Back-office for business introducers, multi-team

What is this feature for?

The back office dedicated to business introducers allows a professional who recommends clients to different teams (structures using Yoplanning) to view, via a single interface, the orders generated thanks to their recommendations. This multi-team dashboard centralizes all useful information, regardless of the partner with whom you collaborate.

How to access the business development back office?

1. Only one email to use:

   • The common identifier for all your business relationships is your email address.

   • Make sure to always provide the same email address to your partners when registering in their systems.

2. Back office registration:

   • Go to the following URL: 👉 https://yoplanning.pro/signup/business-provider

   • Use the email address your partners have registered for you.

   • Create your password, then validate.

3. Connection:

   • Once your account is created, log in to https://yoplanning.pro with your credentials.

What can be viewed in the back office?

• The list of orders placed in all partner teams that have identified you as a contributor.

• Details of customers (within the limits of accessible data) who have made purchases through you.

• The information is sorted by team, which allows you to view the results of your recommendations according to each partner.

Usage tips and best practices

• One email = consolidated view: always use the same email address with all your partners to centralize data.

• Check your role: Ask each of your partners to register you as a business introducer with the correct email address in their Yoplanning instance.

• Keep your password safe and do not share it.

Common Problems and Solutions

No orders displayed

• Check that the partner has correctly identified you as a contributor with exactly the same email address.

• Make sure that orders have been placed by customers you have referred.

Access denied or forgotten password

• Use the "Forgot Password" feature on the login page to reset your password.

I only see some of my partners

• This means that some of your partners have not yet entered your email address in their Yoplanning. Contact them to correct this.