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    • #️⃣ Daily Yoplanning
      • Manipulation and management of orders in Yoplanning
        • Manage orders on Yoplanning.pro
        • Modify an order on Yoplanning.pro
        • Determining the main customer for 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 Plan
        • Add a session to an order
        • Selling an unplanned product from Yoplanning.pro
        • Customizing the status of Yoplanning.pro orders
        • 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?
          • Ensure the proper functioning of assignments
          • Weekly control of order validation in final invoice
        • Grouping Activities on the Quote or Order in Yoplanning.pro
        • Add a price to an item in an order
        • Merge Orders
        • General information on credits and how they work.
      • Manage bookings with Yoplanning
        • Entering counter entries with the reservation module
        • Registration Entry and Registration Modification in Yoplanning.pro
        • Manage 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
        • Registering a Participant in Yoplanning.pro
        • sell one or more gift vouchers
        • Modify or move a participant's registration
          • Move a Session in Yoplanning.pro
          • Move a participant from one session to another in Yoplanning.pro
        • Group or seminar registration
        • Optimize the addition of your resources with Yoplanning.pro
          • Add a resource to a participant on Yoplanning.pro
          • Add a resource to an order on Yoplanning.pro
        • Send an email to multiple participants
        • Add participants to a session
        • Advanced options for managing registrations
          • Split a participant registered in a group
        • Send reservation tickets to participants
      • Schedule and unavailability with Yoplanning
        • Transferring multiple sessions from one staff to another
        • Generate Staff Fees with Yoplanning
        • Define unavailability for a team member
          • Modify or delete a staff member's unavailability.
        • Assign one or more staff to a session
        • Choice of colors in the schedule
        • Staff Requested (assignment lock)
      • Payment and Transactions on Yoplanning
        • How to Send a Payment Link to Your Client on Yoplanning
        • Make a refund with Yoplanning
          • Total Refund of an Order
          • Partial Refund of an Order
          • Refund of an Order Validated by Invoice
        • Pay at the Counter in Distance Selling via a Payment Link
        • Easily correct cash register errors on Yoplanning
        • Payment in 3 installments without fees via Payline
        • Paying on Yoplanning
        • How to reconcile Stripe and the checkout?
        • Management of Overpayments in Orders on Yoplanning.pro
        • User Guide for Setting Up the Stripe Payment Terminal
        • Benefits of using the Yoplanning banking terminal in collaboration with Stripe
      • Accounting Questions
        • French Accounting
          • Statement of Advance Receipts in Yoplanning.pro
          • FAQ: Removal of the term "provisional" from the invoice title on Yoplanning
          • Certification of Conformity of the Fund
          • Accounting instructions for France (invoicing module)
          • Billing Standard
          • Integration of Pennylane with Yoplanning
        • General Operation of Accounting
        • Generate a Credit Note from an Invoice on Yoplanning.pro
        • Generate a final invoice on Yoplanning.pro
        • 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
      • Customer 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 Emailing Rules in Europe
        • User Guide for Connecting an Email System via Zapier
        • Find the participant information request link
      • 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 Modifying 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
        • Marketing Module in Yoplanning
      • Product settings
        • Prepaid plans, gift vouchers, gift certificates
          • Gift voucher
          • Gift Certificate & 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 AI Planning
          • Creating a session on Yoplanning
          • Using 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 File (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?
          • Transition Backup in YoPlanning: A Technical Analysis
      • 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 member from the team
        • Guide to synchronizing Yoplanning with Google Calendar
        • Pay Fees by SEPA Transfer
      • 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 with a reseller's team using 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
        • Management of Resellers and Business Providers for Groups
          • Infographic Reseller and Business Provider
      • Booking module
        • Customization of the reservation module
          • Customize your messages for full or unavailable activities
          • Customize the graphic charter of the reservation module
        • Integration of the reservation module
          • Creating URLs for Integrating the Reservation Module on a Website
          • Wordpress
          • Squarespace
          • Wix
          • Jimdo
          • Web agency technical doc
            • Introduction: Technical Doc
            • Google Analytics
            • Google Analytics with Yoplanning
            • E-commerce events sent to Google Analytics
            • Tracking traffic sources with UTM parameters
            • Cross-domain tracking with the _gl parameter (Google Analytics 4)
        • FAQ Booking Module
          • Is it possible to set a minimum number of participants for online sales?
      • General settings of Yoplanning
        • List of payment methods
        • Team settings
          • How to find your Google Business Profile ID
        • Pennylane Integration
        • Order data
      • Options Management (Material and Intangible Resources)
        • Creation and modification of the material list on Yoplanning.pro
        • Creating an Option in Yoplanning
        • Allocation of Options to Sessions on the Schedule
        • Setting 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 Settings on Yoplanning.pro
        • Setting the Status of Staff 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?
      • AI planning
        • Create sessions in your AI 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 Reference Frame of Different Dates on Yoplanning.pro
      • Automatic discount or reduction on a reseller
      • Using 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 of Session Assignments
      • Staff Management
      • FAQ: Tax Problems 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 staff on the schedule?
      • Why can't I send a confirmation email?
      • Why are the sessions on my schedule faded?
      • Why do sessions disappear when I create them as 'unassigned'?
      • How do I make sure the "unassigned" line is empty for the next day?
      • Why are the first and last names duplicated and I don't have the phone number in the participants?
      • Why don't some orders turn into an invoice?
      • What is ResaOne?
      • How to check reseller orders?
      • FAQ: Create a booking module for business introducers with a payment link.
      • Can I make a deduction from the fees paid to my staff?
    • ⚙️FAQ for setup
      • Why don't the discounts set in the product appear online?
      • Resolution of the Problem of Products Not Displayed in the AI Planning on Yoplanning.pro
      • Understanding the visibility of information in the reservation module
      • FAQ: Integrating a staff member's mobile number into reminder emails
      • Why can't I change the font in 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 do I find my fee slips on Yoplanning.pro
      • How to enter your IBAN
      • Guide to Changing 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 of 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 do I 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
    • 2024 Update Report
      • 📢Yoplanning Updates – December 2024
      • 📢Yoplanning Updates – November 2024
      • 📢Yoplanning Updates – October 2024
      • 📢Yoplanning Updates – September 2024
      • Update Report: June - August 2024
      • Update of June 10, 2024
      • Update of May 20, 2024
      • Update of May 6, 2024
      • Update of April 29, 2024
      • Update Report Until April 10, 2024
      • Update Report until March 27, 2024
      • Update of February 27, 2024
      • Update of February 21, 2024
      • Update of February 19, 2024
      • Update Monday, January 29, 2024
      • Update of January 31, 2024
      • Update of January 22, 2024
      • Update of January 15, 2024
      • Update of January 9, 2024
      • Update of January 8, 2024
      • Update of January 17, 2024
    • 📢Yoplanning Updates – January 2025
    • 📢Yoplanning Updates - February 2025
    • 📢Yoplanning Updates - March 2025
  • Developer
    • Yoplanning API Documentation
    • Catalog Access Tutorial
      • Checking Availability via the Yoplanning API
    • Planning Technology Brick
  • Developer FAQ
    • FAQ: Category Management in YoPlanning
    • FAQ: Using Webhooks in YoPlanning
    • FAQ: Reselling Terms and Commission Rate Definitions
  • Privacy and Terms of Use of yoplanning.pro
    • Privacy Policy
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Vakario 2023

On this page
  • Send an Invoice, Ticket or Quote
  • Send an Automatic Reminder to the Client Before his Session
  • Send a Reminder Manually to a Session Participant.
  • Send a Message After the Service to Collect Feedback
  • Send Message to All Members of a Session
  • Send Message to All Participants of a Defined Period
  • Important Warning Regarding the Use of Yoplanning Email Sending Features
  • Extract emails from my customer file for eMailling
  • What is Opt in?
  • User guide to connect an emailing system via Zapier
  • Access to the participant information request form
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  1. Yoplanning Academy
  2. #️⃣ Daily Yoplanning

Customer Communication

PreviousSending email or SMS to team membersNextSend an Invoice, a Ticket or a Quote via Yoplanning

Last updated 8 months ago

This guide explains how to use Yoplanning to efficiently send invoices, tickets or quotes to your customers. It details the steps to select the appropriate document, customize the accompanying message.

Learn how to set up and send automatic reminders to clients for their upcoming sessions. This module covers scheduling reminders, personalizing message content, and tips for maximizing the effectiveness of communications.

You can create multiple reminder templates and manually choose them whenever you want from the participants list.

Learn how to send post-service messages to collect customer feedback. This guide explains how to create message templates, choose the optimal time to send, and how to use customer feedback to improve your services.

Send Message to All Members of a Session

This segment details the process of sending group messages to participants in a specific session. It includes instructions on selecting recipients, composing the message, and best practices for communicating effectively with a group.

Send Message to All Participants of a Defined Period

Learn how to target and communicate with customers who participated in activities over a specific time period. This guide provides step-by-step steps for filtering recipients by time period, writing relevant messages, and managing bulk sends.

Important Warning Regarding the Use of Yoplanning Email Sending Features

Please note that the restrictions below do not apply to SMS, only to emails

Please note that while Yoplanning offers features for sending notifications by email and SMS, there are important restrictions on their use. Yoplanning has a specific license for sending notifications, which means that the message sending features must be used exclusively for sending informational or notification emails, and not for commercial communications.

It is imperative not to use Yoplanning to send commercial messages, such as reminder emails at the start of the season to stimulate bookings. These practices could be interpreted as spam and negatively affect the reputation of your organization as well as that of Yoplanning.

If you need to send emails for commercial purposes, we strongly recommend that you use a dedicated tool for this purpose, designed specifically for marketing communications. This measure will not only ensure compliance with current standards and regulations, but will also help maintain the efficiency and reliability of Yoplanning's notification systems.

Your understanding and cooperation are essential to ensure an optimal user experience that complies with digital communication legislation.

To carry out commercial communication with your customers.

GDPR documentation regarding email communication.

The feature allows you to automate the management of email communications by connecting Yoplanning to an emailing system via Zapier.

The feature allows to generate and share a public link for participants to fill out a form with requested information.

Extract emails from my customer file for eMailling
What is Opt in?
User guide to connect an emailing system via Zapier
Access to the participant information request form
Send an Automatic Reminder to the Client Before his Session
Send a Reminder Manually to a Session Participant.
Send a Message After the Service to Collect Feedback
Send an Invoice, Ticket or Quote