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New Features: Minor Release 226 - July 30, 2026

Request a Custom Role, Easier Transfer to other Trips, Duty of Care Map and Destination Alerts

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New Features Index of Releases - history of our recent updates

🌤️ This is a Minor Release

Released: July 30, 2026

That means we focused on a few fixes and enhancements

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.

💬 Make YouLi Yours 🤗

👉👉 Book a demo to see these features in action 👈👈

Need to generate rooming reports for hotels, resorts, or villas?

Watch our latest Taming your Tech Stack video...

In this video, we walk through how to export rooming lists in YouLi when using Package Level Inventory, and share practical tips for setting up packages so room assignments work smoothly from booking through to departure.


You'll learn:

✅ How to group travellers by package in the Trips CRM
✅ The difference between exporting one row per traveller and one row per room (invitation group)
✅ How invitation groups affect rooming reports
✅ The hidden Rooming Report feature and how to access it
✅ Adding room numbers and custom report columns
✅ Managing roommates while keeping invoices and traveller data separate
✅ Best practices for configuring package occupancy rules
✅ How package setup impacts rooming report accuracy

Whether you sell single, double, couple, or multi-occupancy packages, this tutorial will help you streamline room allocations and create cleaner rooming reports for accommodation providers.

💡 Want access to the Rooming Report we demonstrated? Get in touch and let us know what information you'd like included in your reports.

Focus Features in this Update:

👫 Custom Roles

You know about our Standard Roles, but if you need to provide a more nuanced role, now you can easily request it. 

When adding a Trip User, in the drop down to select the role, you can now choose a new option:

Screenshot 2026-07-23 at 4.25.11 pm

Learn more about Custom Roles

Learn more about All Roles

#11276

➡️ Did you know? You can TRANSFER people to other TRIPS

We have seen many interesting issues as planners cancel someone on one trip and rebook them on another, while the whole time they could have just used the TRANSFER feature from the TripBoard. 😩

Now you'll see the option to TRANSFER in more places:

  • TripCRM - hover over the NAME
    Screenshot 2026-07-24 at 5.50.21 pm
  • Manage Payments - hover over the NAME

    Screenshot 2026-07-24 at 5.50.37 pm

Clicking on this will take you to the TripBoard and popup the TRANSFER dialog to pick the TRIP.

Learn more about TRANSFER

#11294

❎ Required Fields Always Show As Required

This has been a long time bug, so we are thrilled to fix it! 

Previously, if you created a TRIP before you changed your ACCOUNT level required fields ('Require Last Name' and 'Require Phone Number'.) setting, it would not reflect on your existing trips.

NOW it does what you expect. You're welcome 😉

NOTE: This also applies to the Wailist form. So if you aren't requiring those fields, they won't be required for people to join the waitlist.

#8772, 11384, 11385, 11213 - thanks to AI speeding up our dev process

📌 Duty of Care - See Where Your Travelers Are 

Our Operations Hub now includes Duty of Care. The two key features are:

  • Destination Updates
  • Traveler Tracking
    • An interactive globe showing where your TRAVELERS are (or will be)
    • Color coded based on the Destination
      • Red - Travel Warning
      • Yellow - Travel Advisory
      • Green - Exercise normal caution

duty of care

Learn more about Duty of Care

#11379 

🔢 Affiliate Profile Feature Improvements (Orbridge)

  • 11390 - Hide tags row from Affiliate Profile Users
  • 11297 - Bookings will now be visible by clicking the BOOKED number in the Affiliate Profile TRIPS table. Click the BOOKED pill to close.
    • Date of Booking
    • Reservation Number
    • Names of people in the Reservation
  • 11133 - Affiliate Travel Insurance Tasks will now sync properly from the Library
  • 11351 - Make the Embed Code styling match Trip Summary

Learn more about Affiliate Profiles

🔢 Delete API Action

Now you can addmanualpayment and then deletemanualpayment in case you did that by mistake.

This is very handy if you're doing a migration to YouLi and need to add/remove payments.

Sorry, you cannot delete a payment made via a payment gateway, only Manual Payments.

COMING SOON via Zapier.

#11235 

💪🐞 Bugs & Enhancements

Thanks to everyone who submitted issues, we love making things work!

🐞💪 HOTFIXES:

  • NONE!

🐞 FIXES:

  • 11312 - After a successful card payment on the Invoice, the TRAVELER is properly dropped back on the INVOICE. It was redirecting them to HIGHLIGHTS.
  • 11371 - Fixed the issue that failed to match PNR and Flight Tickets in People Search
  • 11325 - Incomplete setup of Bookings Mode led to errors. Now this will leave the TRIP in Brochure Mode.
  • 11366 - Payments without allocation caused errors loading the TRIP. Payments without allocations will be treated as $0. - Thanks to Katy at Untold Italy for reporting
  • 11332 - Manual payments on Pre/Post tours were showing a failure. FIXED! - Thanks to Andrea at IJO for reporting
  • 11362 - Rounding issue with surcharge on Flight Search and Book FIXED! Now showing details about ORIGINAL PAYMENT to avoid mis-correction of the markup. - Thanks to Reho Study Tours for reporting

💪 ENHANCEMENTS

  • 11352 - Change from MAX BOOKINGS to MAX (ROOM) INVENTORY to be clearer about what inventory is being managedmax room inventory
  • 10535 - Hide Activity Feed on TripBoard from Affiliate users. This is a security enhancement to ensure they do not see data they should not have access to.

  • 10974 - Reduce the text shown when changing a PACKAGE price. It will now be a summary and a count of the people who qualify for a personalized price.  Did you know that you can change a PACKAGE price and lock in the existing price for Booked TRAVELERS?
  • 11261 - Support for .HEIC / .HIEF (iPhone image format) uploads to Tasks. These will be clickable to download but won't render inline like other image format
  • 11279 - API now allows editing of commission only on Flight Bookings

    /trip/UpdateFlightTicket

🔜 COMING SOON

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

💬 TELL US WHAT YOU THINK

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