New Features - MAJOR Release 2.209 - 30 day trials, Automatic Late Fees and much more.

🌤️ This is a MAJOR Release

Released: Oct 2, 2025

That means we focused on big features, we also include 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, and we will walk you through the features and best practices.

Focus Features in this Update:

🆓 1 month free trial for PRO, PLUS and GROW

If you're still Exploring and want to see if the features on Plus (or Pro or Grow) meet your needs, you can jump on for a 1 month free trial, enter your credit card and launch your trips before your first invoice!

Start when it seems too early - Upgrade today!

LITE is still the cheapest way to get started, so it doesn't have a free trial option.

#10395, 10394

📤 Balance Payment Reminder Even When Partial Payment Applied

Once a partial payment (or chip away payment) has been applied to an installment, the reminders stop.

This was true for the balance installment as well, but after receiving customer feedback, we realized, reminders should still be sent even if the balance has a partial payment.

So now, reminders will be sent for the Balance Due installment as long as there is any amount due. 

#10405 - thanks to Select for reporting

📒 Notes keep getting Richer

Last time it was Trip Notes, this time it is the Planner Notes for each Traveler. 

We have converted from simple text to Rich Text, so you can use bullets, formatting and colors to take more detailed notes that are easier to read.

BEFORE: Planner notes were just a bunch of text.

Now, you can apply more formatting when you edit:

Which will display on the TripBoard like:

#10357

📒 New Trip CRM Styling

We are working through a lot of changes to our styles, this time we are updating Trip CRM. More changes are coming to provide alternative sort options.

BEFORE:

NOW:

• The Traveler name is no longer forced into Uppercase
• The status icons have been updated
• The package name is now showing in the table
• The Last Viewed Trip date has been moved into the expanded row
• The carrot to expand the row is now right aligned

New Icons

 

🔢 General Availability - Automatic Late Fees & Cancellation

You know it's time to explore this feature when:

• ⚠️ Do you see too many orange triangles in your Manage Payments report?
• 📤 The three automated reminders just don't seem to cut through?
• 🕙 You have a late-fee policy but it's a hassle to implement and you HATE feeling like the bad guy

Now this feature is available on Plus and above. 

Learn more
 
#10433, 10390

📁 Edit Content Library Folder Name

Now you can edit the name of a Folder in the Content Library

Need to delete? 

1. Delete or move all the items in the Folder 🗑️
2. It will magically delete itself ✨

#10346 - Thanks to Educating Adventures 

 

🐞 Bug Fixes & Small enhancements

• 💪10365 - Content Library style fixes - should look a bit cleaner 🚿 
• 🐞10374 - Crop to Fit setting was lost when adding a new photo in a Content Library Item - FIXED!
• 💪10388 - RESPONSES action on Templates hidden for Tasks. 
• 🐞10456 - Do NOT copy Global Image Library images when pulling Content Library Items into a Trip/Template
• 🐞10455 - Content Library should reference Global Image Library if that feature is enabled
• 💪10383 - Changed PURCHASE NOW link to go to article about paying for 1:1 Personalize Support
• 🐞10427 - Block incorrect image uploads in description fields. Thanks to Zoe for reporting
• 💪10452, 10454 - Improve efficiency of 404 error pages to reduce load from bots
• 🐞10358 - Error which switching to brochure mode after setting a min/max on a Trip - FIXED! 
• 💪10408 - Block SEND MESSAGE feature for new accounts. Require an upgrade or contact support to prove you're a good human.
• 💪10463 - Handle change of country values from Australian Smartraveler alerts to include Palestine.
  
  

✨ SPONSORED FEATURES

✅ Task Library 

Managing your tasks and forms to ensure consistency across trips can be challenging, now it's achievable with the Task Library.

• Add TO Library
• Add FROM Library
• Ensure synced Tasks remain synced when Trips/Templates are copied

#10419, 10414, 10387, 10417

 

💪 API_FIELD_NAME can be duplicated if Category is distinct

If you need this feature, you know you're at the top of your automation and data game. This allows you to set API_FIELD_NAME values in your Task Forms to be the same as another Task, as long as the Traveler Category for the Task is not the same as the duplicate. 

This is powerful because it allows you to generate reports that reference the API_FIELD_NAME and get the field that matches for each Traveler.

This matters when you have, for example, a Student and a Teacher registration form. Maybe 40% of the fields are the same data (and would have duplicate API_FIELD_NAMES). Now that this is allowed you can have the FIRST_NAME and LAST_NAME fields in both forms have the same API_FIELD_NAME because the Category of each Task is set to 'Student' or 'Teacher'. 

So your Configured Reports (and exports from Trip CRM) will have just ONE column for FIRST_NAME instead of one for each form as it does now.

#10240

🔂 Content Library Item Changes Sync to Children 

When a change is made to an item in the Content Library, any children items that are synced will automatically be updated based on the change.

COMING SOON to Task Library.

#10423

💲 Affiliate Profile Pricing 

For accounts with Affiliate Profiles, you can now set pricing for Affiliates that is different from the Public Price.

This works with embeds and allows you to restrict packages to just certain Affiliate Profiles.

Link Affiliate Profiles to Trips - so only the linked Affiliates can sell the Trip with the Affiliate price.

Go even further and create packages that can only be sold by certain Affiliate Profiles:

#10339

🔢 Reservations across Pre/Post Tours and Packages 

Want to allow people to book more than one package in the same group? You need reservations!

Here's an example of a basic reservation example where a couple has booked the Main Tour (Southwest) and the Pre Tour (Denver to Moab). 

Note the ability to add another person to the room or add another person in another room on the same reservation.

Reservations combine bookings across Main, Pre and Post Tours and within a Trip across packages/rooms types. The invoice is still consolidated and even the Tasks are merged.

This feature is in active development and only available to sponsoring clients right now.

#10321

 

🔜 COMING SOON

Not scheduled for this release, but we are working on more things coming soon.