⚙️Yoplanning Parametrage

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⚙️ Yoplanning Settings

Product settings:

This section explains how to create a product, add custom fields to a customer record, configure product options, manage material or tax allocation in a product, sort products, and manage taxes within the product.

General application settings:

This is where you will find all the small settings of the application, such as the team, subscription, invoices, emails, payment methods, etc.

Pricing:

This category explains how to create and use promo codes, manage course and/or multi-session pricing, set a price per "session", add a price variation on a product and add a group rate.

Booking module:

This section offers guides on setting up and customizing the booking module, including general presentation, integration into a website, color settings, and product category management.

Online sales:

This category provides information on the basics of online selling, setting up a widget, integrating the booking widget into a Wix website, and other advanced calendar options.

Communicating with your customers:

This section provides advice on email management, automatic email and SMS reminders, order and payment link emails, session emails, and email layout.

Staff Management:

This category explains how to pay fees by SEPA transfer, add a line to the schedule, set up staff fees, generate fee sheets, create fee sheets for readjustment and sort staff.

Management of resellers and business introducers:

This section provides information on selling on national platforms, local resellers, managing business introducers, creating reseller booking modules and managing product access for resellers on Yoplanning.

Edit email templates

You have at your disposal a whole series of emails for different situations that you can customize or create templates to facilitate your daily work and improve customer communication.

Option Management (Tangible and Intangible Resources)

Add to your products options or material resources to be accounted for; this can be both physical equipment or options such as insurance or an additional service.

Fees (optional module)

Learn how to configure the different elements so that fees are generated automatically with the correct amounts for each staff member.

AI planning

This is one of Yoplanning's most powerful tools for completely automating the filling of your online sales schedule, regardless of your constraints and resources.