Team settings

To create a guide on how to set up the 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.

GENERAL

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

CONTACT

• 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 reach your organization. Don't forget to include the country code for foreigners.

OWNER

• 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: click here to see the tutorial

And this information is particularly necessary for documents concerning the GDPR. (in Europe)

SALES

• Currency: The primary currency used for transactions. Example: EUR.

• Link to your Terms and Conditions: URL to your terms and conditions document. Example: https://mysite.com/my-sales-conditions.

• Google Tag Manager ID: Identifier of your Google Tag Manager account for tracking. Example: GTM-XXXXX.

BILLING

• 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 foot of each invoice, such as the general invoicing conditions.

RESALE

• Accounting Account: If specified, this account will be used for resale transactions. If empty, the vendor product account will be used.

• Taxes: If enabled, the vendor's product taxes will be applied.

EMAILS

• Email - Footer: Information or text to include at the foot 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.

PAYMENT LINK

• Send automatic reminder after: Number of days after which a payment reminder is automatically sent. Example: 3 days.

BANK DETAILS

• IBAN: International account number of your bank.

• BIC: Your bank's identification code.

This guide provides an overview on how to fill in the fields required for team setup in Yoplanning.pro. Make sure to provide accurate and complete information for each field to ensure effective management of your organization within the software.