel-insurance-options-required-at-booking-checkout-flow-only) - [How to: Set Up Automated Early Bird Pricing](https://support.youli.io/how-to-automated-earlybird-pricing) - [How-to: Setup and use Dynamic Installments](https://support.youli.io/how-to-setup-and-use-dynamic-installment-plan) - [How to: Return a Payment Allocation](https://support.youli.io/how-to-return-a-payment-allocation) - [How-to: Add a Waitlist per Trip and Manage your Waitlist](https://support.youli.io/how-to-add-a-waitlist-package) - [How-to: Find a Traveler When You Do Not Remember Which Trip They are Attending](https://support.youli.io/how-to-find-a-traveler-when-you-do-not-remember-which-trip-they-are-attending) - [How-to: Assign Your Traveler to a Category](https://support.youli.io/how-to-assign-your-traveler-to-a-category) - [How to: Change Trip Dates and Make Itinerary and Due Dates Match](https://support.youli.io/how-to-change-trip-dates-and-make-itinerary-and-due-dates-match) - [How-to: Update Your Full Name](https://support.youli.io/how-to-update-your-full-name) - [How-to: Automatically add BCC for all sent emails](https://support.youli.io/automatically-add-bcc-for-all-sent-emails) - [How-to: Lock In Add-ons after checkout](https://support.youli.io/how-to-lock-add-ons) - [How-to: Make links open in a new tab](https://support.youli.io/how-to-add-description-links-open-in-a-new-tab) - [How-to: Automatically Charge Travelers on a Payment Schedule using AutoPay](https://support.youli.io/how-to-automatically-charge-people-on-a-payment-schedule-using-autopay) - [How-to: Invoice Line Items (non Itinerary)](https://support.youli.io/invoice-line-items-non-itinerary) - [Account | Site Settings](https://support.youli.io/account-site-settings) - [How-to: Use a Text Editor to Edit Your Paragraph](https://support.youli.io/use-a-text-editor-to-edit-your-paragraph) - [FAQ: What Does Require Login Look Like for Your Travelers](https://support.youli.io/require-login-on-trip-pages-user-experience) - [How-to: Change Installment Allocation](https://support.youli.io/how-to-change-installment-allocation) - [Meeting Blocks - Allow Event Attendees to Request And Schedule Meetings With Each Other](https://support.youli.io/meeting-blocks-allow-event-attendees-to-book-meetings-with-each-other) - [Price Per Night 💲🛌  With Traveler-Selected Arrival/Departure Dates](https://support.youli.io/price-per-night-pricing-package-personalized-arrival-departure) See less ▼ ## Technology Partners - [How-to: Increase Facebook/Instagram (Meta) Ad ROI with post-booking redirect to track conversion rates](https://support.youli.io/how-to-facebook-ad-tracking-with-post-booking-redirect) - [How-to: Push payments to Xero for easier online accounting](https://support.youli.io/360001295455-how-to-what-is-xero-pushing-your-first-payment-) - [How-to: Implement QuickBooks Automation Using Zapier (or Xero or any Accounting Platform)](https://support.youli.io/5033525661583-how-to-implement-quickbooks-automation-using-zapier) - [How-to: Set Up Facebook (FB) Pixel With YouLi Trip Pages for Page View tracking](https://support.youli.io/4404699859599-how-to-setup-facebook-fb-pixel-with-youli-trip-pages) - [Account | Branding | Google Analytics Tracking ID](https://support.youli.io/360001197156-account-branding-google-analytics-tracking-id) - [How-to: Set Up Google Analytics 4 (GA4)](https://support.youli.io/how-to-set-up-google-analytics-4-ga4) - [Zapier + YouLi Integration | Connect Your Platforms With YouLi And Vice Versa](https://support.youli.io/360001554695-zapier-youli-integration-connect-your-platforms-with-youli-and-vice-versa) - [How-to: Zapier | Creating Your Account + Making Your First Zap](https://support.youli.io/360001849896-how-to-zapier-creating-your-account-making-your-first-zap) See less ▼ ## API - [Usage Guide: Automatically Add or Update a registered person on a trip using addregistration API endpoint or Zapier](https://support.youli.io/how-to-automatically-add-person-registration-via-zapier-or-api-to-trip) - [Usage Guide: Automatically Record (or delete) a Payment made outside YouLi via Zapier or API endpoint addmanualpayment](https://support.youli.io/how-to-automatically-record-a-payment-via-zapier-or-api-addpayment) - [How-to: Use The Create Trip API To Automate Integration With Your CRM](https://support.youli.io/4404231786383-how-to-use-create-trip-api-to-automate-integration-with-crm) - [Using YouLi For Group Quotes: Number of Travelers in a Package](https://support.youli.io/4406847424015-using-youli-for-group-quotes-number-of-travelers-in-a-package) - [YouLi API Documentation](https://support.youli.io/360001871715-youli-api-documentation) - [How-to: Pre-Fill Information In Custom Forms Via The API Field Name](https://support.youli.io/4415398752911-api-field-name) - [Webhooks: Integrating with events generated by YouLi - Payments and Tasks](https://support.youli.io/4898359227151-webhooks-use-cases-for-integrating-with-events-generated-by-youli) - [How-to: Use API to prefill form on Checkout Flow](https://support.youli.io/how-to-use-api-to-prefill-form-on-checkout-flow) See less ▼ ## Reports - [How-to: Search Flight Ticket Number on People Search and use GetFlightTicketBooking Endpoint in Automation](https://support.youli.io/how-to-search-flight-ticket-number-on-people-search-and-use-getflightticketbooking-endpoint-in-automation) ## YouLi Plan Add-ons - [White Label Domain (WLD) Custom Domain Masking On youli.io](https://support.youli.io/4405271268495-white-label-domain-custom-domain-masking-on-youli-io) - [How-to: Automate Your Room Allocation With Custom Rooming Maps or Hotel Floor Plans](https://support.youli.io/how-to-automate-your-room-allocation-with-custom-rooming-maps-or-hotel-floor-plans) ## Affiliates - [YouLi Guide To Being An Affiliate - How To Sell Trips On YouLi And Make a Commission](https://support.youli.io/360002705436-youli-guide-to-being-an-affiliate-how-to-sell-trips-on-youli-and-make-a-comission) - [How-to: Invite An Affiliate To Refer Or Sell Your Trips For a Commission Fee](https://support.youli.io/360002717396-affiliates-how-to-invite-an-affiliate-to-refer-or-sell-your-trips-for-a-commission-fee) - [How-to: As a Planner, Having an Affiliate Resell a Trip, Can I See Generate the URL That The Affiliate Shares With Their Clients?](https://support.youli.io/can-i-as-a-company-who-is-having-an-affiliate-resell-one-of-our-trips-see-the-unique-url-that-they-use-to-share-with-clients) - [How-to: Passing Affiliate tracking using UTM parameters and Javascript from landing pages](https://support.youli.io/passing-utm-affiliate-tracking-from-landing-page) ## Payments - [Accept payments in 150+ Currencies with Zero Extra Cost via Stripe](https://support.youli.io/stripe-adaptive-pricing-multi-currency-option) - [How-to: Enable Link via Stripe to increase conversions](https://support.youli.io/how-to-enable-link-via-stripe-to-increase-conversions) - [Changing Your Authorize.net Account on YouLi](https://support.youli.io/changing-your-authorize.net-account-on-youli) - [How-to: Allow Travelers To Pay Monthly, Custom Installments, Or Pay What They Can, And "Chip Away" At Their Balance](https://support.youli.io/how-to-allow-travelers-to-pay-monthly-custom-installments-pay-what-they-can-and-chip-away-at-their-balance) - [How-to: Connect PayPal for Payments on YouLi](https://support.youli.io/how-to-connect-paypal-for-payments-on-youli) - [How-to: Accept a Booking Payment In a Different Currency](https://support.youli.io/4410708454543-how-to-accept-booking-payment-in-a-different-currency) - [How-to: Instruct Your Travelers to Pay Their Deposit After a Trip Planner Has Approved Their Application](https://support.youli.io/360004707136-instruct-your-travelers-to-pay-their-deposit-after-a-trip-planner-has-approved-their-application) - [How-to: Add an ABN To All Travelers' Invoices](https://support.youli.io/360001164196-account-profile-abn) - [How-to: Set Up Payment Methods For Your Travelers](https://support.youli.io/360001334836-how-to-set-up-payment-methods-for-your-travelers) - [Payments | Absorb Fees, Pass on a Convenience Fee or Surcharge](https://support.youli.io/360001218676-payments-credit-card-surcharge) - [How to Send a Traveler Receipt, Invoice, or Tax Receipt](https://support.youli.io/360001229776-how-to-send-tax-invoice-or-a-manual-payment-receipt-to-your-travelers) - [Automatic Emails | Payments](https://support.youli.io/360001316136-automatic-emails-payments) - [How-to: Connect Your Stripe Account to YouLi](https://support.youli.io/360001378735-how-to-connect-your-stripe-account-to-youli-) - [How-to: Apply a Credit To Your Traveler's Invoice or Offer a Discount to Travelers](https://support.youli.io/360003180776-how-to-apply-a-credit-to-your-traveler-s-invoice) - [Payments | The YouLi Payment Flow and Traveler Checkout / Booking Process](https://support.youli.io/360001396556-payments-the-youli-payment-flow-and-traveler-checkout-booking-process) - [How-to: Add a Manual Payment For a Traveler](https://support.youli.io/4412041306511-how-to-add-a-manual-payment-for-a-traveler) - [How-to: Choose the right Booking Flow - Checkout vs Register to Pay](https://support.youli.io/how-to-set-up-the-checkout-flow-booking-style) - [How-to: Charge Customer Card In YouLi using Make a Charge](https://support.youli.io/how-to-charge-your-client-manually-in-youli) - [How-to: Make a Credit Card Refund - via Gateway or Manually](https://support.youli.io/360001384136-how-to-make-a-credit-card-refund-) - [Variable Room Occupancy Package and Advanced Roommate Payment Options](https://support.youli.io/variable-room-occupancy-and-advanced-roommate-matching) - [How-to: Not Allow Bank Transfer on Deposit, But Require Credit Card on Deposit](https://support.youli.io/how-to-do-not-allow-wire-transfer-on-deposit-or-require-credit-card-on-deposit) - [Collect Payments via a Payment Gateway (Credit Cards+) - Charge Description](https://support.youli.io/collect-credit-card-payments-via-payment-gateway-stripe-square) - [How-to: Show a Traveler as Booked Before They Make a Payment](https://support.youli.io/how-to-show-a-traveler-as-booked-before-they-make-a-payment) - [How-to: Connect Square To YouLi For Credit Card Payments](https://support.youli.io/how-to-connect-square-to-youli-for-payments) - [Catchup Payments - How to Ensure All Overdue Payments and those that are 'Due Soon' Are Handled](https://support.youli.io/catchup-payments-how-to-ensure-all-overdue-payments-are-required) - [How-to: Improve Reconciling with Stripe using Metadata](https://support.youli.io/how-to-improve-reconciling-with-stripe-using-metadata) - [How-to: Create a Fixed Price Deposit with Percentage Installments](https://support.youli.io/how-to-create-a-fixed-price-deposit-with-percentage-installments) - [Automatic Late Fees & Automatic Cancellation](https://support.youli.io/automatic-late-fees) See less ▼ ## Video Tutorials - [YouLi Video Tutorial: How To Allow Your Travelers To Register Together In An Invitation Group](https://support.youli.io/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](https://support.youli.io/youli-video-tutorial-how-to-add-co-planners-as-a-trip-page-contact) - [YouLi Video Tutorial: Understanding Paying Together in Invitation Groups](https://support.youli.io/youli-video-tutorial-understanding-invitation-groups) - [YouLi Video Tutorial: How To Use & Understand Pricing Packages & Room Inventory](https://support.youli.io/youli-video-tutorial-how-to-use-understand-pricing-packages-room-inventory) - [YouLi Video Tutorial: How To Push YouLi Payments To Xero](https://support.youli.io/youli-video-tutorial-how-to-push-youli-payments-to-xero) - [YouLi Video Tutorial: How To Show Traveler Registration Form Immediately On Trip Page](https://support.youli.io/youli-video-tutorial-how-to-show-traveler-registration) - [YouLi Video Tutorial: How To Add Team Members & Co-Planners](https://support.youli.io/youli-video-tutorial-how-to-add-a-team-member) - [YouLi Video Tutorial: How To Automate your Cabin Allocation With Custom Deck Plans](https://support.youli.io/youli-video-tutorial-automate-cabin-allocation) - [YouLi Video Tutorial: How To Add An Itinerary Item](https://support.youli.io/youli-video-tutorial-how-to-add-itinerary-item) - [YouLi Video Tutorial: How To Set a Personalized Price](https://support.youli.io/youli-video-tutorial-how-to-set-a-personalized-price) - [YouLi Video Tutorial: How To Launch Your Website With YouLi PRO+ WEB](https://support.youli.io/youli-video-tutorial-how-to-pro-plus-web) - [YouLi Video Tutorial: How To Understand And Use Resources & Uploads](https://support.youli.io/youli-video-tutorial-how-to-understand-use-resources-uploads) - [YouLi Video Tutorial: How To Change The Call To Action (CTA) Button](https://support.youli.io/youli-video-tutorial-how-to-change-the-cta) - [YouLi Video Tutorial: How To Manage Tasks, Forms, Profiles & Waivers For Travelers](https://support.youli.io/youli-video-tutorial-how-to-manage-tasks-and-waivers) - [YouLi Video Tutorial: How To Understand Resources and Tasks](https://support.youli.io/youli-video-tutorial-how-to-understand-resources-and-tasks) - [YouLi Tutorial: How To Understand Magic Links vs. Share Trip Links](https://support.youli.io/youli-video-tutorial-how-to-understand-use-magic-links) See less ▼ ## Website Integration - [How-to: How Do I Integrate With My Website?](https://support.youli.io/360000535336-how-do-i-integrate-with-my-website-) - [How-to: Implement a Loading Spinner for My Trip Embed Cards?](https://support.youli.io/how-to-implement-a-loading-spinner-for-my-trip-embed-cards) - [How-to: Embed a Single YouLi Trip Into Your Own Website](https://support.youli.io/4404397181455-how-to-embed-a-single-youli-trip-into-your-own-website) - [Embedded Trip Card Styles](https://support.youli.io/360004585555-embedded-trip-card-styles) - [Troubleshooting: Embedded Trips](https://support.youli.io/4404397265551-troubleshooting-embedded-trips) - [How-to: Embed ALL of Your Listed Trips Into Your Own Website](https://support.youli.io/4404382285711-how-to-embed-all-of-your-listed-trips-into-your-own-website) - [How-to: Filter Your Embedded Trips On Your Website](https://support.youli.io/4404616908175-how-to-filter-your-embedded-trips-on-your-website) - [How-to: Customize The Trip Cards On YouLi Embed](https://support.youli.io/4404792003599-how-to-customize-the-trip-cards-on-youli-embed) - [How-to: Use Tags to Categorize Trips On Your Dashboard and Website | Use Tags to restrict what Trips your Users have access to](https://support.youli.io/4404257355919-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)](https://support.youli.io/360004307655-how-to-make-my-trips-show-on-my-website-embed-your-listed-trips-) - [Link to YouLi Web Privacy Policy and Terms & Conditions from Consent Text](https://support.youli.io/link-to-starter-website-privacy-policy-and-terms-conditions) - [How-to: Use "Find Trip" For Travelers to get Magic Link or Make an Account](https://support.youli.io/find-my-trip-for-travelers) - [How-to: Set Up Multiple Departures And Custom Quotes Using Tour Series](https://support.youli.io/4432838688271-multiple-departures-and-custom-quotes-using-tour-series) - [How-to: Share Trip Link For Socials or Book Now Button or for YouLi Support Troubleshooting](https://support.youli.io/how-to-share-trip-link-for-socials-or-book-now-button) - [How-to: Javascript Examples to Dynamically Change the Embedded Trips on website or pass utm tracking codes to your trips](https://support.youli.io/how-to-dynamically-change-the-embedded-trips-on-my-website) See less ▼ ## Mobile App - [YouLi Trip Mobile App for Travelers | Allows Offline Itinerary & Travel Documents](https://support.youli.io/360001340576) - [How-to: Eliminate Extra White Space on the Right in Mobile Trip Page View](https://support.youli.io/how-to-eliminate-extra-white-space-on-the-right-in-mobile-trip-page-view) - [Troubleshooting: Error Downloading Trip Bundle](https://support.youli.io/trip-bundle-error) ## White Label App - [How-to: Use your White Label Mobile App](https://support.youli.io/how-to-use-your-white-label-mobile-app) - [White Label App: Brand Asset Guidelines](https://support.youli.io/white-label-app-asset-guidelines) - [White Label App Traveler Handbook](https://support.youli.io/white-label-app-traveler-handbook) ## Account Roles - [Request Custom Role](https://support.youli.io/request-custom-role-form) - [How-to: Setup 2FA - Two Factor Authentication for your User Account](https://support.youli.io/how-to-setup-2fa-two-factor-authentication-for-your-youli-user-account) - [How-to: Login with 2FA - Two Factor Authentication for your User Account](https://support.youli.io/how-to-login-2fa-two-factor-authentication-for-your-youli-user-account) - [How-to: Replace a Former Team Member with a New Team Member](https://support.youli.io/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 (and Vice-Versa)](https://support.youli.io/how-to-change-a-co-planner-or-team-member-to-a-trip-coordinator) - [How-to: Change Your Account Email](https://support.youli.io/4791453842575-how-to-change-your-account-email) - [How-to: Change Main Contact on a Trip](https://support.youli.io/360001167436-how-to-change-main-contact-on-a-trip) - [Custom User Role with Role Based Access Control (RBAC)](https://support.youli.io/creating-a-limited-analyst-user-with-youli-role-based-access-control-rbac) See less ▼ ## Tasks - [How-to: Enable 'Also Respond For' option on Tasks to allow People to Complete Each Other's forms quickly](https://support.youli.io/how-to-enable-also-respond-for-option-on-tasks) - [Task & Form Library](https://support.youli.io/task-library) - [How-to: Create Different Tasks or Registration Forms for Different Packages using Categories](https://support.youli.io/how-to-create-different-profile-and-registeration-tasks-for-different-packages) - [How-to: Require Planner to Review a Task](https://support.youli.io/360001209396-how-to-require-planner-to-review-a-task) - [How-to: Create Custom Forms Within Tasks](https://support.youli.io/360001209415-tasks-custom-forms) - [How-to: Clear a Task Response](https://support.youli.io/4406898377103-how-to-clear-a-task-response) - [How to collect legally binding signatures from Travelers using Custom Forms](https://support.youli.io/4410201761551-how-to-allow-travelers-to-sign-a-document-via-automated-tasks) - [How-To: View and Download Tasks Responses](https://support.youli.io/how-to-view-tasks-responses) - [How-to: Show Completed Tasks By Default](https://support.youli.io/how-to-show-completed-tasks-by-default) - [What is Required Response Type?](https://support.youli.io/360001209395-task-response-type) - [How-to: Download All Documents from a Task?](https://support.youli.io/360000964116-how-do-i-download-all-documents-from-a-task-) - [How-to: Collect Dietary Requirements or Dietary Restrictions for your Travelers using Tasks](https://support.youli.io/360002532975-how-to-collect-dietary-requirements-or-dietary-restrictions-for-your-travelers-using-tasks) - [How-to: Notify Trip Page Contacts when a Task is Completed](https://support.youli.io/360001209375-how-to-notify-trip-page-contacts-when-a-task-is-completed) - [How-to: Turn on Automated Reminders for Tasks](https://support.youli.io/360001316835-tasks-automatic-emails-) - [Tasks | Discover How-To Paywall Your Content, Videos, Trainings, PDF's, and more](https://support.youli.io/360002306216-tasks-discover-how-to-paywall-your-content-videos-trainings-pdf-s-and-more) - [Profile Fields: Who Can See This Data?](https://support.youli.io/how-to-profile-fields-who-can-see-this-data-travelers-planners) See less ▼ ## Packages - [Four Ways to Sell & Manage Rooms on Group Tours](https://support.youli.io/four-ways-to-sell-and-manage-rooms-rooming-lists) - [How-to: Change the sort order of Trip Packages between Auto and Manual mode](https://support.youli.io/how-to-change-the-sort-order-of-trip-packages-auto-and-manual-mode) - [How-to: Set Minimum Occupancy (Room Capacity) On Your Packages](https://support.youli.io/360002209856-payments-setting-room-capacity-on-your-packages-was-required-group-size-) - [How-To: Understand and Set Up Your Pricing Packages - including room inventory or capacity limits](https://support.youli.io/360001960716-how-to-understand-and-set-up-your-pricing-packages) - [How-to: Set Up Packages For Solo Travelers Booking Into Double-Occupancy Rooms](https://support.youli.io/how-to-set-up-packages-for-solo-travelers-booking-into-double-occupancy-rooms) - [How-to: Update or Change Your Traveler's Package](https://support.youli.io/edit-your-travelers-package) - [How-to: Allow Your Travelers To Book Together, But Pay Separately](https://support.youli.io/book-together-pay-separately) - [Learn More About: Pricing Mode Options](https://support.youli.io/learn-more-about-pricing-modes) See less ▼ ## Highlights, Itinerary & Optional Add-ons - [How-to: Choose an Airport for an Included Transfer](https://support.youli.io/how-to-choose-an-airport-for-an-included-transfer) - [Content Library - Highlights & Itinerary](https://support.youli.io/content-library-highlights-itinerary) - [Drag & Drop Itinerary Builder + Content Library](https://support.youli.io/drag-drop-content-library-highlights-itinerary-items) - [How-to: Sync Changes in the Content Library & Task Library](https://support.youli.io/how-to-sync-changes-in-the-content-library-task-library) - [How-to: Personalize a Travelers Trip Page on a Group Trip](https://support.youli.io/4404531186831-how-to-personalize-an-itinerary-on-a-group-trip) - [How To: Default an Itinerary or Highlight Add-On to Selected, to Get More Upsells](https://support.youli.io/360002114436-how-to-default-add-on-to-selected-to-get-more-upsells-using-itinerary-add-ons) - [How-to: Accommodate Travelers with Personalized Arrival & Departure Dates](https://support.youli.io/360002483436-how-to-accommodate-travelers-with-personalized-arrival-dates-and-personalized-departure-dates) - [How-to: Set Personalized Pricing Per Traveler in a Group Trip](https://support.youli.io/4413124435855-how-to-personalized-pricing-) - [How-to: Embed a Video Inside Descriptions](https://support.youli.io/360001343336-how-to-embed-a-video-inside-descriptions) - [How-to: Update Your Pricing Section Heading & Pricing Explanation](https://support.youli.io/360001164256-update-trip-cost-cost-explanation-heading) - [How-to: Display a Detailed Trip Page Map For Your Travelers](https://support.youli.io/360001576236-can-i-set-a-map-for-my-trip-why-is-my-map-not-showing-up-for-my-traveler-) - [How-to: Print Your Itinerary or Save it as a PDF](https://support.youli.io/4618774528143-how-to-print-your-itinerary-or-save-it-as-a-pdf) - [How-to: Upload an Image, Photo, or Picture into a description](https://support.youli.io/360001601655-how-to-upload-extra-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?](https://support.youli.io/360001244515-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!](https://support.youli.io/360001566595-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](https://support.youli.io/embed-a-travefy-itinerary-in-youli-trip-page) - [How-to: Upload an Image and add a Border - in any description field](https://support.youli.io/how-to-upload-an-image-and-add-a-border-in-descriptions) - [Manage Room Inventory for EACH Accommodation with Room Blocks (Enhanced Itinerary Items)](https://support.youli.io/manage-room-inventory-for-each-accommodation-with-room-blocks-enhanced-itinerary-items) - [Manage Transfer Windows - Arrival and Departure (Enhanced Itinerary Items)](https://support.youli.io/manage-transfer-windows-enhanced-itinerary-items) - [COMING SOON: How-to: Charge for Transfers outside Included Transfer Windows](https://support.youli.io/how-to-charge-for-transfers-outside-included-transfer-windows) See less ▼ ## Invitation Groups - [How-to: Add Registered Travelers Into An Invitation Group](https://support.youli.io/4412735525519-how-to-add-registered-travelers-into-an-invitation-group-) - [How-to: Allow Travelers to Register Their Own Invitation Group](https://support.youli.io/360001093155-multi-registration-groups-within-a-group-how-to-allow-travelers-to-register-their-own-invitation-group-) ## Coupons - [How-to: Add & Manage Trip Coupons](https://support.youli.io/360001159095-how-to-add-manage-trip-coupons) - [How Coupons Work For Travelers & Ways to Share Them](https://support.youli.io/how-to-share-your-coupon-with-your-travelers) ## Trip Page Menu - [How to: Customize Trip Page Menu - Control What Your Travelers See](https://support.youli.io/360001095715-how-to-customize-trip-page-menu-control-what-your-travelers-see) - [How-to: Remove The People Tab From Your Trip Page](https://support.youli.io/360001954076-how-to-remove-who-else-is-going-with-you-) - [How-to: Add Visa Information Link to Menu](https://support.youli.io/visa-menu-link) - [How-to: Add a Social Link to Facebook Group / Group Chat / Whatsapp / Help Center to Trip Page Menu](https://support.youli.io/how-to-link-to-facebook-group-chat-help-center-from-menu) ## Integrating Cruise Deck Plans - [How-to: Link a Cruise Deck Plan (Room Map) to a YouLi Trip Page For Booking With a Cabin Number](https://support.youli.io/360004403295-how-to-link-a-cruise-deck-plan-to-youli-trip-page-for-booking-with-cabin-number) - [How-to: Automate Your Cabin Allocation With Custom Deck Plans/Room Maps](https://support.youli.io/4706956669327-custom-deck-plan-automate-your-cabin-allocation) ## Managing Trip Dashboard - [How-to: Transfer Travelers from a Brochure Mode Trip to a Booking Mode Trip](https://support.youli.io/how-to-transfer-travelers-from-a-brochure-mode-trip-to-a-booking-mode-trip) - [How-to: Archive, Restore or Permanently delete a Trip (Manual and Automatic)](https://support.youli.io/4406998302863-how-to-archive-a-trip) - [How-to: Copy or Duplicate a Trip](https://support.youli.io/360001899415-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](https://support.youli.io/360001450236-how-to-create-a-template-for-sharing-with-referrals-other-planners-and-get-credit-as-an-referral-partner) - [How-to: Use Trip Dashboard Card View & List View to manage trips](https://support.youli.io/how-to-use-card-view-list-view-to-manage-trips) ## Emails - [How-to: Use Email Shortcodes (Merge Fields)](https://support.youli.io/4407618908431-how-to-use-email-shortcodes) - [How-to: Stop Automatic Emails For People or Trips](https://support.youli.io/360001435015-how-to-stop-automatic-emails-for-people-or-trips) - [How-to: Send a Test Traveler Email Confirmation to a Planner](https://support.youli.io/360001366976-send-test-of-traveler-email-confirmation-to-a-planner) ## Bookings - [How-to: Customize Your YouLi Registration Form](https://support.youli.io/how-to-customize-youli-registration-form) - [How-to: Restrict Bookings to specific email domains - great for schools and corporate clients (B2B)](https://support.youli.io/how-to-restrict-bookings-to-specific-email-domains) - [How-to: Move a Traveler From One Trip To Another (Even After a Payment Was Made!)](https://support.youli.io/4415545817103-how-to-move-a-traveler-from-one-trip-to-another-) - [How-to: Track Where Your Customers Are Coming From](https://support.youli.io/360002147635-how-to-track-where-your-travelers-are-coming-from-including-your-affiliates-or-ambassadors) - [How-to: Hold a Room for Someone Before they Pay](https://support.youli.io/360003229995-how-to-hold-a-room-for-someone-before-they-pay) - [How-to: Pause Bookings or Payments on a Trip After Taking Payments](https://support.youli.io/360001436455-how-to-pause-bookings-or-payments-on-a-trip-with-finalized-price) - [How-to: Use Quebec Compensation Fund - Shortcodes to meet your obligations](https://support.youli.io/quebec-compensation-fund-shortcodes) See less ▼ ## Managing People - [How-to: Set Min and Max people per Trip](https://support.youli.io/how-to-set-min-and-max-people-per-trip) - [How-to: Add Planner Notes for Travelers](https://support.youli.io/how-to-add-planner-notes-for-travelers) - [How-to: Bulk Upload Travelers](https://support.youli.io/360000930135-how-do-i-bulk-upload-people-and-email-addresses-) - [How do I bulk-edit multiple people on a YouLi Trip Page?](https://support.youli.io/360001065675-how-do-i-bulk-edit-multiple-people-edit-selected-) - [How-to: Categorize People on Trips or Events with Traveler Categories](https://support.youli.io/how-to-categorize-people-on-trips-or-events-category) - [Require Login on Trip Pages - Enable Magic Links with Passwords](https://support.youli.io/require-login-on-trip-pages-password-magic-links) - [How-to: Create Per Person PDF Confirmation - With Overview, Itinerary, Invoice, Documents, Contact Details](https://support.youli.io/how-to-create-itinerary-pdf-confirmation-per-person-from-tripboard) - [How-to: Understand Traveler Statuses](https://support.youli.io/how-to-understand-statuses) - [Pre-Approved Bookings using Pre-Approved Checkout](https://support.youli.io/pre-approved-bookings-using-authenticated-checkout) - [How-to: Cancel a Traveler that has made at least one payment](https://support.youli.io/how-to-cancel-traveler) - [How-to: Control Access to Make Bookings and Trips with the right Authentication level](https://support.youli.io/how-to-control-access-to-make-bookings-and-trips-with-the-right-authentication-level) See less ▼ ## Registration - [Where Do I See or Set the Registration Deadline for a Trip?](https://support.youli.io/where-do-i-see-or-set-the-registration-deadline-for-a-trip) - [How-to: Add itinerary item to your calendar](https://support.youli.io/how-to-add-itinerary-item-to-your-calendar) - [How-to: Use The "Decline" Feature For Invited And Registered People](https://support.youli.io/how-to-use-the-decline-feature-for-invited-and-registered-people) ## PDF Confirmation - [How-to: Section Content defaults for PDF Confirmations](https://support.youli.io/how-to-settings-defaults-for-pdf-confirmations) ## Documents - [How-to: Upload a Document For Just One Person](https://support.youli.io/how-to-upload-a-document-for-just-one-person-individual-traveler) ## Billing - [How-to: Cancel Your YouLi Free Trail Subscription](https://support.youli.io/how-to-cancel-your-youli-free-trail-subscription) - [How-to: Downgrade/Cancel Your YouLi Subscription](https://support.youli.io/how-to-downgrade-your-youli-subscription) - [Get Started](https://support.youli.io/get-started#main-content) - [Checklists](https://support.youli.io/get-started#checklists) - [Setting up your account](https://support.youli.io/get-started#setting-up-your-account) - [Setting up your Trip Page](https://support.youli.io/get-started#setting-up-your-trip-page) - [Video Tutorials](https://support.youli.io/get-started#video-tutorials) - [Trip Registration](https://support.youli.io/get-started#trip-registration) - [Emails](https://support.youli.io/get-started#emails) - [Packages & Installments](https://support.youli.io/get-started#packages-installments) - [Payments](https://support.youli.io/get-started#payments) - [Adding & Managing People](https://support.youli.io/get-started#adding-managing-people) - [Starter Website](https://support.youli.io/get-started#starter-website) - [How-To](https://support.youli.io/how-to#main-content) - [Technology Partners](https://support.youli.io/how-to#technology-partners) - [API](https://support.youli.io/how-to#api) - [Reports](https://support.youli.io/how-to#reports) - [YouLi Plan Add-ons](https://support.youli.io/how-to#youli-plan-add-ons) - [Affiliates](https://support.youli.io/how-to#affiliates) - [Payments](https://support.youli.io/how-to#payments) - [Video Tutorials](https://support.youli.io/how-to#video-tutorials) - [Website Integration](https://support.youli.io/how-to#website-integration) - [Mobile App](https://support.youli.io/how-to#mobile-app) - [White Label App](https://support.youli.io/how-to#white-label-app) - [Account Roles](https://support.youli.io/how-to#account-roles) - [Tasks](https://support.youli.io/how-to#tasks) - [Packages](https://support.youli.io/how-to#packages) - [Highlights, Itinerary & Optional Add-ons](https://support.youli.io/how-to#highlights-itinerary-optional-add-ons) - [Invitation Groups](https://support.youli.io/how-to#invitation-groups) - [Coupons](https://support.youli.io/how-to#coupons) - [Trip Page Menu](https://support.youli.io/how-to#trip-page-menu) - [Integrating Cruise Deck Plans](https://support.youli.io/how-to#integrating-cruise-deck-plans) - [Managing Trip Dashboard](https://support.youli.io/how-to#managing-trip-dashboard) - [Emails](https://support.youli.io/how-to#emails) - [Bookings](https://support.youli.io/how-to#bookings) - [Managing People](https://support.youli.io/how-to#managing-people) - [Registration](https://support.youli.io/how-to#registration) - [PDF Confirmation](https://support.youli.io/how-to#pdf-confirmation) - [Documents](https://support.youli.io/how-to#documents) - [Billing](https://support.youli.io/how-to#billing) - [New Features](https://support.youli.io/new-features#main-content) - [Recent Releases](https://support.youli.io/new-features#recent-releases) - [Past Releases](https://support.youli.io/new-features#past-releases) - [Enterprise Clients](https://support.youli.io/enterprise-clients#main-content) - [Enterprise Onboarding](https://support.youli.io/enterprise-clients#enterprise-onboarding) - [Enterprise-only Features](https://support.youli.io/enterprise-clients#enterprise-only-features) - [FAQ](https://support.youli.io/faq#main-content) - [Data Security](https://support.youli.io/faq#data-security) - [Payments](https://support.youli.io/faq#payments) - [YouLi Account](https://support.youli.io/faq#youli-account) - [Emails](https://support.youli.io/faq#emails) - [Managing People](https://support.youli.io/faq#managing-people) - [Packages](https://support.youli.io/faq#packages) - [YouLi Subscription Plans](https://support.youli.io/faq#youli-subscription-plans) - [Tasks](https://support.youli.io/faq#tasks) - [Reporting](https://support.youli.io/reporting) - [YouLi User Roles](https://support.youli.io/youli-user-roles) - [For Travelers](https://support.youli.io/for-travelers) - [Partners](https://support.youli.io/partners) - [Upcoming Features](https://support.youli.io/upcoming-features) - [Incidents](https://support.youli.io/incidents) - [Contact Us](https://support.youli.io/contact-us) [![YouLi Marketing Site](https://support.youli.io/hs-fs/hubfs/Logo%20Default.png?width=55&height=24&name=Logo%20Default.png "YouLi Marketing Site")](https://go.youli.io) ### Need more help? Reach out to the YouLi Support team via the **Chat** icon at the bottom-right corner of your screen: ![Screenshot 2026-07-22 at 12.27.38 PM](https://support.youli.io/hs-fs/hubfs/Screenshot%202026-07-22%20at%2012.27.38%20PM.png?width=268&height=111&name=Screenshot%202026-07-22%20at%2012.27.38%20PM.png) or [submit a Support Ticket.](https://support.youli.io/kb-tickets/new?hsLang=en) Copyright © 2025, YouLi Travel Pty. Ltd