General settings of Yoplanning

Introduction

The general settings in Yoplanning concern all of your Team's settings. Be careful not to confuse these settings with your personal user settings. These elements structure your work environment and allow for smooth management of your activities, teams, and sales.

Here are the main sections available in the general settings:

Team Settings

• Team : Information and general configuration of your Team.

• Taxes: Management of VAT rates and other applicable taxes.

• Roles: Definition and customization of roles assigned to staff members.

• Locations: Management of addresses and locations of products and activities.

• Subscription: Track and manage your Yoplanning subscription.

• My Invoices: Access and download subscription invoices.

Communication

• Email: Management of automatic email templates sent to customers.

• SMS: Setting up SMS templates related to reservations and communications.

Sales

• Online Sales: Activation and configuration of your online reservation module.

• Payment Methods: Definition of the payment options offered to your customers.

• Order Statuses: Customize order statuses to track your sales.

Marketing

• Promo Codes: Creation and management of discount codes.

• Dynamic pricing (specific module): Implementation of intelligent and scalable pricing.

• Allotment (specific module): Advanced management of activity quotas.

Personalized data

• Customer file: Personalization of the information to be collected on your customers.

• Order Data: Adding custom fields to orders.

• Product Tags: Organize and classify your products by tags.

• Session Tags: Organize and classify your sessions by tags.

Resources

• Characteristics: Definition of specific attributes related to resources (size, type, etc.).

Planning

• Session Templates: Create templates to make planning your activities easier.

• Planning Notes: Added internal notes for better session organization.

Conclusion

Properly setting up your Team in Yoplanning is essential for optimizing your daily management and streamlining your internal processes. Take the time to properly configure each section according to your specific needs: this will ensure smooth operation and a better experience for both your teams and your customers.