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  1. YouLi Help Center
  2. HOW-TO

HOW-TO

START HERE for Quickstart Checklists and links to our YouTube videos + other helpful HOW-TOs.

API & Zapier

  • Using YouLi for group Quotes: Number of Travelers in a Package
  • How to: Implement QuickBooks Automation Using Zapier
  • Webhooks: Use cases for integrating with events generated by YouLi
  • Advanced Integration: Embed entire trip pages into your website with iframe
  • HOW-TO Use Create Trip API to automate integration with CRM
  • YouLi API Documentation

Trips

  • HOW-TO: Replace a Former Team Member with a New Team Member
  • HOW-TO: Change a Co-Planner or Team Member to a Trip Coordinator (VIEW ONLY)
  • HOW-TO: Print Your Itinerary or Save it as a PDF
  • Authorize.net: My traveler received a message that their credit card was declined but was charged anyway
  • HOW-TO: Set Up Packages for Solo Travelers Booking Into Double-Occupancy Rooms
  • HOW-TO: Accept booking payment in a different currency
See all 70 articles

New Features - Release Notes

  • New Features 1.134 - Bug fixes & TTC Allyship Community
  • HOW-TO: Setup Facebook (FB) Pixel with YouLi Trip Pages

Account Settings

  • CHECKLIST: Account Set Up
  • HOW-TO: Change Your Account Email
  • HOW-TO: Request that your travelers pay their deposit immediately
  • HOW-TO: Send Copy of Traveler Receipt or Invoice to Billing, Finance or Reservation Email Address
  • Affiliates | How to Invite an Affiliate to Refer or Sell your Trips for a Commission Fee
  • HOW TO connect your Stripe account to YouLi
See all 8 articles
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