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YouLi User Roles
What is a Co-Planner?
Trip Main Contact
YouLi API Documentation
How-to: Get help from YouLi Support
Account | Are you using the right email?
How do I find a traveler if I don't remember which trip they are on?
Traveler Registration or Declines Confirmation Email
HOW-TO: Set Up Packages for Solo Travelers Booking Into Double-Occupancy Rooms
HOW TO hold a room for someone before they pay
HOW-TO: Pause bookings or payments on a trip with finalized price
Reference Codes - easily find and access your travelers
HOW-TO: Setup Facebook (FB) Pixel with YouLi Trip Pages
New Features - 🐾 Analytics & Source Tracking & Chat - Release 1.97 - Sept 18, 2020
New Features - Quotes & Affiliates to grow your business - Release 1.113 - July 7th, 2021
New Features - FREE Travel Website - Release 1.106 - March 4th, 2021
New Features - Affiliates are available for all Planners - Release 1.118 - Sep 22, 2021
New Features - Upload Images To Descriptions & Zapier Integration - Release 1.96 - Sept 1, 2020
New Features - Custom Task Forms - Oct 15, 2019 - Release 1.77
New Features - Release 1.122 - January 27, 2022 - Authorize.net Payment Gateway & Refund Protect
New Features - Xero Integration - Dec 12, 2019 - Release 1.80
New Features - Catchup payments - Release 1.120 - Nov 11, 2021
New Features - Installments DUE NOW on the way to Auto-charge - Release 1.116 - Aug 19, 2021
New Features - Payment Reporting Across All Trips + Booking Status - Release 1.102 - December 4th, 2020
New Features - Tags to organize and categorize your Trips - Release 1.115 - Aug 5th, 2021
How-To: Zapier | Creating Your Account + Making Your First Zap
TROUBLESHOOTING: Embedded Trips
HOW-TO Send a Receipt to Traveler for Payments
Webhooks: Use cases for integrating with events generated by YouLi
New Features - More Control over Trip Page Styles - Release 1.90 - June 11, 2020
New Features - Itinerary Add-ons & Share Trip Links - Release 1.85 - Mar 2020
New Features - Manage your Hotel Inventory and Max Bookings - Release 1.99 - Oct. 20, 2020
New Features - Traveler TripBoard 📋 + New Registration Status Icons - Release 1.101 - November 19, 2020
New Features - Square Upgrade & Enhanced Planner Notifications - Dec 31, 2019 - Release 1.81
New Features - Immersive Virtual Events - Release 1.94 - August, 3 2020
New Features - More Control of your TripPage - Sept 12, 2019 - Release 1.75
HOW TO Collect Dietary Requirements or Dietary Restrictions for Your Travelers Using Tasks
HOW-TO Share Documents from Planner Resources with Suppliers
New Features - Coupons + Affiliate payment tracking - Release 1.119 - Oct 18, 2021
New Features - Optimized trip embeds - Release 1.117 - Sep 1, 2021
New Features - New Trip Card Style & CreateTrip API - Release 1.111 - May 26th, 2021
New Features - Send Tests & Payment Confirmations - Release 1.83 - Feb 14, 2020
New Features - Default Opt In + Package Descriptions - Release 1.100 - November 3rd, 2020
New Features - 'Load In App' - Release 1.92 - July 14, 2020
New Features - Clearer Booking Process for Travelers & More Payment Options - Jan 16, 2020 - Release 1.82
How do I download All Documents from a Task?
New Features - NEW ZAP + Cancel Itinerary & Highlight Items - Release 1.104 - January 20th, 2021
New Features - Travel Page to Trip Page - Oct 3, 2019 - Release 1.76
Authorize.net: My traveler received a message that their credit card was declined but was charged anyway
New Features - Payments & Time zones - Oct 25, 2019 - Release 1.78
New Features - Extend your Website - Release 1.91 - June 24, 2020
HOW-TO: Replace a Former Team Member with a New Team Member
New Features - 📦 PACKAGES - Release 1.98 - Sept 30, 2020
HOW-TO Notify Trip Page Contacts when a Task is Completed
VIDEO: YouTube Channel & Playlists
New Features - Paywall Content + Tasks & Export Rooming List - Release 1.103 - December 17th, 2020
New Features - Custom Email Templates & Automated Reminder Fixes - Release 1.112 - June 24th, 2021
New Features - Apply CREDIT, FIND YOUR TRIP and personalized trip dates + YouLi Web - Release 1.105 - February 11th, 2021
Enhancements & Bug Fixes - Nov 8, 2019 - Mini-Release 1.78.2
HOW TO Pull A Payment Report in Excel for your YouLi Trip
New Features - Pass On The Credit Card Fee - Release 1.84 - Feb 21, 2020
New Features - Payment Refunds & YouLi Trip Mobile App - Release 1.86 - March 19, 2020
HOW-TO: Embed a single YouLi trip into your own website
Zapier + YouLi Integration | Connect your platforms with YouLi and vice versa
HOW-TO: Use YouLi to Send Trip Quotes to Individual or Small Group of Travelers. Ditch the endless PDF itineraries!
Is the Notify Planner/Pay Now Button not appearing?
How to make a credit card refund?
How do I make sure I am setting Itinerary Items and/or Due Dates in the right Time Zone?
New Features - Release 1.121 - December 17 - Dashboard speed improvements & Traveler Video
Installments - How Trip Page Invoice displays Payment Plan options, overdue, due soon and paid
New Features - Invite Affiliates to get more bookings - Release 1.114 - July 21th, 2021
How to: Implement QuickBooks Automation Using Zapier
HOW-TO Link Your Google Analytics Account into Your YouLi Account
How do I bulk upload people and email addresses?
Account | Branding | Google Analytics Tracking ID
How-to: Create a Trip Template & Use It To Make a New Trip
HOW-TO Change Main Contact on a Trip
HOW TO upload extra image, photo, or picture into a description
Embedded Trip Card Styles
Task | Response Type
How do I comply with GDPR data removal request?
API Field Name
Brand options on trip pages to sell for multiple agencies in one account
How-to track where your customers are coming from
New Features - Same YouLi, Just Faster - Release 1.108 - April 8th, 2021
HOW-TO: Provide Payment Plans Using Installments with Automated Reminders
What to do if your Invitee is still showing as NOT VIEWED?
What is a YouLi Traveler Account?
Collection of Listed Trips
Business Branding | Adding your Logo, Favicon, Colors, & Font
HOW TO require 'Consent to Privacy and Terms' in YouLi when your travelers register
How To Pull a Report That Includes Tasks & Add-ons
How-to: Pull a Report by Invitation Group or Rooming List
How-to: Manage Tasks & Custom Forms + Resources & Uploads
Historical: GUIDEs are now EXPLORERs - supercharged for the post-covid recovery!