New Features - Minor Release 2.198 - Mar 20, 2025 - Public Trips restrictions & lots of fixes

🌤️ This is a Minor Release

That means we didn't release any big new features, we focused on small improvements and bug fixes. There is still a lot of change here, but not everything will impact every user. 

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.

❌ Make your Trips Public

As we grow, we've found that sometimes free features get abused, so we've had to restrict access to the Public Trip feature.

Not to worry, if you have a paid plan or are connected to a Gateway, you'll still have access to make Public Trips.

If you can no longer make your Trips Public, follow the instructions to Upgrade or connect Stripe to be able to make Trips Public.

You'll see this prompt:

Simply click to:

1. Upgrade to any paid plan

OR

2. Connect to Stripe 

Once done, you'll see the Public option

If you do NOT see the option, open a Support Ticket and we'll get you sorted.

#9850

💱👉 AutoPay Trials for All Stripe connected Accounts👈💱

Trial ends April 10th- get started for free now!

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? 

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

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

This update includes these changes

• 9734, 9634 - Smarter handling of AutoPay payments when the amount owing changes after enrollment, including generating an error when the owed amount is negative.
• 9635 - Warning when disabling AutoPay

✅ Planner Payment Notification now uses Proper Label

When you are notified of a payment which defaults to the label "Bank Transfer", it was hardcoded as "Bank Transfer" in the email you received, even if you changed it for your Travelers. It always sent the right label to your Travelers, it was just the email you received that was incorrect.

It will now match the edited version you provide per trip under PRICING, below is shown the default case, but it can be changed to be another label, like "Zelle" or "Bitcoin", etc.

Learn more about 0% Booking Fees with Direct Payment Methods

# 9830 - thanks to 265Travel for reporting

🏦 Manage Payments Prompts Improved

YouLi automatically generates invoices for people, and these can be for multiple people (in an invitation group).  

But sometimes people don't pay via the Trip Page Invoice, maybe they pay by Check or Bank Transfer or hand you cash. Whatever the reason, you might need to record some payment in Manage Payments and we make that really easy.

Now we've made it clearer what these manual adjustments are doing:

1. Make a Charge (Stripe/Square)

2. Record Manual Payment 

3. Apply Credit

4. Manual Refund - this does NOT actually issue a refund, it just records that a refund has been given outside the system.

Special Case: When these actions are taken on a person with an overallocation in an invitation group, the only option presented will be to "Apply Only to This Person", to be clear that it cannot be split.

To learn more about the impact of these actions, you might want to read about how installments and allocations work when you're applying manual adjustments.

# 9899, 9912

🐞 FIXED: Checkout Flow + Coupons + Group Payment Options

We fixed an issue that was not applying the Coupon properly to the balance in the Payment Schedule table when changing Group Payment Options. It was being applied to the balance in the invoice, just not in the payment schedule table, which caused confusion.

This has been fixed for Checkout Flow for all Payment Schedule Modes.

#9824

🐞 FIXED: Booking Add-On + Coupons

We fixed an issue that was showing a Traveler as overpaid when they had selected a Booking Add-on and applied a Coupon.

This has been fixed for Manage Payments options and on the Trip Page invoice.

#9901

📨 Trip Page Text Based on Traveler Status

Based on user feedback, we have revised the labels shown above the Trip Name based on the Traveler Status. They are now better aligned to our statuses. You can still edit the text as you see fit.

In the screenshot the "YOU'RE GOING TO" is variable text you can configure based on four different cases noted below.

• Public / Invited 
  • When someone is viewing a Share Trip Link OR
  • When someone has been sent an Invitation and has not yet Registered
• Registered but not Booked
  • For Register to Pay flow after someone registers in the first form but has not made a payment yet
• Booked (including free)
  • Once they have made at least one payment OR
  • Their Pre-Pay total is zero (they are not paying for the trip or it is free for them)
• Declined / Canceled
  • When someone declines an invitation OR
  • When someone who was Booked is changed to Canceled.

Adjust these settings by clicking the pencil to UPDATE TRIP and then click SETTINGS

Before these were the cases:

Now these are your cases:

# 9035 

🐞 Bug Fixes & Enhancements

• 💪 9902 - Drag and Drop now shows a hand cursor when hovering over the drag and drop control
• 💪 9813 - Upgrade of Microform for Cybersource payments - reported by LLV
• 💪 9866 - Room Blocks permission is now shown to YouLi admins to provide better support
• 💪 9860 - Remove the cropping on uploaded images for Custom Forms that caused blurry images - reported by Educating Adventures
• 💪 9913 - Allow Trip Coordinators to send messages from any Listed Contact - reported by Select

• 💪 9729 - If there are people that have responded YES to an Add-on, then it is no longer possible to change the add-on to be another type (included or optional). This protects the Trip from having incorrect Booking Status for Travelers who selected the Add-on since they may have already paid for the item. To make a change, simply remove all responses for the item.

• 🐞 9836 - Trips I'm Planning Dashboard sometimes showed the wrong number of Booked people. FIXED - reported by Prometour CA
• 🐞 9897 - Eliminated potential for duplicate Order IDs via Paypal. HOTFIXED - reported by Prometour CA
• 🐞 9907 - Some users could not Record Manual Payments. HOTFIXED - reported by Select
• 🐞 9908 - Change Manual Refunds to split evenly (instead of the smart allocation). HOTFIXED
• 🐞 9796 - Corrected the Task response counts to be unique per person so they are not overcounted when a duplicate response was submitted - reported by LiveNLearn
• 🐞 9865 - Fully Paid person was showing in the "Booked & Owing" filter on Manage Payments when they did not make the payments themselves (they had a payment allocation in their Invitation Group). FIXED - reported by Rockstar
• 🐞 9905 - Fixed the YouLi logo in Stripe payment embed on Upgrade
  
  

🔜 COMING SOON

📐 AutoPay Trials

• 9895 - Don't validate values for AutoPay settings when not enabled

🙇 Payment Schedule Smarter Sorting

Previously the Payment Schedule would sort based purely on due date, which could get messy when dynamic dates came into play and people book late. Sometimes the balance would appear above paid installments and other odd cases.

Installments will now sort according to their status for each invoice (personalized to their plan) and THEN their due date:

1. Fully paid - sort by due date

2. Part paid - sort by due date

3. Unpaid - sort by due date

4. Balance - always at the bottom regardless of any payments/due dates

#9805

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