This article only applies if you have purchased a White Label Mobile App. This is NOT included in any plans and requires a setup process that includes a testing phase.
If you would like to customize the wording, colors, images, or functionality, reach out to Sales to see whether a White Label App is the right fit for your brand
If your app is ready for testing or already in the App Stores, then read on!
Understanding your App
🤩 Frequently Asked Questions
Q: Which TRAVELERS are added to the app?
A: All REGISTERED TRAVELERS will be added as users on the app
Q: Can TRAVELERS see each other on the app?
A: They can see each other's names, and they can see communications in the shared group chat. But they cannot message 1:1 and they cannot see emails or phone numbers of each other. This is one of the advantages of the App over WhatsApp or other messaging apps.
Q: Can TRAVELERS opt-out of the app?
A: TRAVELERS are automatically loaded to the app so they can use it, but it is your discretion whether to make downloading mandatory. Their names will be listed in the app for other users whether or not they download it.
We recommend adding instructions in the registration near the FIRST NAME/LAST NAME fields to be clear that the values you they enter there will be seen in the app by other people on the trip, so they can use nicknames if they prefer. Then be sure to collect legal names in other fields.
Step 1: Downloading the App
If you've enabled the Your App tab from the Trip menu, you can download the app by selecting “View As Registered” and then clicking the App tab to experience the traveler journey firsthand. Alternatively, you can download the app directly from the App Store by searching for it.
Screenshots are using the client example "Solamoré" - your app will have YOUR branding.
- Apple App Store
Note that we cannot control the ads shown for your keywords in the app store
- Google Play Store
Step 2: Understand How to Log In to the App
Give Planners Access to the App
There are two ways to give a planner, coordinator, or support person access to a Trip in the app.
Option 1 (Recommended): Make Them the Trip Page Contact
Add the person as a Trip Planner and mark them as the Trip Page Contact, then push the changes to the app.
They must log in to the app using the same email address they use to log in to YouLi. The app will display every Trip where they are set as the Trip Page Contact.
The planner will also appear to travelers in:
- The Contact Us section of the Trip Page.
- The Staff tab in the app.
Use this option for a team member or external Trip coordinator who should be shown as the main traveler contact. If appropriate, the coordinator can have a limited or view-only YouLi role.
Option 2: Add Them as a Guest Manager
Use this option when the person needs traveler-level access to the app but should not appear as the Trip Page Contact on the Trip Page.
- Create a Traveler Category called Guest Manager.
- Add the planner or coordinator to the Trip as a traveler.
- Assign them to the Guest Manager category.
- Make sure their traveler profile has a valid email address.
- Confirm that they appear as REGISTERED in the Trip CRM.
- Select PUSH TO YOUR APP.
They can then log in to the app using the email address on their traveler profile.
NOTE: Adding someone as a Guest Manager does not give them planner permissions in YouLi. They will only see the Trip content available to their traveler profile and category.
Give Travelers Access to the App
Travelers can access a Trip in the app when:
- Their status is REGISTERED in the Trip CRM.
- Their traveler profile has a valid email address.
- You have selected PUSH TO YOUR APP after adding or updating them.
WARNING: Travelers without an email address on their YouLi Trip will not be pushed to the app. Add a valid email address to their traveler profile, then push the Trip again.
Travelers must log in using the same email address shown on their traveler profile. They will receive a one-time password (OTP) by email to complete the login.
If a traveler cannot see the Trip, confirm their status and email address, then push the Trip to the app again.
Travelers Using the Same Email Address
If multiple travelers share one email address, they will use the same app login and will only see one version of the Itinerary.
For individual access and personalized Trip information, each traveler should use a unique email address.
If one traveler uses the same email address to register for multiple Trips, all eligible Trips will appear in their app.
Step 3: Understand How to Push Changes from YouLi to Your App
Once you have downloaded the app and your Trip content is ready for testing, open the Trip CRM and select PUSH TO YOUR APP at the top of the page.
Use this button whenever you need to send:
- New or updated Trip content.
- Itinerary changes.
- Newly registered travelers.
Click this button whenever you need to push trip updates or newly booked travelers to the app.
There's no harm in pushing multiple times. In fact, you're likely to push many times.
Step 4: Turn On the App Tab on the Trip Page
Show the App on the Trip Page
Once your White Label App is ready, the YouLi team will help you add the correct App Store and Google Play download links.
Go to UPDATE TRIP → SETTINGS → Trip Page Menu Labels.
Find Your App and select the checkbox to make it visible. You can also customize the tab label shown to travelers.
Once enabled, travelers can select the app tab on their Trip Page and follow the link to download your app. Learn more about customizing the Trip Page menu and controlling what travelers see.
Test Your First Trip
Travelers are not automatically notified when you push a Trip to the app. This gives you time to test the traveler experience before inviting them to download it.
Create a Test Traveler
Create a Test Traveler with an email inbox you can access.
Make sure the Test Traveler:
- Has a valid email address.
- Appears as REGISTERED in the Trip CRM.
- Has the appropriate Traveler Category and Package.
- Has been pushed to the app using PUSH TO YOUR APP.
Log in as the Test Traveler on one device and as the Trip Planner on another. You can also ask a colleague to test one of the roles.
Using two separate devices allows you to properly test Chat, News & Updates, and the information visible to each user.
Test the Home Page
Confirm that the correct Trip appears on the Home page.
Open each of the three main buttons. Each button should open the correct section of the traveler’s Trip Page in the in-app browser.:
- Activities
- To Do’s
- Invoices
Test the Itinerary
Open Itinerary and confirm that:
- The Trip dates are correct.
- Activities appear on the correct days.
- Activity names, times, locations, images, and descriptions match the Trip Page.
- Hidden activities are not visible.
- Any traveler-specific content is shown to the correct Traveler Category or Package.
- Bookable Add-ons display the correct price and availability.
If you test an Add-on, confirm that selecting BOOK NOW adds the item to the Test Traveler’s invoice.
Test the Staff Tab
Open Staff and confirm that only the people set to appear as Trip Page Contacts are visible.
Test the Guests Tab
Open Guests and confirm that:
- Registered travelers are marked as Joined.
- Traveler names and profile images are correct.
- Private traveler information is not displayed.
Test Memories
Upload a test image to Memories.
Try both options:
- Attach the image to an Itinerary Activity.
- Attach the image to the overall Trip.
Confirm that other app users can see the image and use the available Like, Comment, Share, or Download options.
Delete the test image afterward if it should not remain on the Trip.
Consider adding a few approved photos before inviting travelers. This helps travelers understand how Memories works and encourages them to share their own photos.
Test Chat - News & Updates
Publish a test update as the Planner and confirm that the Test Traveler can see it.
Only Planners can publish News or important Trip Updates. Travelers can read these updates but cannot reply to them.
Test Chat - Group Chat
Send messages from both the Planner and Test Traveler accounts.
Confirm that:
- Planners and travelers can send messages.
- Everyone in the Group Chat can see the conversation.
- Replies appear on both devices.
- A newly joined traveler can see the previous Group Chat history.
Do not use real personal or sensitive information while testing.
Test Chat - Customer Support Chat
Start a Customer Support or Support Chat conversation as the Test Traveler.
Confirm that:
- The traveler can select an available Planner.
- Messages are visible only to that traveler and Planner.
- The Planner can reply.
- Other travelers cannot see the conversation.
Each Support Chat is a private, one-to-one conversation between a traveler and a Planner.
Test Multiple Trips
If the Test Traveler has access to more than one Trip, confirm that all expected Trips appear.
Swipe horizontally to move between Trips, or open the side menu to select another Trip.
Go to Side Menu → Archived Trips and test hiding and restoring a Trip. Remember that archiving only changes whether the Trip appears in the app. It does not cancel the booking or remove the traveler from YouLi.
Complete the Test
Fix any incorrect content or settings in YouLi, then select PUSH TO YOUR APP again.
There is no harm in pushing the Trip multiple times. Repeat the test until the traveler experience is ready.
Once testing is complete, send travelers a Group Message with the app download and login instructions.
Remove a Test Account from the App
Use the following steps only to clean up a Test Traveler account that uses an inbox you control:
- Confirm that the Test Traveler’s login email is an inbox you can access.
- Log in to the app as the Test Traveler.
- Go to Side Menu → My Profile → Account Information.
- Select Delete Account.
- Review the warning and confirm the deletion.
Deleting an account may permanently remove access to app Trips, Chats, and Memories. Do not test this action with a real traveler’s account.
If a real travelers ask to have their information removed, verify their request and follow your organization’s privacy process. We recommend that the Planner or support team assist with the request to reduce the risk of accidental deletion.
Onboarding Travelers onto the App
Invite Travelers to Download the App
Travelers do not automatically receive an email invitation when they are pushed to the app.
Once your app and Trip content are ready, send a Group Message to let travelers know they can download and access the app.
We recommend including:
- The app download link
- A reminder to log in with the same email address used for Trip registration
- A note that they will receive a one-time password (OTP) by email
- A contact method in case they need help
- If you do not have your own App Traveler Handbook, you can also send them this article: White Label App Traveler Handbook
🛠️ Troubleshooting
Contact us to configure your API Key
If you see this error, then your integration is not complete, contact support or your account manager to check on the status of your integration and ensure your API Key is properly installed.
Why can’t my traveler see the Trip Page?
-
Check if you have pushed the trip to the app.
Make sure the traveler was properly pushed to the app from the TripBoard. -
Ask the traveler whether they created an account using a different email address.
If they registered with the wrong email, they won’t be able to see the trip because the account won’t match the email you pushed.
🤩 Get a Demo
To preview what the White Label App can look like for your group trips, Book a session with Sales for a demo!