✨Features

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Graphic Planning

Yoplanning is full web software that focuses on graphical planning functionality. This functionality differs from that of a classic calendar by its flexibility and its ability to adapt to teams of different sizes and specific needs.

In a calendar, events are generally organized in a linear fashion, with fixed time slots for a single person. This can be limiting when you have to manage a large team and many complex activities with shared events.

Yoplanning's graphical schedule, on the other hand, offers a more dynamic and interactive view. You can view your entire team or just part of it, for periods ranging from one day to seven days. Activities can be easily dragged and dropped onto the schedule, assigned to different supervisors, or modified in terms of dates and times.

This graphical approach makes planning more visual and intuitive, thus facilitating task management and team coordination. In addition, the schedule is fully configurable, allowing you to adapt it precisely to the size of your team and your specific needs.

In short, Yoplanning's graphical planning functionality offers a flexible and customizable solution for managing your time and resources, making your daily work more efficient and organized.

Staff Scheduling

Yoplanning offers a functionality dedicated to “Staff Planning”. This feature is designed to facilitate the management of collaborators who work closely with your Team, whether they are instructors, guides, pilots or whether they have an administrative or technical role.

Each staff member has their own access to Yoplanning, with a unique connection. This allows it to centralize all activities from several different Teams. He can thus view his personal schedule, which is particularly useful within the framework of minimum access rights.

Indeed, Yoplanning allows you to define specific access rights for each user. For more information on rights management, we invite you to consult the specific article on this subject.

In addition to viewing the schedule, each member of staff can also use dedicated mobile applications. These applications allow you to consult the scheduled activities at any time, as well as the list of registered participants.

This “Staff Scheduling” functionality therefore offers a complete solution for managing employees, providing them with the necessary tools to monitor their activities and coordinate their work with the rest of the Team.

Rights management

Yoplanning offers an essential functionality: “Rights Management”. This feature allows you to precisely control what each member of your Team can see and do within the software.

When you invite a new member to your Team, you can assign them specific rights. These rights determine the way in which the staff member views the schedule, and in particular the schedule of other members of the Team.

By default, when a new member is invited, they only have access to the bare minimum and no sensitive information is visible. This ensures the confidentiality of your Team information while allowing the new member to start working.

The flexibility of Yoplanning's rights management allows you to add or remove rights at any time, with a single click. This gives you full control over access to information and features in your schedule, allowing you to tailor access rights based on roles and responsibilities within your Team.

In short, Yoplanning's rights management functionality offers an effective solution for maintaining the security and confidentiality of your schedule while ensuring effective collaboration within your Team.

Online sale

Yoplanning offers a key functionality: “Online Sales”. This feature is specially designed to facilitate multi-channel management of your activities (for more information, see the specific article on multi-channel).

Online sales in Yoplanning are not limited to simple online reservations by your customers via their credit card on your website. It encompasses a much wider range of functionality. For example, it offers tools for your partners to make reservations, as well as easy ways for any member of your Team to make reservations directly from their phone.

Everything in Yoplanning is organized around online sales, whatever the complexity of your business. The schedule is designed to organize information in such a way as to facilitate online sales directly on your website, thanks to our reservation module.

This module integrates directly into your website, offering a fluid and intuitive online sales experience. Its design has been carefully studied to facilitate the sale of your activities, by including all the functions specific to your business.

In short, Yoplanning's online sales functionality offers a complete solution for managing reservations and sales, facilitating collaboration with your partners, allowing your Team to make reservations easily and providing your customers with an experience simple and efficient online reservation.

Channel manager

Yoplanning offers an innovative functionality: the “Channel Manager”. This feature is designed to optimize the multi-channel management of your activities.

The Channel Manager allows you to create resellers who can sell your activities, either through their own website or directly to their customers over the counter. These sales are directly and automatically synchronized with your schedule. Resellers do not see your entire schedule, but only what you have decided to show them.

In addition, Yoplanning is already connected to numerous tourist office systems and to national and international activity distribution players. This means you can expand your reach and increase your sales by leveraging these existing connections.

The Channel Manager is a tool that facilitates sales on numerous channels, whether national or local, by automatically centralizing the availability of your activities. This means you can manage all your sales from one place, making running your business much simpler.

It is a powerful sales tool that will help you grow your local network by providing a modern and efficient tool. In addition to improving your professionalism, the Channel Manager will also improve your image with your partners.

In short, Yoplanning's Channel Manager functionality offers a complete solution for the multi-channel management of your activities, facilitating collaboration with your resellers, simplifying the management of your sales, and connecting you to a wider network of distributors. 'activities.

Approved fund

Yoplanning offers an essential functionality for companies based in France: an “Approved Cash Box”. This functionality is integrated directly into the application to facilitate the daily management of your financial transactions.

The Yoplanning fund is approved by the French administration, which means that it complies with all the standards and regulations in force. You can download the approval certificate directly from our site.

Whatever your nationality, daily management of the cash register and control of receipts at the end of the day are essential to avoid errors and maintain well-kept and impeccable accounts. Yoplanning helps you create effective procedures to control your cash register and track your customers' payments.

In short, Yoplanning's Authorized Cashier functionality offers a complete solution for managing your financial transactions, providing you with the tools necessary to maintain accurate accounting that complies with regulations.

Private activity management

Yoplanning offers advanced functionality for “Private Activity Management”. This feature uses intelligent algorithms to calculate the availability of your activities in real time, including those that require planning in advance and have limited resources.

Our algorithms are able to calculate the availability of your team and cross-reference it with your equipment stocks, if necessary. It is Yoplanning which will automatically open and close sales depending on what the staff members have on the schedule. This means that you will no longer need to make phone calls to everyone to organize your schedule.

In short, Yoplanning's Private Activity Management functionality offers a complete solution for managing your private activities, providing you with the tools necessary to maintain precise and efficient planning. This allows you to save time and avoid errors, while ensuring better organization of your activities.

In Yoplanning, we call this Potential planning.

Management of Material Resources

Managing hardware resources is an essential feature of the Yoplanning application. It allows you to effectively manage your material resources and combine them with your human resources for optimal organization.

Limited stock

If you have a limited stock of materials needed for an activity, Yoplanning can help you manage it efficiently. For example, if you are organizing a climbing activity and have a limited stock of harnesses, Yoplanning allows you to track the number of harnesses available and plan your activities accordingly.

Common Material

Yoplanning is also useful when you have material in common between several activities. For example, if you have a specific room that is used by two or more different activities, Yoplanning can manage the availability of that room. If the room is no longer available, Yoplanning can automatically open and close the corresponding activities.

Benefits

Managing hardware resources with Yoplanning allows you to:

• Monitor the availability of your hardware resources in real time.

• Effectively plan your activities based on the availability of your resources.

• Avoid reservation conflicts for shared resources.

• To have lists for preparing equipment, general or by supervisor.

In short, Yoplanning's hardware resource management functionality offers you a complete solution for managing and optimizing your resources, allowing you to concentrate on organizing your activities.

Tracking Orders and Payments with Yoplanning

Tracking orders and payments is another key feature of the Yoplanning app. It offers you a range of tools to track order status and payment, allowing you to effectively manage your finances.

Payment Tracking

With Yoplanning, you can easily find out who has paid and who still owes the service amount. This allows you to track payments in real time and ensure all invoices are paid on time.

Advanced search

Yoplanning also offers advanced search functionality with numerous filters based on different elements, including order dates and delivery dates. This allows you to quickly and easily find the information you need.

Automated Procedures

To ensure that no service is forgotten, Yoplanning provides you with automated procedures. These procedures ensure that each service is correctly invoiced and assigned to a member of the management staff.

Benefits

Tracking orders and payments with Yoplanning allows you to:

• Track the status of orders and payments in real time.

• Easily search for specific information with advanced filters.

• Ensure that all services are correctly billed and assigned.

• Optimize the management of your finances and your staff.

In summary, Yoplanning's order and payment tracking functionality gives you a complete solution for managing your finances and orders, allowing you to focus on organizing your activities.

Online Payment Integrated with Yoplanning

The integrated online payment functionality is a key element of the Yoplanning application. It allows you to easily manage financial transactions directly from your application.

Integration with Various Payment Providers

Yoplanning not only allows you to create a Stripe account in just a few minutes, but also, upon request, integrates other payment providers such as PayPal, Postfinance, Adyen and Payline. This gives you maximum flexibility to choose the payment provider that best meets your needs and those of your customers.

Reservation Module

Once your payment provider is configured, you can use Yoplanning to get your customers paid easily and securely. You can create a payment link that your customers will receive by email, and connect your payment provider to your booking module that you can install on your website. This means your customers can book and pay for your services in one place, making the booking process smoother and more convenient.

Automatic Reconciliation

With Yoplanning, financial reconciliation is automatic. This means that payments are automatically allocated to the invoices for which they are intended, ensuring accurate and efficient management of your finances and tracking of collections.

Integrated Refunds

Yoplanning also includes a refund functionality. If a customer needs to be refunded, you can manage the refund directly from Yoplanning, simplifying the refund process.

Benefits

Online payment integrated with Yoplanning allows you to:

• Easily manage financial transactions directly from your app.

• Offer your customers a simple and secure payment process with the provider of their choice.

• Automatically track all financial transactions.

• Manage reimbursements simply and efficiently.

In summary, Yoplanning's integrated online payment functionality gives you a complete solution to manage your financial transactions, allowing you to focus on providing quality services to your customers.