Robust Application, Lean Team

Pros

This application and more importantly the team is first class all the way. I am very happy to have discovered this travel application and planning platform-- it has nearly everything I need to automate my business a bit more, and give my clients a personalized, organized experience with my company. It seems as though they release new updates, improvements and fixes on a regular basis. They are quite flexible. They listen to feedback and implement with speed... it's the advantage of having a robust application, rand by a small team who you can touch, call, email etc. I also appreciate that the company is founded by enterprising women.. always a plus! Thank you YouLi Team!

Cons

The cost is a bit high. It would be nice to have a native app to be able to access things without internet connection. More built in forms needed

A great time-saver for busy business owners

Time-saving for sure. And super easy to keep track of everyone. We also love being able to send the waivers, itinerary, important docs, etc. all in one place!

Pros

I love how intuitive it is to use, and I also LOVE the reminders, it makes it super easy to keep track of everyone.

Cons

Would love to be able to preview the text of the daily itinerary. Would love if it stored clients' data under their names, so if they sign up for another trip with us, they didn't have to register their info again. I also think it's a bit tricky for a lot of our older clients to figure out (60+), but that just comes with the age I think.

Great solution for trip planning and management

Overall I have enjoyed the YouLi experience. It is a little pricy for what you get, wish there was a non-profit discount.

Pros

I like that it is all web-based. It looks good and has lots of features that are needed. The payment system is good as well to accept a varity of payment plans.

Cons

It is a lot of work to create new trips. Not sure the best way to solve it, but I find myself copying old ones and tweaking them versus setting new ones up. I did have an issue where a individual signed up instead of signing up as a group, and there was no easy way to fix that but have him deleted and forced to sign up again.

Couldn't be easier to get up and running

Youli's customer support is excellent. They respond right away and open to suggestions and ideas for new features. As a tour operator, we look forward to growing with Youli. They help us better serve our customers and make us look even better!

Pros

Youli makes it incredibly easy to launch new trips. The design is intuitive and functions are well organized, making the process of designing and launching a new trip very quick and easy. And the end result is a beautifully designed, user-friendly booking process . I love the "Magic link" feature in place of account passwords, which can create too much user friction. Youli makes it easier for us to "upsell" clients with enticing trip add-ons. And it has eliminated a ton of work for our staff when it comes to on-boarding new customers in terms of helping them prepare for their trip and collecting all the necessary information from them so we can prepare the trip for them.

Cons

One drawback is that there isn't a way to easily "transfer" a customer from one trip to another, as there is no centralized CRM. Each trip is separate in this regard. We simply re-enter the customer's information into the new trip. And as Youli launches in new Zapier integration, we'll use zaps to build a CRM in Hubspot to store historical customer data and manage CS tickets.

My One Stop Solution

I feel like a part of the YouLi family. They know me by name, they make me feel special, and they are always supportive of my projecs

Pros

Coordinating travel is a tricky thing. In the past, I used spreadsheets, Trello, EverNote, and Wix. With YouLi, all of these tools (and much more) are incorporated into one brilliant package. YouLi allows me to quickly build sales pages, set up payment options, manage my travelers, and much more. Since incorporating YouLi into my retreat business, I have saved countless hours organizing details..

Cons

There are a few little things that I do wish were easier. Setting up Single or Double occupancy for a room and automatically charging the correct amount to the customer would be amazing. There are times when I can't find a setting that I'm looking for, but the YouLi team ALWAYS answers quickly.