---
title: Pre-Approved Bookings using Pre-Approved Checkout
description: Do you want to set a single trip to “Pre-Approved” mode, so that travelers must be logged in and approved to purchase the trip? Try the Pre-Approved Bookings!
---

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# Pre-Approved Bookings using Pre-Approved Checkout

## Do you want to set a single trip to “Pre-Approved” mode, so that travelers must be logged in and approved to purchase the trip? Try the Pre-Approved Bookings!

 

**Available with any of the plans:**

- Grow - [upgrade now to unlock](https://youli.io/account/billingsetup)<https://youli.io/account/billingsetup>
- Enterprise - [contact Sales](https://share.hsforms.com/18b6DN9nmTVCJpTMdRc-PhA2pfil?__hstc=15466857.f9539dfc95f65ca5747f6c63e002110b.1758896793352.1759079556130.1759125506476.4&__hssc=15466857.7.1759125506476&__hsfp=200946959)

**Choose wisely:**

- Once this option is enabled, it cannot be changed later.
- Existing trips cannot be converted to Pre-Approved.

### How to crate a Pre Approved Trip and add Approved Person.

1. When the **planner** is creating a new trip, under TRIP PRIVACY, check PRE-APPROVED (REQUIRES AUTHENTICATION TO CHECKOUT)  
   ![](https://support.youli.io/hs-fs/hubfs/Screenshot%202025-11-19%20at%202-01-29%E2%80%AFpm-png.png?width=400&height=334&name=Screenshot%202025-11-19%20at%202-01-29%E2%80%AFpm-png.png)
2. The default Pricing Mode will be BOOKING MODE, and the default Booking Flow will be CHECKOUT FLOW
   
   There is no “*Register to Pay*” option for trips using the Authenticated Checkout flow.  
   ![The default Pricing Mode will be “Bookings Mode,” and the default Booking Flow will be “Checkout Flow.”
   Note: There is no “Register to Pay” option for trips using the Authenticated Checkout flow.](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/557876fb-268e-455f-aef1-7921210bacd5/d268d4ec-5a8a-44d2-ac08-215670d035cf.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8)
3. When **planner** adds a new person, the popup now is titled ADD APPROVED PERSON  
      
   The fields included are: First Name, Last Name (optional), Email, and Category (optional). Planner Notes will also be shown if the planner has access to them.![When you add a new person, the popup now is titled "Add Approved Person." The fields included are: First Name, Last Name (optional), Email, and Category (optional). Planner Notes will also be shown if the planner has access to them.](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/341df1b2-35e1-4de1-8552-b72c6366d426/0bdadf3b-37a9-4090-8a10-33f68be8c43b.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4920&fp-y=0.3379&fp-z=1.4813&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=273&mark-y=47&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMzOUZGMTQmdz02NjcmaD00NSZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
4. When a **traveler** has been added, their status will be set to APPROVED![When a person has been added, their status will be set to "Approved".](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/e309d3d4-7144-49c8-ab64-61d913d51eb3/0f9bc546-e6f2-4d7f-906e-065d4cecb138.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4599&fp-y=0.6705&fp-z=2.0834&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=539&mark-y=429&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMzOUZGMTQmdz01NCZoPTM3JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
5. Unlike other trips, the **planner** cannot access the trip board of **travelers** with APPROVED status. The VIWE AS function is *unavailable*, and*no magic link* will be generated
   
   ![For travelers with "Approved" status:
   
   The planner cannot access their trip board.
   The "View As" function is unavailable.
   No magic link will be generated.](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/9be5d344-8203-44d7-8e69-bfee09ac4221/2fa2798c-4bfd-4835-928a-70b75db3db6e.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4511&fp-y=0.5536&fp-z=1.1394&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=259&mark-y=492&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMzOUZGMTQmdz0yMjkmaD01MyZmaXQ9Y3JvcCZjb3JuZXItcmFkaXVzPTEw)
6. When editing the **traveler**, the status can be updated to either APPROVED or DECLINED![When editing the traveler, the status can be updated to either "Approved" or "Declined".](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/06f8244b-29d8-403d-9005-b94976a06f03/19bfb5bb-eb3f-4dba-9aa8-80acd9019e2b.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8)

### What the Traveler Will See & What Happens Next?

1. Once an invitation is sent, **travelers** will be required to create an account or log in (if they already have one). After logging in, they will be able to make a booking![Once an invitation is sent, travelers will be required to create an account or log in (if they already have one). After logging in, they will be able to make a booking](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/02b13aa0-c78c-4406-807f-cc4ee5cce203/c42c4b38-ba3a-417d-b308-231b6c3d0e84.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8) 
     1. If the **traveler** is logged in but does not have an existing invitee record on the trip with APPROVED status (matched by email), they will be redirected to the dashboard with a warning popup.  
        ![If the traveler is logged in but does not have an existing invitee record on the trip with "Approved" status (matched by email), they will be redirected to the dashboard with a warning popup.](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/bf90a427-29ca-4dbd-b7dd-f4a1e6c784fd/4e01c734-947c-4d32-bcfc-6453e21d43cd.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8)
2. Once the **traveler** booked, Their status will change to REGISTERED. The **planner** will have access to VIEW AS, MAGIC LINK, and the TRIP BOARD![Once the traveler makes a booking:
   
   Their status will change to "Registered".
   The planner will have access to "View As", Magic Link, and the Trip Board.
   ](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/e369f6ef-c9d3-4b8c-8e9e-63613e44c5eb/91ee0de2-454c-4d0c-98f2-77ffd3e3c3d1.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.4945&fp-y=0.5260&fp-z=1.0834&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=523&mark-y=519&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTYlMkMzOUZGMTQmdz0yOCZoPTE5JmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
3. The **planner** will also be able to edit the **traveler's** profile with additional fields.![The planner will also be able to edit the traveler's profile with additional fields.](https://images.tango.us/workflows/0331a7e8-13c5-4292-b0d0-4d3280627508/steps/5f50b30a-b5a2-4ad2-9961-9432c55e39c1/8c0b47b4-2520-41d2-99f0-9f604b60e278.png?fm=png&crop=focalpoint&fit=crop&fp-x=0.5000&fp-y=0.5000&w=1200&border=2%2CF4F2F7&border-radius=8%2C8%2C8%2C8&border-radius-inner=8%2C8%2C8%2C8&mark-x=806&mark-y=30&m64=aHR0cHM6Ly9pbWFnZXMudGFuZ28udXMvc3RhdGljL2JsYW5rLnBuZz9tYXNrPWNvcm5lcnMmYm9yZGVyPTQlMkMzOUZGMTQmdz0xOSZoPTMwJmZpdD1jcm9wJmNvcm5lci1yYWRpdXM9MTA%3D)
4. This is different from private trip. 
     1. When a TRIP is PRIVATE, only the people shown under MANAGE PEOPLE & REPORTS tab can view the TRIP PAGEusing their [MAGIC LINK](https://support.youli.io/360000531095-magic-link?hsLang=en)
     2. When the trip is Authenticated, this requires Travelers to be logged in to purchase the trip AND to be loaded as an "Approved" person on the trip.

**Choose wisely:**

- Once this Trip is set to Pre-Approved, it cannot be changed later.
- Existing trips cannot be converted to Pre-Approved 
    - Just make a new one!

 

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