HOW-TO
      Back to home
      1. Help Center
      2. HOW-TO

      How-to: Assign Your Traveler to a Category

      connecting_teams

      NOTE: Traveler categories are not available on all plans. If you have Traveler categories, contact us so we can enable them.

      1. How to assign a Traveler Category

      • Go to MANAGE PEOPLE & REPORTS

      • Hover over the Traveler and click EDIT

      How to assign a Traveler Category

      2. Select the Category from the drop-down

      • Scroll until you see CATEGORY

      • Select the Category you want to assign the Traveler

      • Click UPDATE

      Select the Category from the drop-down

       

      NOTE: If you do not see CATEGORY as an option, your plan does not include Categories. If you do see Category as an option, but you do not have any Categories to select from, you need to contact us to enable your specific Catagories.

       

      Need more help? 

      Reach out to the YouLi Support Team via the 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, and we will walk you through options & best practices.