Back-office for business introducers, multi-team
What is this feature for?
The back office dedicated to business introducers allows a professional who recommends clients to different teams (structures using Yoplanning) to view, via a single interface, the orders generated thanks to their recommendations. This multi-team dashboard centralizes all useful information, regardless of the partner with whom you collaborate.
How to access the business development back office?
Only one email to use:
The common identifier for all your business relationships is your email address.
Make sure to always provide the same email address to your partners when registering in their systems.
Back office registration:
Go to the following URL: 👉 https://yoplanning.pro/signup/business-provider
Use the email address your partners have registered for you.
Create your password, then validate.
Connection:
Once your account is created, log in to https://yoplanning.pro with your credentials.
What can be viewed in the back office?
The list of orders placed in all partner teams that have identified you as a contributor.
Details of customers (within the limits of accessible data) who have made purchases through you.
The information is sorted by team, which allows you to view the results of your recommendations according to each partner.
Usage tips and best practices
One email = consolidated view: always use the same email address with all your partners to centralize data.
Check your role: Ask each of your partners to register you as a business introducer with the correct email address in their Yoplanning instance.
Keep your password safe and do not share it.
Common Problems and Solutions
No orders displayed
Check that the partner has correctly identified you as a contributor with exactly the same email address.
Make sure that orders have been placed by customers you have referred.
Access denied or forgotten password
Use the "Forgot Password" feature on the login page to reset your password.
I only see some of my partners
This means that some of your partners have not yet entered your email address in their Yoplanning. Contact them to correct this.
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