Click HERE to watch the presentation on YouTube. 

Who is this for: 

• Group Tour Operators & Retreat Planners
• Travel Agents 
• Global Travel Enterprises
• Travel Marketplaces

Business Cases:

• Working Without Borders empowered by YouLi
• The Best Software For Group Retreats
• How To Manage Charity Trips: Compassion UK
• Itinerary Software For Global Family Travels
• Easy Travel Booking Website For Group Adventures
• Group Travel Software For Global Enterprises
• Best Travel App For Private Transformational Retreats

YouLi Onboarding Experience is a simple Checklist that helps you quickly and efficiently get familiar with the software functionality. 
Once signed up, you are automatically enrolled. Please create a free YouLi account to activate the course and receive your personalized access link. 

**If you cannot locate your personalized link, REGISTER HERE to view the public version. 

The Content: 

01. LOG IN TO YOULI & SET UP YOUR ACCOUNT
02: [RECOMMENDED] SET UP A PASSWORD MANAGER 
03. JOIN THE YOULI FACEBOOK GROUP
04. SET YOUR ACCOUNT TIME ZONE 
05. UPDATE YOUR PROFILE 
06. CONFIGURE YOUR BRANDING 
07. ACCEPTING BOOKINGS VIA CREDIT CARD? CONNECT YOUR ACCOUNT TO STRIPE 
08. [OPTIONAL] ADD TEAM MEMBERS 
09. REVIEW THE SAMPLE JORDAN TRIP - THEN ARCHIVE IT
10. ADD A TASK & SET UP AUTOMATED TASK REMINDERS
10. CREATE A TRIP IN 'BROCHURE MODE'
11. CREATE A TRIP PAGE IN 'BOOKINGS MODE' 
12. TRY ADDING A COUPON CODE 
13. EXPLORE 'INVITATION GROUPS' 
14. ADD (YOURSELF AS) A TRAVELER TO YOUR TRIP & SEND A MESSAGE + INVITE
15. WALK THROUGH YOUR TRAVELERS' FLOW - SEE YOUR TRIP COME ALIVE THROUGH THEIR EYES! 
16. INTEGRATE WITH YOUR WEBSITE

To provide additional support for you and your team, the YouLi experts host regular community events and webinars.
JOIN THE COMMUNITY to get notified of the upcoming events. 

Click HERE to watch the workshop on YouTube

The Highlights:

• What is a Trip Embed and how it works
• Should you embed the entire trip collection or one trip at a time
• Difference between a Landing Page and a Booking Page
• Registration Forms and the customer journey
• Payment flow

Useful Resources:

• How do I integrate with my website?

• Advanced Integration: Embed entire trip pages into your website with iframe

Client Examples:

• Run Wild Retreats
• Rare Air Travel
• RockStar Adventures
• Adventure Out Loud

Click HERE to watch the workshop on YouTube

The Highlights:

• Using interactive TASKS to onboard clients and them for the trip
• Must complete tasks: collecting explicit consent and informing participants about your policies
• Optional tasks: Offering travel insurance and branded merchandize
• Different types of tasks and responses
• Custom forms and client applications

Useful Resources:

• Manage Tasks & Custom Forms + Resources & Uploads

• Automatic Emails | Tasks

Click HERE to watch the workshop on YouTube

The Highlights:

• 3 levels of sophistication managing room inventory 
• Difference between a Trip Brochure and Booking Page
• Overview of the PACKAGES feature: assigning rooms, MAX group size, MIN number of signups, # of spots left
• Planner View Vs Client View
• Adding & Editing Pricing Packages
• Coupons, personalized pricing and add-ons
• Automated cabin allocation

Useful Resources: 

• Payments | Understanding and Setting Up Your Packages

• Trip Pricing Mode: Brochure vs. Bookings

• HOW TO: Personalized Pricing

Click HERE to watch the workshop on YouTube

The Highlights:

• What is ZAPIER and why Travel Planners should "ZAP" business platforms
• What are some simple automations that you can set up in 10 min and save hours of work.
• DEMO: step-by-step instructions connecting YouLi Registrations with Mailchimp Email list.
• Filters: how to work with "what if" conditions in Zapier. E.g. what if you only want to transfer travelers from one of your trips, or skip manual uploads.
• More apps: how to find out if your current platforms could be automated with Zapier - HubSpot, Facebook, Google Forms and more.

Useful Resources: 

• Sign up for a personalized 1:1 tech consulting with the YouLi expert to set up any automations relevant to YOUR business

• How-To: Zapier | Creating Your Account + Making Your First Zap

Click HERE to watch the workshop on YouTube

The Highlights:

1. Setting up your affiliate network:

•  Who are your affiliates and how to give them access to your trips?
• What is your agreement with each of the affiliates?
• What are the best practices in setting a “fair” referral commission?

2. Affiliate reporting:

• The tools to make tracking your affiliates and commissions easy 
• What is the process of paying out?
• What is a “Partner Referral Program” Vs “Traveler Loyalty Program”

3. Co-branding:

• How to set up the right expectations with your affiliates
• How to share your itineraries with partners – referral links Vs “Integrate with website” feature

Useful Resources:

• Affiliates | How to Invite an Affiliate to Refer or Sell your Trips for a Commission Fee

• SOP - Creating an Affiliate Program Using YouLi - co-created with Peak Flow OBM

Click HERE to watch the webinar on YouTube

Click HERE to watch the webinar on YouTube

The Highlights: 

• Adventure industry standards, risk management and tech tools
• How to showcase WAIVERS throughout the sign up process and using registrations forms
• The TASKS workflow
• The TIMELINES of collecting client data
• How to take the data from the YouLi trip pages and SHARE it with your partners, guides or destination managers

Useful Resources: 

• HOW-TO: Allow travelers to sign a document, via automated tasks

• HOW TO Collect Dietary Requirements or Dietary Restrictions for Your Travelers Using Tasks

• HOW-TO: Send Tax Invoice Or A Manual Payment Receipt To Your Travelers

• How To Pull a Report That Includes Tasks & Add-ons

Click HERE to watch the webinar on YouTube.

The Highlights: 

• Understand the terminology to decide what is essential for YOUR practice: Business Liability Insurance CGL (Commercial & General Liability Insurance) Professional Liability Insurance (Errors & Emissions)
• Find the right legal assistance and what questions to ask
• Data protection & cybersecurity: why travel companies should consider cyber insurance Intellectual property protection: how to source your content correctly
• Waivers: what do they protect you against, terms and benefits.

Useful resources: 

• HOW TO require 'Consent to Privacy and Terms' in YouLi when your travelers register

• Protect your customers: DO NOT store credit card data

• The work of Chun Wright in Adventure Trade Travel Association

Click HERE to watch the webinar on YouTube.

The Highlights: 

• Terminology: "Duty of care", "Assumption of risk"
• Can I require my customers purchase a travel insurance?
• Creating the ecosystem of duty of care: how do you handle negative emotional response during the trip?
• Considering engaging your community as an effective sales and risk management tool
• What are the minimum travel insurance requirements you can set for your clients

Useful Resources: 

• HOW-TO Require Planner to Review a Task

• HOW-TO: Default add-on to selected to get more upsells using Itinerary Add-ons

Click HERE to watch the webinar on YouTube

The Highlights: 

• Post-pandemic updates for group travel businesses: adjustments and opportunities that came with the post-pandemic recovery
• How to build empowering travel collaborations Elinor Fish of Run Wild Retreats shares her insight on co-creating a transformational group event in collaboration with the TTC Ally, Roam Beyond eco-glamping company.
• The travel tech and booking platform behind the scene: how technology can empower your operational shifts and accelerate collaborations into a successful (re)launch of group trips.

Useful Resources:

• Team Roles & Trip Planners - Collaboration

• Business case: Run Wild Retreats trip collection - review the setup

Click HERE to watch webinar on YouTube. 

Useful Resources: 

• Tasks and Custom Forms to help you design the client onboarding journey. 

Click HERE to watch the webinar on YouTube.

The Highlights: 

• What is Refund Protect and how it works.
• Why did you decide to integrate with RP? Why would you recommend RP to other travel businesses?
• How do you explain the difference between refundable bookings and travel insurance? Can you/should travelers have both?
• What is the RP adoption rate among your travelers?
• How do you communicate the RP terms to travelers? Did you come across any misunderstandings?
• What do you recommend operators put in their terms and conditions regarding RP / What did you change in your terms & conditions when implementing RP?
• How did it impact your relationship with the clients?
• Have you experienced additional Customer care costs from increased inquiries
• The Refundable booking costs 5% for the traveler, but YouLi can be configured to add more.
• What % booking cost do you typically recommend?
• How do you define Cancellation (during cooling-off period) vs applying for a Refund?
• When does the trip "Start" for the purposes of claiming – when you leave your house on the way to the airport? Or when you arrive at the start of your tour if the flight is not included?
• Currently YouLi makes it possible to make the ENTIRE booking refundable, but you’re looking to allow them to make individual payments refundable, why is that important?

FAQ & RESOURCES: 

• Help document about YouLi - RP integration
• Example Refund Protect FAQ for your Travelers (curtesy of Reho Study Tours)

Click HERE to watch the webinar on YouTube

The Highlights: 

•  What every tour operator should know about travel marketing data
• Why it's important to track your marketing data and how it is presented in YouLi platform
• How to effectively connect your platforms and grow your tech stack over time
• Marketing Data, SEO, Analytics - choose the right reporting and the dashboard
• Source Tracking - how it can impact your bookings, pricing structure, and revenue.  💥
• Case Study: "Run Wild Wellness & Retreats" - how to build a business marketing engine - YouLi In-app overview. 

Useful Resources: 

• Account | Branding | Google Analytics Tracking ID

• How to track where your travelers are coming from? Including your affiliates or ambassadors

Click HERE to watch the session on YouTube

Click HERE to watch the session on YouTube

The Highlights: 

• Group Tour Operators share the insights of launching a new travel brand and running retreats within the travel restrictions. Co-hosted by Nick Vannello of GoNaked Events and Sophia Boyer of Melanated Travel