Checkout Flow is now available on ALL Plans - and the labels for Booking Flow have changed to be more clear. Duty of Care functionality is being tested in ANZ - we are seeking sponsors in US, CA, UK and EU who are seeking a competitive advantage.
👀 Tired of Reading? Watch or join us Live!
What have you missed?
- March Web Event
- Save Card
- Transfer people between Trips
- Refund + Cancel
- April Web Event - Watch this one on Facebook - only 30 minutes!
- Card vs List View
- Search by Tag - use for status
- Archive - why it matters for your data security
- COMING UP: May 16th - Register to join us, here!
- This session is a good time for UK/European clients
- Click the link to view the details & register 🔥
↪️ Change your flow ⤴️
- Tired of needing to reset to your preferred BOOKING FLOW? Change your DEFAULT BOOKING FLOW under ACCOUNT > SITE SETTINGS > DEFAULT BOOKING FLOW.
- This will apply to any new TRIPS you create - but does not change existing TRIPS or TEMPLATES.
#8754, 9017
💮 Checkout Flow for everyone - on by default
- We've had this feature for a while, but it's been locked down. It's now generally available for all of our users, even Explorers.
- --> Learn more about Checkout Flow
- It was formerly called "BOOKING STYLE" but that wasn't quite right, so it's now called "BOOKING FLOW."
- We've also changed the labels to be more clear
| OLD | NEW |
| Register to Pay | Register to Pay - use Trip Page for expressions of interest and payments |
| Checkout Flow BEFORE Trip Page | Checkout - pay with Checkout, then view Trip Page |
| Checkout Flow AFTER Trip Page | Trip Page + Checkout - review Trip Page, then proceed to Checkout (this is now the default setting) |
#8754, 9036
☑️ Trip Coordinators can now Review Pending Tasks
- Now your Trip Coordinators can complete the pending review on TASKS that require review.
- Learn more about Trip Coordinators
- Learn more about TASKS that require review [TODO - link article]
#9050
💳 Ask: Make a Charge can use a Saved Card - "Manual Autocharge" 😍
- If you have enabled our SAVE CARD feature, and your Traveler has saved a card, you can now use that to charge due payments via Make a Charge.
- We are excited to see about 10% of our customers have adopted this feature since it released last month, but we'd love to see more!
- This is one more step towards releasing auto-charge - because your team can charge a card that has been saved for payments - which is what would happen if auto-charge was enabled. We'd love for people to test this manually to confirm they don't get a lot of chargebacks to know whether auto-charge will work for your business.
TIP: You can also save a card when making a charge if the Traveler already has a YouLi account. This does require that SAVE CARD is enabled in your account.
COMING SOON: The ability for Planners to save a card even when the Traveler does not have an account. This means that Travelers will always need an account to use a Saved Card, but if your team is logged in, you will be able to use cards you save from Make a Charge, as Planners.
#8754
🌐 Where in the world are your Travelers?
Duty of Care - Traveler Tracking & Destination Alerts
We are currently launching our DUTY OF CARE with SMART TRAVELLER DESTINATION UPDATES + TRAVELER TRACKING in Australia & New Zealand - our sponsor client gets exclusive access and a competitive advantage in their market.
We are looking for sponsors in other markets who seek a competitive advantage and improved compliance with their own Duty of Care requirements.
- See the latest government alerts per destination
- See where your travelers are or WILL be on a interactive map
- Grouped by Trip
- Searchable by Date
- Download impacted travelers
- Message impacted travelers
- Integrated with Traveler Categories so you can send to the right people on the trip
If you'd like to offer your clients the comfort of knowing where their Travelers are and what risks they are currently facing - get in touch to explore sponsorship of Duty of Care in your market.
Jordan example
Bangladesh example
#8719
🔜 Coming Soon: Enhanced Image Uploader
We have heard you, we need a better image uploader!
Our Devs are furiously working on it because we know it's a critical part of how you use YouLi!
😎 Automatic Archival of Trips
IMPORTANT: On April 25th - YouLi will auto-archive Trips in the past, that are over 1 year old. Have questions? Read more
- For data security reasons we recommend archiving your TRIPS. YouLi will be auto-archiving Trips over a year old for you every April. Get ahead of the game and archive your Trips to protect your data.
- Not sure what it means? Click to ARCHIVE (from any of your TRIPS) and you'll see a popup explaining it in detail, like this. And you can always RESTORE after.
Rooming Map / Deck Plan
We released a few new deck plans this month for clients who use our Rooming Map / Deck Plan feature.
Learn more about installing a rooming map for your venue / hotel or cruise ship
Great to see the Maria Theresa was sold out (that's why all the rooms are grey):
Bugs & Enhancements
- 🐞 9059 - Race condition when using a save card cleared payment ID - FIXED!
- 🐞 8741 - Custom Email Templates Fix
- 🐞 9033 - In some cases we detected a URL in the comment box on form that wasn't there - blocking the submission - FIXED!
- 🐞 9040 - handle TTC cancellation process smoother
- 💪 9011 - Change the Future, In Progress, etc pill style to be clearer about what is on and off. In the screenshot below "Past" is off and the rest are on.
- 💪 8949 - Activity log added when a traveler saves a card for future use - this includes links to Stripe, links to use this card from Make a Charge and documents the exact consent they gave when saving the card so you know what usage you have permission for.
- 💪 8995 - Remove the "search results" from the Trip Coordinator view on Dashboard since they cannot search.
- 💪 8848 - Adjustments to smartraveller email alerts sent via YouLi
- 💪 8397 - Itinerary items now open from the top, even if you've come from a long list of itinerary items
- 💪 9006, 9010 - Enhancements to full width view on dashboard
- 💪 9016 - fixed typo in grouping popup on TripCRM
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