CHECKLIST: Account Set Up

Before you can make the most of YouLi, configure your Account to connect your payment gateway, branding, profile and most importantly: TEAM. To access your account click on your name in the top right of the screen then click ACCOUNT from the drop down.

Step 1. Update your Profile

Check out our video guide here

• Your avatar should be either your logo or an on-brand picture of you 
  • Be default it's an image of a beach, just click on it to update
• Your name and email are already there.
• You can update your profile to include your 
• contact number (don’t forget the country code)
• Business ABN (if in Australia) 
• Timezone (used to display dates to you across YouLi)
• Your email and phone number will be shown on all Trip Pages where you are “Listed as a Contact”. More information about contacts here.
• If you are the Trip Owner or Main Contact, they will also be used to send automated reminders and confirmations. 
• Don’t forget to Save!

Step 2. Branding! (White-label settings)

YouLi is white-labelled, so be sure to set your logo and brand colors.

• Update TEAM ALIAS FOR TRIP & SHOP LINKS
• This defaults to your name, but you should change it to match your brand
• This is used to create all Trip Share Links - so be sure to set this before sending your links to travelers
• Enter a Google Analytics tracking ID
  • Be sure to do this before you launch your trips so you can measure the effectiveness of your marketing efforts
• The Business Name will show in the header of Your Shop and on the contact section of all your Trip Pages
• Upload a logo to be displayed in the header of Your Shop and all your Trip Pages
• Select brand colors via the color picker
• Or better yet, get it from your website styles
• Finally you have the option to provide a short blurb about your business that shows on your Trip Shop.
• This should include a link back to your website, if you have one

Step 3. Connect your Payment Gateway

• You are able to collect payments a number of ways. In the Payments tab, you can set up a Stripe account, or alternatively, you can contact support to use a Square account.
• ONLY the Admin for the Team account (or you if you’re solo) can set the payment gateway for all trips. 
• For convenience, you can set defaults for your bank transfer method details for those Travelers that want to pay via bank transfer. 
• This saves you from entering each time on a new trip.
• But you can always adjust on each trip.
• This is only visible to registered travelers

Step 4. Add or Update your Team

• Add or update your Team by clicking on Team Members to finalize your account setup.
• The number of users available depend on the package you have so be sure to check the packages available to you by clicking UPGRADE in YouLi.