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How-to: Use your White Label Mobile App

Whether you are testing your first trip or onboarding your next set of travelers onto your White Label (Branded) Mobile App, this article guides you through the process.

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're ready to take your brand to the next level, reach out to Sales about whether White Label App is right for you.

If your app is ready for testing or already in the App Stores, then read on!

Downloading the App

Once your app is ready, you'll be able to search for it in.

Screenshots are using the client example "Reho Study Tours" - 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

 

Example Branding

This example is Solamoré and showcases the brand color and splash image on the homescreen of the app plus the main screens in the app. Specifics will vary per trip, but these elements will be consistent.

 

 

 

Pushing from YouLi to your App

So you're app is on the app store, your customers are booked and you're ready to launch your trip to the App?

Once your trip is ready to go, you can find the "PUSH TO YOUR APP" button on top of the Trip CRM as shown:

Screenshot 2024-10-21 at 5.46.04 PM

Click the new button whenever you need to push your trip changes and new booked travelers to the app.

There's no harm in pushing multiple times. In fact, you're likely to push many times.

Before pushing be sure:

  • You're itinerary data is correct (what you want your Travelers to see)
  • All the people you want to have access to the app are:
    • Showing as "REGISTERED" in the Trip CRM
    • Have a unique email address 

WARNING: People who do not have an email on their YouLi Trip will NOT be pushed to the App. So you'll need to add an email before pushing to ensure they can access their trip

People sharing email addresses will only see one version of the itinerary in the app.

Testing your first Trip

No automatic notifications are sent to Travelers, so you can test things out before you onboard them.

Be sure to create a test Traveler so you can see what their experience is like - you'll need to login as them on one device and as a Planner in another device (or work with a colleague) to properly test.

Understanding your App

This example is the Solamoré White Label App. If you would like to customize wording, color, images, or even functionality, reach out to Sales to check if it's right for you, or for more details.

Onboarding Planners onto the App

Note: Your team members can create a planner account that can be used for all trips via Login page > Staff Sign-Up.

Once they are assigned to a trip, add them to the trip so they can message anyone directly via the app and appear as "REGISTERED" in the Trip CRM.

You can add multiple planners to the trip, assign them a $0 price package, or edit their personal best price to $0 to ensure they are all booked.

If you want to add a Trip Coordinator (view-only role) to a single trip, make sure they have accepted the invitation. Then, add them as a traveler and push to the app. After that, they can create an account in the app and use their own password to log in as a planner.

All the UI of the App is same with the traveler, only the Chat Page is different.

 

Tour Chat

  • News/Update: Publish news or updates
  • Group Chat: Chat with all travelers
  • Internal Staff Chat: Chat with all planners

Guest Chats

  • 1:1 Chat with all Travelers

 

Onboarding Travelers onto the App

Login 

All Registered Travelers from the Trip that was pushed are added with a password of their Reference code from their invoice 

They must use the email they registered on the trip with.

The traveler who logs in for the first time with a reference code will be prompted to change their password upon login.

Home Page

  1. The little dot on the top right corner indicates how many trips this traveler has joined with this email address.

    1. It will only appear when the traveler uses the same email address to join multiple trips. They can swipe left and right to view different trips.

  2. Trip Name

  3. Trip Start Date and End Date

  4. Activities | To-Do's | Invoice

    • Activities: Opens the Itinerary page to review all itinerary items or change the selections of add-ons and optional items. This label can be configured when setting up your WLA.

    • To-Do's: Opens the Tasks page to complete tasks or update their answers. This label can be configured when setting up your WLA.

    • Invoice: Opens the Invoice page to check their invoice, change their selection of add-ons, and make a payment. This label can be configured when setting up your WLA.

  5. Itinerary | Event Crew | Overview | Highlights

    • Itinerary: This is the default homepage view, which includes the itinerary calendar and the list of itinerary items found in Section 6

    • Event Crew: Trip page contacts, including profile picture, name, and email
    • Overview: Trip description
    • Highlights: Trip highlights items

      The highlights will appear as a bubble bar that travelers can swipe left and right to browse.

      Each highlight item will appear as a single card, and its image will be larger compared to itinerary items. Travelers can click "View More" to see the details. When scrolling down, they can click the "Return to Top" icon to quickly return to the top of the page.



  6. Itinerary calendar and itineraries 
    • itinerary calendar
      Itinerary calendar are using weekly view. The dots under the date indicate how many itineraries are under that date.

      You can choose to set the default view to Weekly, 2 Weeks, or Month view — or fix it to a specific view when setting up your WLA.

    • Itineraries
      Only displays each itinerary's start time (if available) or "All Day" along with the title. When clicked, it shows the details, including the start and end time and description.

 

If an itinerary item is an add-on or optional item, it includes a call-to-action box. Travelers can click the call-to-action box to open the itinerary page and change their selection. When the item is booked, the button will display "You've Booked"; otherwise, it will display "Book Now."

The text for the call-to-action box and button can be configured when setting up your WLA.

Chat Page

  • New Update
    Planners can send updates here. All travelers will see these updates as notifications.
    Replies are not allowed

  • Group Chat
    A chat with the planner where all planners and travelers can reply to each other

  • Customer Service
    A 1:1 chat between travelers and planners

Profile Page

This page displays basic personal information, including avatar, name, email, and phone number pulled from YouLi.

There are also three buttons:

  • Manage My Profile: Opens the trip page, allowing users to update their personal information without requiring the planner to push changes to trips

  • Change Password: Allows users to change their login password

  • Logout: Logs the user out of their account

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.

Screenshot 2024-10-21 at 6.13.46 PM

 

 

Need more help? 

Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a 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.