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    • ⚙️Operating principle
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    • #️⃣ Yoplanning daily
      • Manipulation and management of orders in Yoplanning
        • Manage orders on Yoplanning.pro
        • Modify an order on Yoplanning.pro
        • Determining the main customer of an order
        • Modification of the price in an order on Yoplanning.pro
        • Management of discounts on quotes, orders and invoices
        • Delete all or part of an order on Yoplanning.pro
        • Search orders on Yoplanning.pro
        • Send an order confirmation by email on Yoplanning.pro
        • Create a Credit for a Customer or Use an Existing Credit
        • Using a Customer's Credit or Prepaid Package
        • Add a session to an order on Yoplanning.pro
        • Sell an unplanned product" from Yoplanning.pro
        • Customization of the status of orders in Yoplanning.pr
        • Charge cancellation fees on Yoplanning.pro
        • Tracking sales and collections
          • Search for registrations without orders
          • Management of pending payment links
          • Monitor payments with Yoplanning.pro: Who hasn't paid and who has a balance to pay?
          • Ensuring the proper functioning of assignments
          • Weekly control of the validation of orders in final invoice
        • Grouping Activities on the Quote or Order in Yoplanning.pro
        • Add a rate to an item in an order.
        • Merge Orders
        • General information on assets and how they work.
      • Manage reservations with Yoplanning
        • Entry at the Counter via the Yoplanning.pro Reservation Module
        • Registration Entry and Registration Modification in Yoplanning.pro
        • The list of sessions and participants Yoplanning.pro
        • Register a group of participants
        • Delete a registration (cancellation) on Yoplanning.pro
        • Add or modify equipment for a participant
        • Registration of a Participant in Yoplanning.pro
        • sell one or more gift vouchers
        • Modify or move a participant's registration
          • Move a Session in the Yoplanning.pro Application
          • Move a Participant from One Session to Another in Yoplanning.pro
        • Group or seminar registration
        • Add equipment to a participant
        • Send an email to multiple participants
        • Add participants in a session
        • Advanced options for managing registrations
          • Split a participant registered in a group
      • Planning and unavailability with Yoplanning
        • Transfer multiple sessions from one staff to another
        • Generate Staff Fees with Yoplanning
        • Define unavailability for a team member
          • Modify or delete a staff unavailability.
        • Assign one or more Staffs to a Session
        • Choice of colors in the schedule
      • Payment and Transactions on Yoplanning
        • How to Send a Payment Link to your Client on Yoplanning
        • How to make a refund
          • Total Refund of an Order
          • Partial Refund of an Order
          • Refund of an Order Validated by Invoice
        • Cash at the Counter in Distance Selling via a Payment Link
        • Cash Error, How to Modify
        • Payment in 3 installments without fees via Payline
        • Doing the cash register on Yoplanning
        • How to make reconciliations with Stripe and the cash register?
        • Management of Overcharges in Orders on Yoplanning.pro
        • User guide for setting up the Stripe payment terminal
        • Advantages of using Yoplanning's banking terminal in collaboration with Stripe
      • Accounting questions
        • French Accounting
          • Status of Advance Receipts in Yoplanning.pro
          • FAQ: Removal of the term "provisional" in the title of the invoice on Yoplanning
          • Certificate of Compliance of the Fund
          • Accounting notice for France (billing module)
          • Billing standard
          • Integration of Pennylane with Yoplanning
        • General Operation of Accounting
        • Generate a Credit from an Invoice on Yoplanning.pro
        • How to generate a final invoice for my client
        • Should I deduct the commission from orders sold through a marketplace?
      • Internal communication
        • Creation and Management of Planning Notes on Yoplanning.pro
        • Sending email or SMS to team members
      • Client Communication
        • Send an Invoice, a Ticket or a Quote via Yoplanning
        • Send an automatic reminder to the client before the activity
          • Sending a reminder by SMS
        • Send a session reminder manually
        • Send an automatic message after the activity
        • Export customer emails
        • Opt-in and the Rules of Emailing in Europe
        • User guide to connect an emailing system via Zapier
        • Find the link to request information from participants
      • Using planning filters
        • Viewing the schedule
        • Planning Context Management
        • Moving Sessions and Courses
      • Dashboard and statistics.
        • Dashboard
          • Hours sold vs. hours supervised, what's the difference?
        • Exports & Statistics
    • ⚙️Yoplanning Parametrage
      • Customer communication
        • Guide to modifying email templates on Yoplanning
          • Details of variables available in client emails
        • Insert your General Conditions of Sale in Yoplanning.pro
        • Guide to Modify SMS Templates on Yoplanning
        • Modify the Address of Your Structure
      • Management and configuration prices
        • Dynamic price management (seasonality) in Yoplanning
        • Define a Rate per Session for Private Lessons in Yoplanning.pro
        • Price per Participant vs Price per Session
        • Generate promo codes
      • Product settings
        • Prepaid packages, gift vouchers, gift certificates
          • Gift voucher
          • Gift Voucher & Prepaid Package
        • The products that will be used on your schedule
          • Create a product
          • Create Tags to Classify your Products in Yoplanning
        • Management of Openings and Closings of Online Sales
          • Control of Online Sales of Activities via Artificial Intelligence
        • Setting up availability on your schedule
          • General Planning VS Potential Planning
          • Creating a session on Yoplanning
          • Use repetitions on Yoplanning.pro
        • Define Meeting Places in Yoplanning.pro
          • Management of customer collection points
        • Define the Order of Products on Yoplanning.pro
        • Participant Management
        • Customization of the Customer Sheet (Participant)
          • Request information about the participant after the order
            • Simplified Management vs. Detailed Management
        • Manage the entry flow with appointment times defined for the public
        • How does product transition backup work.
      • Staff management
        • Invite a staff member to your team
        • Define staff rights and roles
        • Sort and classify staff on the schedule.
          • "Staff Order / week" feature
        • Deleting Staff Tags
        • Delete a staff from the team
        • Guide to synchronizing Yoplanning with Google Calendar
      • Management of resellers and business providers
        • Doc for Producer teams: Collaboration with Resellers and Business Providers
        • Invite a Reseller to Your Team on Yoplanning.pro
        • How do I share my products in a reseller's team with Yoplanning?
        • User guide for resellers: How to use Yoplanning
        • Management of business providers
          • Create a Business Introducer Client
          • Online sales for a business provider on Yoplanning.pro
          • Give access to your business provider for over-the-counter sales on Yoplanning.pro
        • Remove a reseller from my team
      • Booking module
        • Customization of the reservation module
          • Guide to customize the message of complete or unavailable activity
          • Customize the graphic charter of the reservation module
        • Integration of the reservation module
          • JIMDO integration
          • Wordpress
          • Integration: Technical doc
            • Google Analytics
          • Creation of URLs for the Integration of the Reservation Module on a Website
          • Integration of the Yoplanning reservation module on the Squarespace CMS
          • Wix
        • FAQ Reservation module
          • Is it possible to set a minimum number of participants for online sales?
      • General settings of Yoplanning
        • List of payment methods
        • Team settings
        • Pennylane Integration
      • Options management (material and immaterial resources)
        • Creation and modification of the list of materials on Yoplanning.pro
        • Creating an Option in Yoplanning
        • Allocation of Options to Sessions on the Schedule
        • Set up Cancellation Insurance
          • Setting up Meetch Cancellation Insurance
          • Setting up Assurmix cancellation insurance
        • Define an order for your product options.
      • Fees (Settings)
        • A little reminder of the regulations on fees
        • Product Type Setting on Yoplanning.pro
        • Setting the Status of Staffs on Yoplanning.pro
        • Presences in a staff status
        • Setting the Fee Amount on Yoplanning.pro
        • Setting up Bonuses or Incentives in Addition to Fees
        • Problems with Staff Fees – What to Check?
      • Potential planning
        • Create sessions in your Potential schedule with Yoplanning
      • Online sales
        • Your Online Store with Yoplanning
        • Payline setup procedure
      • To create your schedule for the future season in Yoplanning
  • ❓FAQ
    • 💡General FAQ
      • Understanding Totals in a Different Date Reference on Yoplanning.pro
      • Discount or automatic reduction on a reseller
      • Explanation of the figures in the statistical dashboard on Yoplanning.pro
      • Find your Team ID on Yoplanning.pro
      • Pricing of SMS sent from Yoplanning.pro
      • Find my Yoplanning invoices
      • Staff Notification on Session Assignments
      • Staff management
      • FAQ: Tax Issues on Orders, Quotes or Invoices
      • Email in spam and delivery problem
      • 3D Secure from the Merchant's Point of View
      • Examples of sites using Yoplanning
      • Why can't I see all the staffs on the schedule?
      • Why can't I send a confirmation email?
      • Why are the sessions on my schedule faded?
      • How do I make sure the "unassigned" line is empty for the next day?
      • Why is the first and last name duplicated and I don't have the phone number in the participants?
      • Why do some orders not turn into an invoice?
    • ⚙️FAQ for setup
      • Why don't the discounts set in the product appear online?
      • Resolution of the Problem of Products Not Displayed in the Potential Schedule on Yoplanning.pro
      • Understanding the visibility of information in the reservation module
      • FAQ: Integrating a staff's mobile number into reminder emails
      • Why can't I change the font in the email templates?
      • FAQ: Online Sales After the Start of the Service
      • Setting Up Connectivity for Tourist Offices Equipped with Orchestra
      • Setting Up Connectivity for Tourist Offices Equipped with Engineering
      • Import a customer file into Yoplanning
    • Staff FAQ
      • How to find my fee sheets on Yoplanning.pro
      • How to enter your IBAN
      • Guide to Modifying Email in Yoplanning
      • Enable Email Notifications for Upcoming Sessions
      • Working in Several Different Structures with Yoplanning
      • How to print the session sheet on Yoplanning.pro
      • I no longer see the filter button at the top right in my Yoplanning interface
      • Manage my availability and unavailability in Yoplanning
      • Synchronize my Google Calendar account with Yoplanning
      • Moving a student from one course to another (harmonization)
      • How to change the times displayed on the schedule?
      • Modification of contact details in the header of the fee sheet
      • Change password on Yoplanning.pro
      • FAQ: How does the "Book [first name]" button work?
  • Update Information
    • Update of January 8, 2024
    • Update of January 9, 2024
    • Update of January 15, 2024
    • Update of January 17, 2024
    • Update of January 22, 2024
    • Update Monday, January 29, 2024
    • Update of January 31, 2024
    • Update of February 19, 2024
    • Update of February 21, 2024
    • Update of February 27, 2024
    • Update Report until March 27, 2024
    • Update Report Until April 10, 2024
    • Update of April 29, 2024
    • Update of May 6, 2024
    • Update of May 20, 2024
    • Update of June 10, 2024
    • Update Report: June - August 2024
  • Developer
    • Yoplanning API Documentation
    • Catalog Access Tutorial
      • Checking Availability via the Yoplanning API
  • Developer FAQ
    • FAQ: Category Management in YoPlanning
    • FAQ: Using Webhooks in YoPlanning
    • FAQ: Reselling Terms and Commission Rate Definition
  • Privacy and Terms of Use of yoplanning.pro
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❤️Yoplanning Docs

❤ Yoplanning Docs

With a decade of experience, YoPlanning offers a comprehensive set of tools to manage your business, whatever its size. YoPlanning provides a collaborative online calendar to manage your schedule collaboratively and share a bit like Google Calendar, but dedicated to your business, you can share human resources and material resources, powerful and automated algorithms, constantly calculate your true availability in the different activities.

Yoplanning is a real daily assistant that you can consider like your private secretary.

With YoPlanning, you can offer different secure online payment methods, create payment links, manage collection notices and issue refunds. It also allows you to accept online payments 24/7.

YoPlanning integrates with your website, allowing you to customize the design, generate gift vouchers and add forms to collect the necessary information. It also offers additional modules to manage your business finances, including an invoicing and accounting module and an expense management module.

For developers, YoPlanning offers a REST API for various use cases, such as populating a CRM, synchronizing your system with YoPlanning, managing the addition of activities, retrieving statistical data and selling activities online on your website.

YoPlanning is committed to helping you succeed in your digital journey, offering start-up assistance, support and a community forum.

It also offers a free trial so you can explore all of its tools and services.

This documentation will guide you through the features of YoPlanning, helping you get the most out of this powerful online booking software. Whether you're a freelancer, a small team, or a large company, YoPlanning has the tools to help you manage and grow your business.

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YoPlanning is online booking software for activity and leisure providers. It offers scheduling management, payment acceptance, and integration with Google Calendar and your website. Additionally, it offers modules for financial management and a REST API for process automation.

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