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YouLi Video Tutorial: How To Manage Tasks, Forms, Profiles & Waivers For Travelers
Tasks are a quick way to collect and share information with your travelers. Registration forms, waiver forms, profiles, packing lists, passports and more.
There's so much you can do with Tasks:
- How-to: Manage Tasks & Custom Forms
- How-to: Create Custom Forms
- How-to: Customize your registration form
- How-to: Use Tasks to share and collect documents
- How-to: View and Download task response - to respond, download or clear
- Automatically trigger actions based on task completion
Need more help?
Join the YouLi Community of group travel professionals and find out what tools and practices other planners use to effectively onboard clients.