PLAN: Available on Plus and above.
➕ 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
Paid Booking Add-on Shows in Payment Schedule
👀 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.
How can I download who has chosen which add-on?
- Under Trip CRM
- Select the people you want included or click the checkbox in the header to select all visible people
-
Click on Export
-
Select "Booking Add-on selection summary"
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Click DOWNLOAD button
❓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).
Q: Can cancellation insurance purchased after registration be reflected and paid in full in YouLi?
Cancellation insurance is intended to be purchased at the time of registration, but sometimes travelers select “No thanks” during checkout and later change their mind.
Because cancellation insurance must be paid in full, we currently send travelers a Stripe payment link for late purchases. However, we would like to reflect the payment in YouLi and ideally create a line item that can be paid in full, rather than split across installments.
Is there a way to do this in YouLi?
A: Yes. You can add the cancellation insurance as a paid Highlight and then charge the traveler directly for the full amount.
Here’s the recommended workflow:
- Add cancellation insurance as a paid Highlight
- Go to Itinerary > Manage Highlights.
- Add the cancellation insurance as a Highlight.
- Set it to Shown on Invoice.
- Set the pricing to Price per Person.
- Enter the insurance amount, for example $500.
- Show the Highlight only to the relevant traveler
- To avoid confusing other travelers, you can make the Highlight visible only to the selected traveler who wants to add insurance after booking.
- Charge the traveler for the full insurance amount
- Go to the traveler’s payment area.
- Click Manage.
- Select Make a Charge.
- Choose the next installment — do not choose the full balance.
- Enter the cancellation insurance amount, for example $500.
- Add a note such as:
“Cancellation insurance purchased after registration.” - Make sure the radio button "Charge new Stripe payment method" is selected, then click PAY NOW
- Collect payment
- If the traveler has a saved credit card or ACH/bank payment method, you can charge that saved payment method.
- If not, you can enter their payment details while on the phone with them, with their permission.
- If the traveler has a saved credit card or ACH/bank payment method, you can charge that saved payment method.
This allows you to charge the traveler the full cancellation insurance amount upfront while also reflecting the insurance as a paid line item in YouLi.
At this time, this is the best workaround for collecting full payment on an add-on after registration, rather than having the amount divided across installments.