Customer Communication

Send an Invoice, Ticket or Quote

This guide explains how to use Yoplanning to efficiently send invoices, tickets or quotes to your customers. It details the steps to select the appropriate document, customize the accompanying message.

Send an Automatic Reminder to the Client Before his Session

Learn how to set up and send automatic reminders to clients for their upcoming sessions. This module covers scheduling reminders, personalizing message content, and tips for maximizing the effectiveness of communications.

Send a Reminder Manually to a Session Participant.

You can create multiple reminder templates and manually choose them whenever you want from the participants list.

Send a Message After the Service to Collect Feedback

Learn how to send post-service messages to collect customer feedback. This guide explains how to create message templates, choose the optimal time to send, and how to use customer feedback to improve your services.

Send Message to All Members of a Session

This segment details the process of sending group messages to participants in a specific session. It includes instructions on selecting recipients, composing the message, and best practices for communicating effectively with a group.

Send Message to All Participants of a Defined Period

Learn how to target and communicate with customers who participated in activities over a specific time period. This guide provides step-by-step steps for filtering recipients by time period, writing relevant messages, and managing bulk sends.

Important Warning Regarding the Use of Yoplanning Email Sending Features

Please note that the restrictions below do not apply to SMS, only to emails

Please note that while Yoplanning offers features for sending notifications by email and SMS, there are important restrictions on their use. Yoplanning has a specific license for sending notifications, which means that the message sending features must be used exclusively for sending informational or notification emails, and not for commercial communications.

It is imperative not to use Yoplanning to send commercial messages, such as reminder emails at the start of the season to stimulate bookings. These practices could be interpreted as spam and negatively affect the reputation of your organization as well as that of Yoplanning.

If you need to send emails for commercial purposes, we strongly recommend that you use a dedicated tool for this purpose, designed specifically for marketing communications. This measure will not only ensure compliance with current standards and regulations, but will also help maintain the efficiency and reliability of Yoplanning's notification systems.

Your understanding and cooperation are essential to ensure an optimal user experience that complies with digital communication legislation.

Extract emails from my customer file for eMailling

To carry out commercial communication with your customers.

What is Opt in?

GDPR documentation regarding email communication.

User guide to connect an emailing system via Zapier

The feature allows you to automate the management of email communications by connecting Yoplanning to an emailing system via Zapier.

Access to the participant information request form

The feature allows to generate and share a public link for participants to fill out a form with requested information.