Percentages can be so ugly, make them pretty by rounding up. Payment Gateways can be so fickle, use the one you need when you need it, per trip.
🤩 Pretty Percentages
Have you always felt that you wanted the simplicity of Fixed price installments ($200 is so nice and round!) but you want the functionality of Percentage based installments (you need 15% deposits to cover supplier costs) and you hate it when the result is an ugly $195.34.
Now you can get the best of both worlds with Rounded Percentages:
#8076
👉 Payment Reminders ON/OFF in Pricing Installment Table 🙌
Ever wished you could glance in one place and see which installment has automated reminders turned on?
US TOO! So now, as the Planner, you can click on the trip price in the header and scroll down to see which Reminders are ON or OFF.
💸 When one Stripe or Square account is not enough 💳
Introducing the "per trip payment gateway" feature.
Each payment gateway has its advantages, and sometimes it's good to use more than one.
- Working with a partner on a trip where they should get paid directly? Connect their Stripe or Square account to JUST that trip.
- Selling one trip in AUD and another in USD? Connect each trip to the right Stripe or Square account so you avoid the FX fees and settle into a bank account with the matching currency
- Launching a few trips at the same time and need to spread the volume out over a few different gateway accounts? If you've had issues with gateways blocking or holding money due to spikes in transactions, you know what we mean.
#7285
⚡ Traveler Categories included in Zaps!
If you're using Traveler Categories and Zaps, they are now playing nicely together!
So now your automations can do different things based on which category the traveler is in.
For example, you can send them a different email or put them on a different list because one is a student and one is a group leader.
Thanks to Hunter and Bianca for the request!
Learn More about Traveler Categories
Learn More about Task and Payment Zaps
#7882
📝 DID YOU KNOW? Typed E-Signatures are valid
Anyone else sick of trying to "sign" your name on these electronic signature platforms? It never comes out looking right - and why does it even matter if it does?
Turns out, it DOESN'T matter! 😱
👉A TYPED e-signature is just as valid as the terrible squiggle you managed to draw.
What does that mean? It means, you can type your name in a box in the document as a form of "signing."
That's why YouLi allows you to set up Document signature tasks with automated reminders, a simple input box for their name and all in one platform!
Learn more about why this is legal and how it works
🚀 COMING July 13th (currently available on request)
Custom Profiles & Registration form 😱 Free for All Plans!
Some of you are already taking advantage of Custom Registration Forms.
But did you know that this feature also changes YouLi Trip Pages from the default Profile which was just Name, Avatar image, Mini bio, Phone number to being a configurable (and searchable Custom Traveler Profiles?
What a great way to build anticipation for your trip, show people who else is traveling! (with proper privacy considerations)
📈 The countdown continues...less than 16 days!
Are you seeing this alarming countdown when you view your Google Analytics? That means you need to switch to GA4. If you're not sure how, reach out to your YouLi experts to book a consulting session. In most cases we can get you sorted for just US$100.
😱😎📈 FREE TRIAL! GA4 ecommerce data
Have you noticed that you're seeing ecommerce data in your GA4 connected to YouLi?
😍 That's right, we are sharing the joy so you can see why you should move to GA4👈
In your GA4 Analytics click to:
- Reports -> Life Cycle -> Monetization -> Ecommerce purchases
Learn more about ecommerce and why you need it to know which acquisition channels are performing the best. Especially if you're paying for ads.
AVAILABLE PLANS: Once the trial ends in August: Available as an add-on to PRO. Included in Venture & Enterprise plans.
🐜 FIXED: Delete attached documents from tasks
Ooops, for a while some Planners could not delete attached documents from Tasks. All fixed!
#8080
🐜 FIXED: Ability to cancel/reschedule a booked meeting on mobile
Did you know you can allow your travelers to book meetings with each other? Using the feature called Meeting Block. Meetings can be scheduled, canceled, and rescheduled all through the YouLi Trip Page - to reduce the number of platforms for your event.
#8037
🐜 FIXED: Reference code for Stripe Charges on Checkout Flow
Thanks to Bianca at Reho for catching this one. We are now sending the CORRECT reference to Stripe when sending charge descriptions via Checkout Flow.
See the highlighted reference code in the screenshot for an example of where this appears in your Stripe dashboard.
These codes are also found on the TripBoard for your reference.
#8090
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a ticket request. If you need more advanced support, schedule a 1:1 Consulting session with one of our experts, as we will walk you through the features and best practices.