Team settings
Last updated
Last updated
To create a guide on setting up a team in the Yoplanning.pro application, we will detail each of the available fields in this section, following the structure and example provided. This guide aims to help users understand and correctly fill out each field when setting up their team in Yoplanning.pro.
LOCATION
Country: Select the country where your organization is located. Example: France.
Location: Detail the precise location of your organization via Google map location
Add a location: Allows you to add addresses (Location) if you do not yet have this address in the location list
Email Address: The primary contact email address for your organization. This is the address that will be public and used by your customers.
Phone Number: The main phone number to contact your organization. Remember to include the country code for international calls.
Full Name: The name of the owner or primary manager of the organization.
Email Address: The email address of the owner or manager.
Google My Business Profile ID:
And this information is particularly necessary for documents concerning the GDPR. (in Europe)
Currency: The primary currency used for transactions. Example: EUR.
Link to your Terms and Conditions of Sale: URL to your terms and conditions document. Example: https://mysite.com/my-sales-conditions.
Auto-finalization threshold: Number of days after which an invoice is automatically finalized. Example: 7 days.
Invoice - Footer: Text or information to include at the bottom of each invoice, such as the general billing conditions.
Account Account: If specified, this account will be used for resale transactions. If blank, the vendor's product account will be used.
Taxes: If enabled, the vendor's product taxes will be applied.
Email - Footer: Information or text to include at the bottom of each email sent.
Facebook URL: Link to your Facebook page. Example: https://m.facebook.com/profile.php?id=106866767324.
Instagram URL: Link to your Instagram profile.
Send automatic reminder after: Number of days after which a payment reminder is automatically sent. Example: 3 days.
IBAN: Your bank's international account number.
BIC: Your bank's identification code.
This guide provides an overview of how to fill out the necessary fields for team setup in Yoplanning.pro. Make sure you provide accurate and complete information for each field to ensure effective management of your organization within the software.