Welcome to YouLi - the group travel platform built by YouLive to Travel. It's easy to make your first trip. Follow this checklist to get started and share your itinerary with the world or to your private audience.
Step 0 (if you haven't done it yet):
If you haven't updated your Account information yet, the trip you create will not reflect your brand or be able to accept credit card payments.
Click below to get step by step support to:
- Update your profile: like your avatar and contact info that will show on your Trip Pages
- Brand your entire account & your current trip to your company or personal brand
- Connect your payment gateway to accept credit cards
- Add your team!
Step 1 : Create a Trip
Remember that nothing is lost after the trial, everything you make is still accessible.
Check the Quick Start Guide Video to get a quick look at all the things we will cover in more detail through this Checklist.
Start by either using the default template:
- ‘Jordan for the Adventurous’ pre-made trip in your account.
- You can use this template to build your own trip.
- Or even just go there to explore what a finalized trip looks like.
- If you’re feeling confident and have your itinerary ready click on Create Trip and follow the prompts.
Don't worry! You can update everything later by clicking on Update Trip, the Pencil Icon in the Navigation menu. So nothing you set at this stage is FINAL.
Trip Privacy - Private mode allows you to choose who has access to the trip by sending them a magic link. The public option allows anyone to sign up with a link!
Dates - Nothing set in stone? No worries, you can leave them off for something broader - ‘Summer 2020’ by clicking "Don't know dates yet?".
Trip Description - ‘Keep this short!’ A brief summary of your trip, best to keep to one paragraph or even just a video by clicking the media icon in the toolbar, it's the funny square with a plus symbol in it:
You’ll create your itinerary in the next step, so don't put too much in this box.
Once your Trip is created update your Banner image!
Your banner is the first thing Travelers will see! Just click on the image in the top left corner of the trip.
- Upload your own image; or
- Select from a large library of FREE images thanks to Unsplash, just search using keywords.
Step 2. Create your Itinerary
This is where you will share with your travelers all the adventures and things you will be doing on the trip.
- Click on Manage Highlights and Itinerary
- ‘Jordan for the Adventurous’ includes an itinerary you can use for inspo (Aussie for inspiration)! that demonstrates Optional items.
Highlight Items - These are the reasons that your Travelers are going on this trip. Those top experiences you are going to take them on. These are displayed with the photo as the focus, with the text less emphazised. You cannot specify a date, but you can choose the order in which they appear.
Itinerary Items - The specifics of the trip. Use these to make sure all the details are provided on a day by day basis. If your trip has dates set, then you can pick a date+time for your items, if not, then you can select the days.
TIP: You can create a brochure itinerary without dates and when you set your trip dates, the itinerary will update automatically! Too Easy!
Images - Don’t forget to update the image on each item. Note that images are shown differently depending on the type of item. Play around and see what works best for you. If you would like a little more support on inserting those images, watch this YouLi How-To: Add Formatting, Links, Images and Videos to Descriptions video.
Step 3. Price and Payments
This is where you will price out the cost and share payment options with your travelers.
- Click Update Trip and then the Cost tab.
- SHORTCUT: Click on the price in the header next to the $
TIP: Be sure to update the Cost Explanation from the sample wording provided.
By default, an estimate of the price will show to everyone who goes to your Trip Page. We know that sometimes the price isn't set when you first start promoting, so feel free to leave it blank or simply put "Price varies" if you create custom prices for each person.
But if you really want to get PAID: Click Finalize Price so you can enter the actual PER PERSON (PAX).
Once the price is finalized, you can customize payment options. Explore how it can look in this YouLi How-To: Payment Options.
Due Dates - Provide a due date for and turn on Automated Reminders for the Balance Due by clicking the pencil.
Instalments - Add instalments to be paid by clicking on + add deposit. Discover all the ways you can customize instalments in this YouLi How-To: Changing Percent Instalments to Fixed Payments video. And watch this YoLli How-To: Collect Deposits on the YouLi Platform to learn more about collecting deposits from your travelers & sending reminders.
Payment Methods - In order to collect payments by credit card, you will have set up your Stripe or Square details on your Account settings. Or if you want to learn more about integrating paypal as a payment option, watch this YouLi How-To: Integrate with Paypal.
Individual Prices - You have the ability to change the price of the trip for each traveler. If you want to set specialized prices for travelers you can do so in their accounts. It is here that you could maybe include a discount, for a single traveler or some people. For support watch this YouLi How-To: Set Individual Price for Each Person video on setting an individual price for specific travelers.
To learn more about the difference between Cost Explanation Header & the Cost Menu Label, watch this YouLi How-To: Cost Explanation & Menu on the YouLi Platform video.
Step 4. Tasks and Resources
This is where you will be able to collect completed waivers and passport scans FROM your travelers as well as provide important information TO your travelers.
Tasks are how you manage what you need to gather FROM your travelers to ensure they are ready for your trip and how you ensure the information you need to give TO them is received.
Responses are PRIVATE to each traveler, so rest assured no one besides Planners (or other's in their Invitation Group) can see their responses.
Resources are links/documents/videos/photos that you want to share with your travelers. Resources MUST be attached to tasks, to ensure your travelers confirm they have read them.
Uploads are the documents your travelers provide to you when they complete your tasks
Watch this overview YouLi How-To: Resources & Tasks video for more info.
TIP: Your travelers can see resources and their uploaded files and download them in the Resources section of their Trip Page.
You can re-label this for Travelers.
The number of Tasks you can add depends on your package. You can add as many as you like on the Trial.
Task Visibility - Change the ASSIGNED TO on a Task to pick which Travelers will be prompted to complete the task, watch this YouLi How-To: Task Visibility video for a more detailed walk through.
Response Type - There are many types of responses to a task from Yes/No to full Passport details. Discover all the pre-set task responses in this YoLli How-To: Change the Task Response Type.
Add a Resource to a Task - Sometimes you need to share a safety video with your travelers or submit passport info, right? Here is YouLi How-To: Add Resource to Task video that outlines how to add a resource (doc, vid, image) to a task (something you need your travelers to do).
Disable/Enable Tasks for One Traveler - If you need to enable or disable a task for certain travelers, you can do that in the task itself. Check this YouLi How-To: Disable Task Notifications for One Traveler video for a walk through. It also outlines how you can answer tasks for your travelers.
Step 5. Preview the Trip as a Traveler
What do your Travelers see? the Trip Page!
- This desktop and mobile friendly view of your trip is called a Trip Page
- Preview the Trip at any stage to view as a Traveler by clicking ‘Preview Trip Page’ in the header
- Preview shows what a registered Traveler who has not yet paid will see.
- You can also view what specific Travelers by clicking VIEW AS from Manage People
Menus - The menu options and labels the Traveler sees are all customizable.
Video Appendix :