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  • ❤️Yoplanning Docs
  • General principles
    • ⚙️Operating principle
    • ✨Features
    • 💁Support (Contact Us)
  • Yoplanning Academy
    • #️⃣ 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 at the counter 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 linked resource for a participant on Yoplanning.pro
          • Add a resource to an order on Yoplanning.pro
          • Add a resource to a participant 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 title of the invoice 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 Potential 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
          • Integration: Technical Doc
            • Google Analytics
        • 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?
      • The potential schedule
        • Create sessions in your Potential 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 on 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 Potential Schedule 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
  • 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
  • TEAM
  • Communication
  • Sales
  • Marketing
  • Custom data
  • Resource
  • Planning
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  1. Yoplanning Academy
  2. Yoplanning Parametrage

General settings of Yoplanning

TEAM

  • Team

  • Taxes

  • Roles

  • Places

  • Subscription

  • My Invoices

Communication

  • E-mail

  • SMS

Sales

  • Online sale

  • Payment methods

  • Order Statuses

Marketing

  • Promo codes

  • Dynamic pricing (specific module)

  • Allocation (specific module)

Custom data

  • Customer file

  • Order Data

  • Product Tags

  • Session Tags

Resource

  • Features

Planning

  • Session templates

  • Planning Notes

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