Setting up your Trip Page
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      How-to: Create a Trip Template & Use It To Make a New Trip

      A Trip Template allows you to save time, by leveraging the work that you put in, creating other Trips. Simply re-use the Template every time you need to duplicate a past Itinerary and/or Automated Tasks.

      When to use Trip Templates

      • You have similar TRIPS that reoccur quarterly, annually, etc.
      • You require all of the same TASKS on your TRIPS
      • You want to keep your descriptions, images, messaging, etc. across all of your TRIPS

      More on Templates

      • Any YouLi TRIP that you create can be turned into a TEMPLATE
      • Ultimately, a TEMPLATE allows you to create just one outline of a TRIP PAGE and then customize Trips from your Template, tweaking details as needed
      • Your chosen dates for a TRIP created from a Template will automatically synchronize for both your ITINERARY and AUTOMATED TASKS
      • There is no limit to how many TEMPLATES you can create & they are safely stored in your TRIP DASHBOARD

       

      Turn a Trip into a Template

      1. In your TRIP DASHBOARD, click on the cog from your perfect TRIP

      2. Click "CREATE TEMPLATE"

      3. Give your TEMPLATE a name 

      4. Click "Copy"

      NOTE: Your new Template will live in your "Templates" tab, in your Trip Dashboard, until you publish it. See below for how to do that. 

      Use a Template to create a new Trip

      1. In your TRIP DASHBOARD, go to TRIPS I'M PLANNING > TEMPLATES
      2. Find the TEMPLATE you want to create a new TRIP from
      3. Click on the cog icon
      4. Select "CREATE TRIP FROM"
      5. Give the TRIP a name 
      6. Click "CREATE"

      See this 2-min video, walking you through it: How to: Create a template & then create a trip from that template - Watch Video

       

      Customize your Trip, created from a Template

      Remember to make all of the adjustments you need, such as: 

      • New TRIP DATES
      • Different HIGHLIGHTS/ITINERARY ITEMS
      • Modifications to AUTOMATED TASKS 
      • Change in PRICE

      NOTE: Once you publish the Trip, it will automatically move to your ACTIVE tab and be accessible for traveler registration!

       

      Need more help?

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