⚙️Yoplanning Parametrage

⚙️ Yoplanning Settings

Product settings:

This section explains how to create a product, add custom fields to a customer record, configure product options, manage material or tax breakdown in a product, sort products, and manage taxes in the product.

General application settings :

This is where you will find all the little settings of the application, like the team, the subscription, the invoices, the emails, the payment methods, etc.

Prices:

This category explains how to create and use promo codes, manage course and/or multi-session rates, define a rate per "session", add a price variation on a product and add a group rate.

Booking module:

This section provides guides on setting up and customizing the booking module, including general layout, website integration, color settings, and product category management.

Online sales:

This category provides information about the basics of selling online, setting up a widget, integrating the booking widget into a Wix website, and other advanced calendar options.

Communicating with your customers:

This section provides tips on email management, automatic email and SMS reminders, order and payment link email, per-session email, and email layout.

Staff management:

This category explains how to pay fees by SEPA transfer, add a line to the schedule, set up staff fees, generate fee sheets, create fee sheets for readjustment and sort staff.

Management of resellers and business introducers:

This section provides information on selling on national platforms, local resellers, managing business introducers, creating reseller booking modules and managing product access for resellers on Yoplanning.

Edit Email Templates

You have at your disposal a whole series of emails for different situations that you can customize or create templates to facilitate your daily work and improve customer communication.

Options management (material and immaterial resources)

Add to your products options or material resources to be accounted for, this can be both physical material or options such as insurance or an additional service.

Fees (optional module)

Learn how to configure the different elements so that the fees are generated automatically with the correct amounts for each of the staff.

The potential schedule

This is one of Yoplanning's most powerful tools to completely automate the filling of your online sales schedule, whatever your constraints and resources.

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Last updated 22 days ago

⚙️ Yoplanning Settings

This is where you will find all the little settings of the application, like the team, the subscription, the invoices, the emails, the payment methods, etc.

This category explains how to create and use promo codes, manage course and/or multi-session rates, define a rate per "session", add a price variation on a product and add a group rate.

This section provides guides on setting up and customizing the booking module, including general layout, website integration, color settings, and product category management.

This category provides information about the basics of selling online, setting up a widget, integrating the booking widget into a Wix website, and other advanced calendar options.

This section provides tips on email management, automatic email and SMS reminders, order and payment link email, per-session email, and email layout.

This category explains how to pay fees by SEPA transfer, add a line to the schedule, set up staff fees, generate fee sheets, create fee sheets for readjustment and sort staff.

Edit Email Templates

You have at your disposal a whole series of emails for different situations that you can customize or create templates to facilitate your daily work and improve customer communication.

Add to your products options or material resources to be accounted for, this can be both physical material or options such as insurance or an additional service.

Learn how to configure the different elements so that the fees are generated automatically with the correct amounts for each of the staff.

This is one of Yoplanning's most powerful tools to completely automate the filling of your online sales schedule, whatever your constraints and resources.