Want to add options like travel insurance and other add-on's that are mandatory or essential for your travelers during their check out? Learn how with Booking Add-On's!
PLAN AVAILABILITY: Booking Add-on is available on Plus and above. First version released in 2.178: see release notes
What is it used for?
Planners can enable a single MANDATORY or ESSENTIAL BOOKING ADD-ON that can be used for:
- Travel Insurance
- Airport Transfers
- Flight add-on
- any other (but only one) add-on that requires immediate payment during booking
For example
Watch this video to see an example, using Group Travel Insurance
How to enable
Once you have the feature turned on in your YouLi account
- Change BOOKING FLOW to one of the two CHECKOUT FLOW options
- Check the box to enable BOOKING ADD-ON
- The label by default is "BOOKING ADD-ON (MANDATORY ON CHECKOUT)"
- TIP: This can be changed during Enterprise onboarding, for example it could be labeled as "TRAVEL INSURANCE OPTIONS" if that is how you always use it
- Fill out the newly expanded section
- Click MANAGE > EDIT to edit the default option
- Or, if you have edited your default option already, you can click +ADD OPTION to add a new BOOKING ADD-ON
- Or, if you have edited your default option already, you can click +ADD OPTION to add a new BOOKING ADD-ON
- Understanding the fields in the EDIT OPTION popup (see below)
When this feature is enabled for the TRIP, at least one OPTION must be configured.
Here are the Option fields you will need to fill out
- LABEL - keep it short!
- DESCRIPTION - HTML content can include links and formatting
- PRICE PER PERSON - this can be zero! to give them the option to opt-out
- This will always be in the TRIP CURRENCY
- CONSENT PROMPT - each Option can have a different consent, or it can be the same
- VISIBILITY:
- Published - require Travelers to select from published Options
- Disabled - to keep Travelers and Planners from selecting
- Hidden from Public - to keep Travelers from selecting
How do I reorder the appearance of my Options?
You can move the OPTION up (or down) in the table to change the order as it will appear on the CHECKOUT FLOW. The top Option will be selected by default.
FAQ
Q: Who gets the money for the add-on?
A: The owner of the Trip will receive the payment for the add-on, so they are responsible for paying suppliers (like insurance providers, etc)
Q: Can the Traveler change their selection?
A: No. They cannot, but the Planner can by clicking to EDIT the person in the TripCRM
Q: Can the Planner change the selected option?
A: Yes! If the Planner changes the option, the price on the invoice will automatically update and the payment that was made will be applied to the remaining balance. If a refund is owed, that will show on the invoice.
Q: Can I have more than one mandatory add-on selection?
A: Only one set of options can be provided per trip, but there is no limit to the number of options. The traveler must select only one of the options
Q: Can I make this add-on optional?
A: Yes! Simply add an option like "No thanks" with the price of $0 to allow your Travelers to skip this add-on.
Q: Can I offer different add-ons for different trips?
A: Yes! If you want them to be the same, be sure to setup the options on your trip template or copy from another trip with the right options.
Q: Do I have to specify a consent prompt?
A: Yes. You're requiring them to select something extra, be sure the terms of that extra are clear, especially if provided by a third party! We recommend linking out to their terms (these will open in a new window).
Interested in this feature?
Upgrade to Plus (or above) to activate
Have suggestions to improve this feature?
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a Support Ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.