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: Change "Credit Card" prompt on Trip Page Invoice
- 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: Copy a traveler to another trip - for easy booking of repeat customers - or Transfer to a new Trip to avoid refunding
- 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 essential 'Booking Add-On' options that are required at time of 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 In Add-ons after checkout
- How-to: Make links open in a new tab
- How-to: Automatically Charge Travelers on a Payment Schedule using AutoPay
- How-to: Invoice Line Items (non Itinerary)
- Platform White Label (PWL) Domain
- Account | Site Settings
- Price Package Based On Itinerary Items with Supplier Costs
- How-to: Use a Text Editor to Edit Your Paragraph
- FAQ: What Does Require Login Look Like for Your Travelers
- How-to: Change Installment Allocation
- How-to: Control Access to Make Bookings and Trips with the right Authentication level
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
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
YouLi Plan Add-ons
- White Label Domain (WLD) Custom Domain Masking On 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
- 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?
- How-to: Passing Affiliate tracking using UTM parameters and Javascript from landing pages
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
- How-to: Not Allow Bank Transfer on Deposit, But Require Credit Card on Deposit
- 💲🛌 Price Per Night With Traveler-Selected Arrival/Departure Dates
- Collect Payments via a Payment Gateway (Credit Cards+) - Charge Description
- How-to: Show a Traveler as Booked Before They Make a Payment
- How-to: Connect Square To YouLi For Credit Card Payments
- Catchup Payments - How to Ensure All Overdue Payments and those that are 'Due Soon' Are Handled
- How-to: Improve Reconciling with Stripe using Metadata
- How-to: Create a Fixed Price Deposit with Percentage Installments
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 Tutorial: How To Understand Magic Links vs. Share Trip Links
Website Integration
- 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
- 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
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
- 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)
- How-to: Change Your Account Email
- How-to: Change Main Contact on a Trip
- Custom User Role with Role Based Access Control (RBAC)
Tasks
- 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
- Profile Fields: Who Can See This Data?
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
- Learn More About: Pricing Mode Options
Highlights, Itinerary & Optional Add-ons
- How-to: Personalize a Travelers Trip Page on a Group Trip
- Early Adopters - Drag & Drop + Content Library - Highlights & Itinerary Items
- 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
- Manage Room Inventory for EACH Accommodation with Room Blocks (Enhanced Itinerary Items)
Invitation Groups
- How-to: Add Registered Travelers Into An Invitation Group
- How-to: Allow Travelers to Register Their Own Invitation Group
Coupons
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 a Social Link to Facebook Group / Group Chat / Whatsapp / Help Center to Trip Page Menu
- How-to: Add Visa Information 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
Managing People
- How-to: Bulk Upload Travelers
- How do I bulk-edit multiple people on a YouLi Trip Page?
- How-to: Categorize People on Trips or Events with Traveler Categories
- Require Login on Trip Pages - Enable Magic Links with Passwords
- How-to: Create Per Person PDF Confirmation - With Overview, Itinerary, Invoice, Documents, Contact Details
- How-to: Understand Traveler Statuses
- Pre-Approved Bookings using Authenticated Checkout
- How-to: Cancel a Traveler that has made at least one payment