New Features - MAJOR Release 2.197 - Mar, 2025 - AutoPay Trail for ALL Stripe accounts + Drag and Drop Itinerary (Early Adopters Only)

💱👉 AutoPay Trials for All Stripe connected Accounts👈💱

Ready to enable automated payments? Join our free trial 

• Tired of chasing payments after the reminders are ignored?
• Do you offer a lot of installments?
• Seeing too many Past Due triangles ⚠️ in your Manage Payments report? 

During the trial, we're making improvements based on participant feedback and there is no fee for using the feature.

1. Watch the quick loom below to get started
2. Enable in your account
3. Encourage your Travelers to enroll
   1. works for ACH and Credit Card 
4. Watch the money come in automatically

#9780 - Updated to remove schedule payments when

1. a Trip is Archived
2. a Trip is changed to Brochure Mode
3. a Traveler is Canceled
4. AutoPay is disabled at the account level

Trial ends late April - get started now!

Be sure to read the full article for more details about your Traveler experience: 👉 Learn more about AutoPay

👀 Sneak Peek: Content Library Preview - Drag and Drop

Thanks to a sponsoring client, we are releasing the first phase of our Content Library to Early Adopters.

This phase includes the ability to:

• Search the Name or Description
  
• Filter by Traveler to see personalized itineraries without having to leave the Planner view
• Drag & Drop Highlights (no more need to click in to re-sort)
  • Not available on mobile

• Drag & Drop Itinerary items to new dates (no more need to click in to change the date)
  • Not available on mobile

We’ll walk you through the designs and gather your feedback before we launch to sponsoring clients in the next two months and all clients later this year.

#9767, 9876

❌ How-to Cancel a Traveler

In case you've missed our various enhancements, we've made a consolidated article on the best way to Cancel a Traveler who has already paid.

It covers 3 cases:

1. No refund
2. Partial refund
3. Full refund

Learn more about how we recommend to Cancel a Traveler - and remember you can also Transfer them!

Remember that Stripe Refunds have changed to have a Pending State - so keep an eye out to confirm the refund actually went through.

🤓 Smarter Allocation of Manual Payments for Invitation Groups

Previously, when adding a Manual Payment, the option was to apply it to one person in the Invitation Group or "Split Evenly". This caused incorrect allocations when people owed different amounts in the group.

Now the same logic that gets applied on the Trip Page when a Traveler is making a payment is applied when a Planner Records a Manual Payment.

Previous (dumber) Option:

New (smarter) Options:

• Split across the invitation group installments dynamically

• Apply only to this person across installments dynamically

Previously the amount would have been allocated to one installment even if that was an overallocation, now it will be applied dynamically across installments

Keen for an example of the way allocations now work? Read more about the way allocations are now applied.

📤 Who Can Send Email Messages on Trips?

YouLi offers a number of User Roles. We've cleaned up the rules about who can email your Travelers from YouLi.

• Trip Coordinator

  • Can only send messages if they are a Trip Page Contact

    • Otherwise they will see an error if they attempt to send message
  • Can only send "from" their email address
    • The REPLY-TO will be their email address and the FRIENDLY FROM will be their name
    • The actual FROM address will be "reply@youli.io" since we are not authenticated to send from their domain. If your account has White Label Email Sending, they must be a Team Member (or a Custom Role) to take advantage of the authenticated domain.

• Co-Planner

  • Same rules as Trip Coordinator

• Team Member or Team Admin or Team Owner

  • Can send messages by default

  • Can send "from" any email that is "Listed as a Contact" on the Trip
    • Note that if the User is not a Trip Contact, they cannot send from their email address
    • The REPLY-TO will be their email address and the FRIENDLY FROM will be their name
    • The actual FROM address will either be "reply@youli.io", OR if your account has White Label Email Sending, and the selected address matches the authenticated domain, it will be FROM the selected email address.
• Custom Role
  • Can only send messages IF that permission has been granted to this role
  • If granted, then they can send "from" any email that is "Listed as a Contact" on the Trip
    • Note that if the User is not a Trip Contact, they cannot send from their email address
    • The REPLY-TO will be their email address and the FRIENDLY FROM will be their name
    • The actual FROM address will either be "reply@youli.io", OR if your account has White Label Email Sending, and the selected address matches the authenticated domain, it will be FROM the selected email address.

• Affiliate in Affiliate Referral Report

  • Only accessible to Affiliates who have bookings on Trips
  • They can only send to the people they have referred, not the full list of people in the Trip CRM
  • When a message is sent, they are always sent from the Affiliate - there is no choice
    • The REPLY-TO will be their email address and the FRIENDLY FROM will be their name

• • • The actual FROM address will be "reply@youli.io" since we are not authenticated to send from their domain. If your account has White Label Email Sending, they must be a Team Member (or a Custom Role) to take advantage of the authenticated domain.

• Booking Report & Duty of Care Report

  • Only accessible to Team Members and Custom Roles with the permission granted
  • When messages are sent, they are always sent from the Main Contact - there is no choice

• YouLi Support Staff

  • When YouLi staff is asked to assist, they have access to send from any Trip Page Contact
  • This will only be done by YouLi staff when requested by the Main Contact in writing (via chat or support request)

#9800 - Thanks to Select International for highlighting inconsistencies that have been corrected

📊 New Columns in Bookings Export

Last update we added some amazing new information in the Bookings Report - so you can see your inventory across trips.

In this update, we've added that data to the export.

Add 5 columns:

1. Sold Inventory (count of Bookings, not People)

2. Total Inventory (count of Bookings, not People)

   1. Blank if packages are Unlimited

3. Currency Code

4. Paid (Amount Paid to date for the trip)

5. Owing (Amount owing for the trip)

#9807 - Thanks to our Australian client (you know who you are) for raising :D

🐞 Bug Fixes & Enhancements

• 💪 9840 - footer on Trip Page no longer updates every minute - to reduce load on systems - Thanks to Select for reporting.
• 💪 9868 - Hotfixed - refunds not initiated by YouLi were making for noisy logs.
• 💪 9855 - For accounts with Suppliers and Enhanced Itinerary, allow blank Itinerary Types
• 💪 9849 - For accessibility reasons we have darkened the font on our table headers
• 💪 9848 - Do not show booking status for Brochure Mode Trips in Trip CRM. To avoid confusion we now only show Registration status
• 💪 7947 - Platform White Label enhancements to ensure proper branding on error pages
• 💪 9845, 9846 - More White Label App enhancements to include Highlight content in App. Fix broken URLs for non cropped images.
• 🐞 9440 - Team members were being prompted to upgrade for tour series - FIXED!
• 🐞 9854 - Only show Stripe refund pending alert to Stripe refunds, not PayPal, Square, etc - thanks to Prometour for raising
• 🐞 9856 - Hotfixed - some old trips showed an error to Planners because of encoded Traveler avatar image URLs. Thanks to Select for reporting.
• 🐞 9828 - Dynamic installments were showing as overdue to Planners when the installment was not visible on Trip Page - FIXED!
• 🐞 9861 - Some people were showing as overdue to Planners even when they owed $0 (and were not overdue on Trip Page) - FIXED!
• 🐞 9243 - Booking Add-on was not being included in the amount owing calculations in the Trip CRM exports - FIXED!
  
  

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