# Yoplanning General Settings

## Introduction

The **general settings** in Yoplanning concern **all of your Team's settings**. Be careful not to confuse these settings with your **personal user settings**. These elements structure your work environment and allow for smooth management of your activities, teams, and sales.

Here are the main sections available in the general settings:

## Team Settings

* [**Team** :](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/parametrage-de-team) Information and general configuration of your Team.
* **Taxes**: Management of VAT rates and other applicable taxes.
* **Roles**: Definition and customization of roles assigned to staff members.
* **Locations**: Management of addresses and locations of products and activities.
* **Subscription**: Track and manage your Yoplanning subscription.
* **My Invoices**: Access and download subscription invoices.

## Communication

* **Email**: Management of automatic email templates sent to customers.
* **SMS**: Configuration of SMS templates related to reservations and communications.

## Sales

* **Online Sales**: Activation and configuration of your online reservation module.
* [**Payment Methods**: ](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/liste-des-modes-de-reglements)Definition of the payment options offered to your customers.
* **Order Statuses**: Customize order statuses to track your sales.

## Marketing

* [**Promo codes**](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/generer-des-codes-promo): Creation and management of discount codes.
* [**Dynamic pricing** ](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning)*(specific module)*: Implementation of intelligent and scalable pricing.
* [**Allotment**](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/tarifs-gestion-et-parametrage/module-marketing-dans-yoplanning/gestion-des-allotements-module-marketing) *(specific module)*: Advanced management of activity quotas.

## Personalized data

* **Customer file**: Personalization of the information to be collected on your customers.
* [**Order Data**:](https://docs.yoplanning.support/en/yoplanning-academy/yoplanning-parametrage/parametrage-general-de-yoplanning/donnees-de-commande) Adding custom fields to orders.
* **Product Tags**: Organize and classify your products by tags.
* **Session Tags**: Organize and classify your sessions by tags.

## Resources

* **Characteristics**: Definition of specific attributes related to resources (size, type, etc.).

## Planning

* **Session Templates**: Create templates to make planning your activities easier.
* **Planning Notes**: Added internal notes for better session organization.

## Conclusion

Properly setting up your Team in Yoplanning is essential for optimizing your day-to-day management and streamlining your internal processes. Take the time to properly configure each section according to your specific needs: this will ensure smooth operation and a better experience for both your teams and your customers.