💡General FAQ

French Accounting

All articles concerning the specifics of accounting in France for your sector of activity. You will find technical explanations for accountants, as well as tips and tricks for providing the right information to your firm.

Understanding date repositories.

When working with schedules, there are many different dates involved: the purchase date, the activity date, the payment date, and the invoice date. This article explains how to compare the different versions.

Sorting and classifying staff on the schedule.

Define tags and modify the display order of staff members, including your monitors, guides or supervisors, on your graphic schedule.

Automatic discount on a reseller.

When you set a commission on a reseller, in what circumstances does that commission apply?

Understanding the dashboard

Access the dashboard in your Team's administration.

Find your team ID

Find your team ID to share it with a potential partner.

Rates for SMS sent from Yoplanning

You can send SMS messages directly from the application, request activation of the module, if your SMS button is greyed out.

Find your Yoplanning invoice

Retrieve your monthly or annual Yoplanning application license invoice or commission invoices.

Why aren't staff members notified automatically of each session assignment?

Too many notifications kill communication.

Dashboard

Understanding the dashboard statistics.

My orders, quotes, and invoices are completely wrong regarding taxes, why?

The pre-tax amount is incorrect, and the tax table displays inconsistent prices.

Emails sent from Yoplanning sometimes end up in customers' spam folders. How can this problem be resolved?

Information regarding the deliverability of emails sent from our Yoplanning application

Payment system, what is 3D Secure?

Can we do without secure 3D in Europe?

Example of sites with online sales from Yoplanning.

A short, non-exhaustive list of some clients who use our booking module.

Why can't I see all the staff on the schedule?

The article explains how to see all staff members on the schedule if some are missing.

Problem sending confirmation email

Q: Why can't I send a confirmation email during the Yoplanning trial period?

Why are the sessions on my schedule faded?

Q: Understanding the management of display contexts of the schedule when in a multi-team use.

Why do sessions disappear when I create them as "unassigned"?

Q: When you create a session marked as "unassigned," it may appear to disappear after a page refresh. This is due to a setting in your filters that hides unassigned sessions.

Unassigned Sessions and Assignment Verification

Q: How can I ensure that the "unassigned" line is empty for the next day?

The first and last name is duplicated and I don't have the phone number in the participants

Q: Understand the management of duplicates and the absence of contacts in participants on Yoplanning.

Why do some orders not turn into final invoices?

Some orders in Yoplanning do not automatically convert to a final invoice for several reasons. Here are the criteria that prevent the automatic validation of an order.

What is ResaOne?

the centralized booking platform for tourism professionals, bringing together the YoPlanning offer with optimized conditions and wider distribution.

How to track reseller orders?

How to verify and link orders placed by a reseller with the names of associated customers in Yoplanning?

Is it possible to configure a booking module for business introducers with only a payment link?

How to invite and manage the rights of business introducers or salespeople in your team, assigning them permissions adapted to their role.

Withholding of staff fees

Optimizing payments: how to transparently bill the staff for expenses advanced by the team.

Why can't I require a minimum number of participants for my activity to be bookable?

Because this blocks online sales: it is better to trigger sessions from the first booking to maximize the chances of filling the space.

Why Yoplanning doesn't offer manual payment validation after booking

Because immediate payment is smoother, more engaging, and you always retain the option to easily repay if needed.

How to change the time of repeated sessions on Yoplanning?

Do you want to change the time of a recurring session, but you can't manage it? Here's a clear guide to understand where to take action and avoid blocking or impacting your schedule.

My session has disappeared from my schedule, what should I do?

Discover why your sessions seem to disappear from the schedule and how to quickly find them again using filter settings.

FAQ: Staff Priority Order with AI Planning (Potential Staff)

Define the display order of the staff so that the AI ​​Planning automatically assigns sessions according to your priorities.

FAQ: Booking from the back office – Modifying Quantity and Availability

Q: When I change the quantity of an order in the back office, why doesn't the number of places on the product page change?

Yoplanning Connectivity & Integrations

Yoplanning.pro is an open SAAS software, designed to easily integrate with dozens of business tools via APIs, webhooks and third-party connectors.

Why doesn't Yoplanning include invoicing?

Yoplanning generates invoices in Factur-X format compatible with all accounting software, while the complete management of invoicing and compliance is ensured by specialized tools.