Move your installment allocations to smooth our the installment schedule and make partial manual payments or make a charge
👀 Recording of our December Workshop
What we covered
- Magic Links
- Pros and Cons
- Traveler accounts
- What do they see when they log in to their dashboard
- How to know they have an account
- Requiring login (account) for security and/or operational consistency
- Platform White Label vs White Label Domain
- Enrolling in AutoPay requires a Traveler Account
- COMING SOON: Save more to Traveler Profiles
👩💻 Notify Planner when a $0 booking is made via Checkout Flow
- Previously, if a booking was made via Checkout, it did not notify the Planner via email since no payment was made.
- Now, a registration confirmation email is sent to all "Listed as Contact" Planners on the trip.
#9672 - Thanks to Live N Learn for reporting
Smooth out Traveler Payment Schedules
Watch this video to see these features in action:
📦 Ability to move an Allocation from one Installment to another
- If you're finding there's an issue with an Invoice, it could be because an allocation is on the wrong installment. This happens sometimes, with Transfers or Chip Away or Manual Payments that weren't applied correctly.
- When a payment is against the balance, it triggers "skipped" installments - if you're seeing that and would prefer to avoid that, please use this new feature to MOVE the installment from the balance.
#9608 - Thanks to everyone for sharing feedback to improve this experience
💸 Allocate a Manual Payment to an Installment that is Partially Paid
- If a TRAVELER has paid an Installment, but then you receive an extra payment (maybe because they added an Add-on) you can apply that as a "partial" Manual Payment to the previously paid Installment (thus avoiding the "skipped" Installments that happen when a payment is made to the Balance).
- Previously, you could not allocate another manual payment if there was already a partial payment made to that Installment. So you might have allocated to the Balance before it's the right time (triggering Skipped Installments).
- This is very helpful if you've setup a monthly payment schedule, but they are sending checks or bank transfers on a weekly basis, so your finance team is recording them as manual payments
- NOW: You can allocate a payment to any Installment. The default will be the next Installment that has a due amount.
#8616 - Thanks to everyone for sharing feedback to improve this experience
🎗️ Skipped Installments no longer send reminders
- We introduced "skipped" Installments this year to handle cases where people pay in full - but then their price increases for some reason.
- Reminders never send if the TRAVELER owes $0, but if they do owe greater than $0, reminders were still sending for "skipped" installments. Those are now stopped.
- So if you need someone who had paid in full and now owes a bit extra to get a reminder - you'll need to send it manually from "Manage Payments."
#9585 - Thanks to everyone for sharing feedback to improve this experience
🌐 Location link now opens in a new tab on Highlights & Itinerary
When using the Location field on a Highlight or Itinerary, that link automatically goes to a Google Maps window. Now it also opens in a new tab.
#9639 - Thanks to Australian Destination Wedding client for reporting
🐞💪 Bugs & Enhancements
👭 Paying Separately - one paid in full, the other still owes - FIXED
When using the Book together/Pay separately feature, it's possible for one person to pay in full and the other to still owe their deposit.
There was a bug that blocked the second person from paying their Installments; in this case that has now been fixed.
#9704 - Thanks to Lisa Laws from The Black Onyx Group for reporting
🌐 Global Bookings Report just got faster
- If you don't have this report, we recommend the upgrade to unlock it. Questions about how to obtain this report? Contact sales@youli.team.
- Learn more about all the ways you can view your Bookings data across trips
- This report is now optimized for larger accounts avoiding timeouts and slow load times.
#9721, 9712 - Thanks to Select for sponsoring this feature when they joined 3 years ago.
- 💪 9626 - Change "Enable AutoPay" to "Enroll in AutoPay" as the default prompt for TRAVELERS when AutoPay is enabled on the account
- 💪 9624 - Added a missing space in the log record when a coupon is used
- 💪 9714, 9715 - New APIs for White Label App integration
- 💪 9667 - I'm Attending dashboard: replaced the YouLi balloon with an arrow linking to Trip Page. Thanks to Live N Learn for reporting
FROM:
TO:
- 💪 9668 - Made the errors coming back from PayPal for declined cards prettier. Thanks to Prometour CA for reporting.
COMING SOON
These changes didn't make this update, but will be out next quarter
ITINERARY LIBRARY
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.