New Features - Minor Release 2.202 - May 2025 - Content Library updates

🌤️ This is a Minor Release

That means we focused on a few improvements and bug fixes.

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! You can use these features right now if you have the right plan.

New Features

⚠️ Global Bookings Report - filter by Booking & Past Due / Due In Future

Tired of scanning through each Trip for a list of the past due payments? Now you can simply filter across all Trips.

Filter by: Booked & Past Due

Show only the bookings that have a past due installment.

Filter by: Booked & Due in Future

Show only the bookings that have payments due in Future (no past due payments and not paid in full)

#9687

🔢 Content Library: Now Add FROM Library + Create Top Level Folders

Last update you could add TO the library, now you can also add FROM the library (as well as FROM Templates) and add Folders at the top level to help you organize.

We've also changed TEMPLATE to TEMPLATES in the popup.

Extra things you can do:

• When adding TO the library, the MAIN Image for the item will be COPIED
  • That means if you ever delete the Trip it came from, the Library item will not lose it's image 
  • When adding FROM the library, that image will be REFERENCED
    • So if the library image file is changed, all the children will get the updated image - this change is not currently supported via the UI - but will be possible in future.
• Search Template Names
• Search Library Item Names and Descriptions
• Add top level Folders when using the ADD TO LIBRARY feature
  • When adding a folder, you might need to scroll down to view it
  • When created, it will default to adding the current item to the new Folder
  • If the item is not added, the folder will not be saved
    
    

We have also refined permissions, so only Team Members can use the Library - that means Co-Planners cannot use the feature. (early adopters are added per User, so this will only matter when this is released as General Availability in July)

• Only show the "Add FROM" button to users who ARE in the Trip Owner’s team and have edit permission for itinerary items.
• Only show the "Add TO" button to users who ARE in the Trip Owner’s team and have edit permission for itinerary items.

 

Things coming in future updates:

• Add Sub-folders
• Moving items in the libarary
• Editing and deleting items in the library

#10063, 10074, 10106, 10097, 10105, 10084, 10072

🔢 New Styles! More readable forms when Updating Trip

Remember that if you have Platform White Label (PWL), the font used on these pages will be your selected PWL Font, which can be different from the Trip Page Font set under ACCOUNT -> SITE SETTINGS

Here's an example of the new style plus a few changes to headings/groupings:

1. "Allow people to register in invitation groups" is now "Group Registration"
2. "Group Registrations" and "Require specific email domains" are grouped under "GROUP & EMAIL DOMAIN OPTIONS"
3. The prompts for Register to Pay are now under a heading that makes that clear: "REGISTER TO PAY PROMPTS (DOES NOT APPLY ON CHECKOUT FLOW)"

# 10095 

 

🔢 More data in Payment Webhooks (Zapier) to improve your Accounting integration

Tired of manually loading data from Stripe or YouLi into your accounting platform (like Xero or Quickbooks)? Time to automate with real time data flows between YouLi and your Accounting solution.

• Trip Tags will now populate for TESTs in Zapier - making it much easier to setup Zaps based on Trip Tags
• ChargeID to make reconciliation with Stripe (and other gateways) a snap
• For existing webhooks: Data about selected Booking Add-on, Line Items, and Itinerary Add-ons
  
  
  • COMING SOON: New webhook to alert when these items are added/removed for a Traveler

Be sure to join our upcoming Travel Tech Cafe to talk about Zapier and how to connect it to your Account Platform (like Quickbooks or Xero)

#10055, 10060 - Thanks to Reho and Live N Learn for sponsoring these changes

🔢 Require Specific Email Domains per Trip - learn more

If you sell B2B you might have a trip that needs to be restricted to people with certain email domains, like "@thatschool.edu". Use this Trip Setting to add the restriction.

# 10059 - Thanks to Reho for sponsoring.

🐞 FIXED: Failed Deposit Payment no longer looks "PAID"

We had cases where a failed Deposit would show as Paid. This issue was introduced when we added the concept of "Paid in Full" for installments - which allows us to avoid changing the amount of an installment once it has been "Paid in Full". Learn more about Payment Allocations.

This is the case we have fixed:

#10026 - Thanks to Live N Learn for reporting

🔢 Flight Search and Book Enhancements

Continuing our partnership with Reho Study Tours, it is now possible to configure the YouLi platform to connect to 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. 

# 10070, 10059, 10062 

🐞💪 Bugs and Enhancements

• 🐞 10058 - When using the "Show this message in popup after registration" feature under Trip Settings - it was breaking in some mobile devices - causing the user to have to refresh and not seeing the intended message. HOT-FIXED
• 🐞 10054 - Failed Payments will no longer change the sort order of installments in the Payment Schedule table - this caused confusion when a payment was not successful, but the installment moved to the bottom. FIXED!
• 🐞 9925 - Sometimes Payments got stuck in PENDING state but showed as SUCCESS in Stripe. We have added an update to make sure this doesn't happen as frequently. Please report if you have this issue in future. 
• 💪 10052 - Link to the correct help article when doing a COPY or TRANSFER from the TripBoard 
• 💪 9968 - You can now use the COPY/TRANSFER feature from the Mobile TripBoard, as well as the VIEW AS and EDIT features
• 💪 9953 - You can now either UPGRADE to get Travefy itineraries embedded, or DISMISS if you don't use Travefy.
  
• 💪 10075 - Upgrade to get Booking Add-ons (no sales call required).  
• 💪 10086 - Ensure the "Show this message in popup after registration" is shown on the Sign Up form when users are redirected after making a booking based on the Authentication settings.
• 💪 10003 - Improved forgot password template for White Label mobile app

 

🔜 COMING SOON

🔢 Email Booking Notification for non-card payment methods via Stripe (like ACH) & Failed Payment (post pending booking) email notification

MFA for Early Adopters

Min and Max for Early Adopters

Pre and Post for Early Aopters

 

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