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HOW-TO

HOW-TO

Curious about what a YouLi term means? It's easy to become "YouLiterate" with these articles.

Account | Site Settings

How-to: Per Trip Payment Gateway

How-to: Change "Credit Card" prompt on Trip Page Invoice

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

Technology Partners

How-to: Increase Facebook Ad ROI with post-booking redirect to track conversion rates

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)

Advanced Integration: Embed Entire Trip Pages Into Your Website with iFrame

Zapier + YouLi Integration | Connect Your Platforms With YouLi And Vice Versa

How-to: Zapier | Creating Your Account + Making Your First Zap

FAQ: Refund Protect - Refundable Bookings that don't cost the organizer

FAQ: Example From Reho Travel for your Travelers to explain Refund Protect

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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

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Reports

Activity Search Report: Easily Find What You Need Across All Trips

Global Bookings Report: See ALL bookings across trips & rolled up by report

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

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YouLi Plan Add-ons

How-to: Automate Your Room Allocation With Custom Rooming Maps or Hotel Floor Plans

How-to: Set Up Multiple Departures And Custom Quotes Using Tour Series

White Label Domain - 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

Payments

How-to: Connect Square To YouLi For Credit Card Payments

Collect Payments via Payment Gateway (Credit Cards+)

How-to: Do not allow wire transfer on Deposit or Require Credit Card on deposit

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 Style - Checkout Flow (Before or After) vs Register to Pay

How-to: Charge Your Client Any Amount Manually In YouLi

How-to: Make a Credit Card Refund

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

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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

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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

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Mobile App

YouLi Trip Mobile App for Travelers | Allows Offline Itinerary & Travel Documents

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

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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

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Packages

How-to: Set Minimum Occupancy (Room Capacity) On Your Packages

How-To: Understand and Set Up Your Pricing Packages

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

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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!

(Beta) How-to: Embed a Travefy Itinerary in YouLi Highlights

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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

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

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

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

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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? (Edit Selected)

Require Login on Trip Pages - Enable Magic Links with Passwords

How-to: Understand Traveler Statuses

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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 Your YouLi Subscription