Soon, recurring ACH payments will be possible, first Travelers can save their ACH method via Stripe.
👉 Have questions about this release? 👈🏾
Learn about how to make the most of the latest tools at the online Product Workshop on Thursday 26 September.
You can also ask your questions in our community Facebook group? To become a member join today.
✅ Secure Your Add-on Bookings and Confirm Numbers Right Away
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Tired of last-minute changes messing with your trip planning? Lock in trip Add-ons at the time of booking. No more second-guessing! Get immediate confirmation of your group numbers and secure payments for Suppliers with confidence.
- Planners can lock in add-on bookings immediately by setting the date to zero.
- As a Planner, you can still cancel Add-on Bookings at your discretion, ensuring you have control over secured bookings.
- Keen to learn how it's all set up? See this help article -> How-to: Lock Add-ons after checkout
#9430 - thanks to Inside Europe for prioritizing
⚓ Save ACH Payment Methods for Stripe
- You can now save ACH payment methods for Stripe, making installment payments easier.
- Previously, only credit card details could be saved. Now, ACH (referred to by Stripe as “US Bank Account”) can also be saved for future payments.
- Saving an ACH account for Stripe works the same way as saving a card. For more details, check out this help article: How-to: Enable Save Card (Stripe Only)
- Logged in Travelers can now pay with their saved U.S. Bank Account on the Trip Page
- Coming next month: This surcharge will be configurable to be different from the Credit Card surcharge - for now it will be the same surcharge as Credit Card.
- As a Planner, you're able to charge a card / U.S. bank account on file, using the Planner "Make a Charge" feature
#9451 - thanks to Live N Learn for prioritizing
💪 Email addresses are now included in the Global Payments & Bookings export
In the Planning Dashboard → Reports → Bookings / Payments, email addresses are now included as a column in the Global Payments & Bookings export for better data management.
Use this feature to download and upload into your other platforms so they have the right email address data matched to payments and bookings.
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- This is also helpful if you want to export your customer database to load to an Email Service Provider (ESP) (like Mailchimp)
- Simply ignore the other fields when uploading to a CRM or ESP
# 9290 - thanks to Soul Star Retreats for the suggestion
Bugs & Enhancements
- 🐞 9295 - Rich Text Editor -> Media Embed error fixed. Now you can start to use YouTube Embed / Vimeo Embed again in the Rich Text Editor!
- 🐞 9300, 9302, 9313 - We are constantly improving our RBAC configuration for our Team functionality. We have changed so that Team Users who should not see Promo Contents, Manage Payments or add tasks are now either not seeing the menus irrelevant to them, or have the buttons disabled.
- 💪 9433 - For our Platform White Label Clients, the "Create Trip" screen are now using your configured styles. 😍
- 💪9306 - Manage Payments page UI improvements.
- We have moved the "X OWING X PAID" up to the top section and made the font bigger, so it's clearer and more obvious
- We have also increased the font size of "Showing x of x result"
📽️ Watch the August Workshop replay
Need more help?
Reach out to the YouLi support team via a chat box at the bottom of your screen or submit a Support 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.