New Features - MAJOR Release 2.201 - Content Library + Stripe payment methods

🌤️ We delivered a MAJOR Release

Release date: May 14, 2025

That means we focused on a few big features, we also included small improvements and bug fixes that we can. 

If you're unsure how to read the notes or how to make the most of YouLi, you can schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.

ℹ️ Is this a release note? 

YES!

New Features in this Update:

📚 Early Adopters - Content Library

Early adopters can access Drag and Drop view now & all the new features below

Q: What's the difference between a Template and a Library?

A: So glad you asked! Templates are a collection of your entire itinerary, plus trip page settings, packages, tasks, planners, coupons - basically a copy of your trip to reuse for future departures of the same itinerary. 

With this update, you can now pull in individual Highlights & Itineraries from your existing Templates - which people have been using as a pseudo-library.

Coming next update: You'll be able to start building a library of Highlights & Itinerary items organized by folders rather than into specific itineraries. 

Perhaps that graphic is a bit over the top but felt appropriate given Jen's visit to Japan 🗾. 
Follow her adventures on Instagram stories to see more adventures like the owl 🦉 cafe:
 
Changes in this update:

• 🐞 Drag and Drop sort order should only apply when the item does NOT have a time - otherwise it should sort based on time #9998
• 💪 When adding an item from the itinerary, the date where you clicked from will be set for that new item #9965 #10051
• ⬅️ Add FROM Templates to Trips
• ➡️ Add TO Libary from Trips
• COMING SOON ⬅️ Add FROM Library to Trips
• COMING SOON ➡️ Add Folders to your Library
  
  

Yup, that's right, you can add TO your library, but not yet pull FROM the library. But not to worry, the FROM is coming very SOON! 

#10010 - Thanks to Educating Adventures for sponsoring the design

📊 Trip CRM - exports now include Booking Date and Reg Date

Before, the Booking and Registration Date fields were NOT included in the export from Trip CRM.

Now, due to popular demand, we've added two new fields to the export, just after the last Tracking field.

Things to be aware of:

• These dates will be in the Trip timezone
• The booking date will be populated even if they are Canceled, so be sure to check the Status too. That means you can check when they originally booked, even if they are now canceled.

👤 Export one row per person:

• Registration Date - empty if not yet registered (invited)
• Booking Date - empty if not booked

Learn more about exporting data from the Trip CRM

👥 Export one row per invitation group:

• Booking Date - empty if not booked

Learn more about downloading data with a row per booking

#9939 - Thanks to 265Travel for reporting

🏑 API Field Names - what are they good for?

Do you use Custom Forms to add whatever fields you need to collect from Travelers? Of course you do, they are awesome!

Now you can be free in your fields like Clara Nunes (that's the lady above dancing) 

API FIELD NAMES are set per field in Custom Forms, and they can be used via the API (duh) but now they can also be used when defining Configured Trip Reports, reducing confusion about fields that are the same across trips but might have different labels.

This happens because you learn from feedback to adjust the label to be more clear for your Travelers, so you change the label between departures. Just be sure all the same fields have the same API FIELD NAME and your reports will smoothly handle the label change.

How to set your API FIELD NAME: when adding or editing a field, scroll down and enter a unique API FIELD NAME (circled in green below):

Learn more about Configured Trip Reports to see if your process could be improved by defining one or more reports per trip based on the fields in your custom forms.

 

#8029 - Thanks to Select International for identifying the need for this

🔢 Display of selected Stripe payment method - not just cards

Ever wish you could tell which Stripe payment method was selected? Before we only showed a Stripe payment as:

• Stripe - Credit Card

Now we will record and display the ACTUAL type of payment selected via Stripe, for example:

• card
  • This includes ApplePay and GooglePay
• us_bank_account
  • This is also known as ACH and can take days to process
  • If you are a US company, you can enable this option
• afterpay
• and many more local payment methods depending on the options you enable

Look for these values anywhere you see the Payment Method, like this:

This will also appear in the email sent to Travelers for the payment confirmations.

When possible we will show this for pending payments, although that may change once the final payment is confirmed.

# 9094 - thanks to Live N Learn for Sponsoring

🛳️ Deck Plans & Rooming Maps
Now you can Allocate Rooms just on the backend!

If you haven't been adopting the Rooming Map / Deck Plan feature because you want to control the room allocation instead of letting your Travelers pick from the map - now you're in luck.

We can now install Rooming Maps or Deck Plans WITHOUT the visual that appears to your Traveler. Simply uncheck the Rooming Map from Trip Settings and it will be disabled on the Trip Page but the rooms will still be available to edit via Trip CRM.

This will allow you and your team to assign people uniquely to rooms on the Ship or in the Hotel (for the entire trip).

Learn more about Deck Plans (Rooming Maps)

OR: If you need room allocations per hotel (and you have more than one) - check out our Room Allocation feature.

#9829 - Thanks to our newest client who shall not be named ;-)

🕶️ Improved Error messaging - all Gateways

This is VERY rare, but important. It applies to these payment gateways:

• Stripe
• Square
• PayPal
• Cybersource
• Authorize.net

We strive to ensure that payments are processed smoothly, but sometimes there can be a glitch in the matrix and a payment doesn't properly complete - because we lose the connection with the gateway at a very critical moment. 

Unfortunately, when this happens we don't know if the card has been processed or not. So we now present a clear message to travelers that they should check their card before trying again to avoid being double charged.

This is the new error message in that case:

A charge may have been processed, please check your statement.

#9826 - Thanks to Prometour for reporting

✈️ Search and Book Flights via GDS (Sabre)

Continuing our partnership with Reho Study Tours, it is now possible to connect the YouLi platform with the flight booking application (white labelled as Sky). 

Included features:

• Configure promotional text for the account to prompt travelers to book their flights after booking onto a trip
• Per trip links to promote self-serve booking of flights - turn it on/off per trip 
• Per trip email domain restrictions (optional)
• Per trip fare codes to offer specific fares to different travelers based on which Trip they have booked into
• Per trip booking fees for flights - added on when they are booking their flight after spending all their time searching for the perfect option. 

#YFSB-40, 10047, 10065, 10019 - Thanks to Reho Study Tours for sponsoring

🐞💪 Bugs and Enhancements

• 🐞 10018 - Add Tour Series button had disappeared, it's baaack! HOTFIXED.
• 🐞 9946 - Rounding error sometime led to failed payment. FIXED
• 💪 9952 - Clarify that Site Settings "require email for invitation group members" only applies to Checkout Flow
• 💪 10028 - Manage Payments: Ensure that someone with a Past Due installment shows as Past Due, even if they also have Future payments do. 
• 🐞 10027 -  When negatively priced add-ons were added to bookings with more than one person, it could lead to a miscalculation that showed a “free package” when it is not actually free. FIXED! (thanks to Select for reporting)
• 💪 10017 - YouLi Admins can see what Trip Page Authentication policy has been selected per account to better support you.
• 💪 10046 - When Authentication is required, your users will be redirected to the Sign Up instead of Login (thanks to Reho for sponsoring)
• 💪 10049 - On Platform White Label, you can now configure the prompts on the Sign Up page to match your terms (thanks to Reho for sponsoring)
• 💪 9256 - When making manual payments: Don't allow Planner to select an installment that is not visible to Travelers to avoid confusion. (Thanks to The Black Onyx Group for reporting.)
• 🐞 10030 - Filtering on Trip CRM by the selected Booking Add-On would lose the filter and require a refresh. FIXED! (Thanks to Live N Learn for reporting)
• 💪 8815 - Manage Billing option added to upgrade page. This allows you to access your invoices and change your card, same as you can from the User Profile.
• 🐞 10035 - Searching in Templates was not matching on Trip Tags. FIXED!
  
  

 

🔜 COMING SOON

1. Min and Max people per trip (on top of the Package inventory)

2. More Content Library features

   1. Add FROM library
   2. Library folders
3. Email Domain Restrictions per trip
   1. Selling a trip to a specific school or corporate group? You might want to restrict the email addresses that can Checkout on the trip
   2. This is very powerful combined with our Sabre integration via Sky (in partnership with Reho Study Tours) for self-service ✈️ flight bookings including Student Fare codes.
4. Multi-factor authentication

 

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