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Automate Your Events: Mastering YouLi + Zapier Workflows

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Zoom details upon registration 1 DAYS Free
WED 2 JUL 2025 11:00AM - 12:00PM (UTC-05:00)
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MASTERING YOULI + ZAPIER WORKFLOWS

🔧 SIMPLIFY YOUR RETREAT PLANNING—AND YOUR ACCOUNTING

Tired of juggling spreadsheets, emails, and manual invoicing? Join us to discover how integrating YouLi with your Account Platform—like QuickBooks or Xero—can radically simplify your finances. This hands-on session will show you how to use Zapier to seamlessly connect your retreat workflow with your bookkeeping tools.

👩‍💼 FEATURING SPECIAL GUEST: JENNIFER FEIN, YouLi Head of Product

Get insider insight from Jennifer Fein, the tech visionary behind YouLi. Jennifer will guide you through how to:

âś… Automatically sync traveler payments with QuickBooks or Xero
âś… Generate invoices in real-time as guests register
âś… Create a financial trail that keeps you audit-ready and stress-free
âś… Eliminate manual entry by linking YouLi to your full accounting workflow

🧰 WHAT YOU’LL LEARN

đź”— Connecting to Your Account Platform

  • How to set up powerful Zaps that bridge YouLi and tools like QuickBooks or Xero

  • Best practices for mapping payments, invoices, and client records between platforms

⚙️ Automation That Saves You Hours

  • Automate traveler registrations and payments

  • Reduce financial errors and stay cash flow ready

đź’¬ Live Q&A with Jennifer

  • Bring your questions! We'll dive into real-world examples and troubleshooting tips.

🚀 WHO SHOULD ATTEND?

This is a must-attend for:

  • Retreat leaders who hate bookkeeping

  • Event pros ready to clean up their backend

  • Anyone using QuickBooks or Xero alongside YouLi

  • Zapier users who want their finances to run on autopilot

đź“Ą READY TO CONNECT & COLLECT?

Say goodbye to financial chaos. Say hello to easy, elegant automation.
Register now and learn how to plug your planning platform directly into your accounting system. Your future self will thank you.

 

Streamline Your Workflow: Zapier + YouLi = Less Stress, More Bookings

🔧 SIMPLIFY YOUR RETREAT PLANNING—AND YOUR BOOKKEEPING

Tired of juggling spreadsheets, emails, and manual invoicing? Discover how integrating YouLi with Zapier—and linking it to accounting platforms like QuickBooks or Xero—can completely streamline both your operations and your finances. In this interactive session, you’ll learn how to automate repetitive tasks, sync your payments and invoices, and create a seamless experience for both you and your guests—all without writing a single line of code.

🧰 WHAT YOU’LL LEARN

Connect to QuickBooks or Xero:
Step-by-step guidance on building Zaps that link YouLi to your favorite accounting platforms for automatic invoicing, payment tracking, and financial recordkeeping.

Build Effective Zaps:
Learn how to connect YouLi with the rest of your tech stack—including CRMs, email tools, and calendar apps—to eliminate manual busywork.

Real-World Use Cases:
See how retreat planners use automation to reduce errors, reclaim their time, and stay on top of their books—without spreadsheets.

Live Q&A with Jennifer Fein:
Get your integration questions answered by the founder of YouLi and our automation-savvy team.

📥 READY TO AUTOMATE—AND GET PAID FASTER?

Don’t miss this opportunity to master the tools that will take your retreat business from clunky to seamless.
Register now and learn how to connect YouLi to your accounting platform so you can finally automate what matters most.

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About Your Host - Nick

Nick Vannello is a retreat strategist and business coach who helps travel professionals run smoother, smarter experiences with tech-forward solutions. Known for making the complex simple, Nick delivers practical, repeatable systems to help you scale with confidence.

He’s a regular educator for the YouLi platform and the creator behind The Retreat Genius, where retreat leaders find the tools, templates, and inspiration they need to grow.

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What You’ll Need Before the Session:

🧰 What You'll Need

  • A free or paid Zapier account to build and test your automations.

  • A YouLi account with at least one active trip to integrate.

  • A curious mindset and a desire to streamline your retreat planning processes.

All Zap templates, triggers, and step-by-step guides demonstrated during the session will be shared with attendees afterward—so you'll leave with ready-to-implement automations, not just notes.

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Ready to Build Better Retreat Tools in Less Time?

This is not another Canva 101 tutorial. This is next-level training for retreat leaders who want tools that do the work for them.

👉 Reserve your free spot now and unlock the power of Canva’s AI to create tools your guests will actually use—and love.

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