YCLIENTS Settings

Initial YCLIENTS settings

• General information
• Contact details
• Company description
• Company photo
• Company details
• How do I add my branch to free resourses to attract clients?

Services

• Service categories
• Setup and editing service categories
• Setup and editing services
• How to add a list of services using Excel
• Assigning employees to a service
• Translation of categories and services into other languages

Employees

• Employee list management
• Adding a new employee, general employee information
• Additional employee information
• Employee settings
• Work schedule
• Work schedule (Employees)

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Resources

• Resources
• Creating and configuring resources
• Resource selection while you create an appointment
• How to attach resources to services

Users

• Users list management
• Setup employee's notifications
• User access rights settings
• Appointment calendar access rights
• Appointment card access rights
• Finances access rights

See all 13 articles

Notifications

• ★ How you can connect to SMS aggregator to save money on SMS?
• Notification settings
• How PUSH and SMS notifications are sent to clients
• What kind of SMS notifications are there? How are they getting customized?
• Sent messages history
• Turn off SMS notification when an admin creates an appointment

See all 7 articles

Appointment calendar

How you can work with the appointment calendar

• How you can work with the appointment calendar
• Appointment calendar settings
• Reschedule (visit card)
• Appointments settings
• Appointments category
• Additional fields

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Group events

• Appointments for online classes
• Event settings (group appointment)

Online booking

Online booking settings

• Online booking settings
• Online booking widgets
• Creating and customizing an online booking widget
• Create an online widget for the chain
• Appointment steps settings
• Customize Online booking widget design

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How to install an online booking on a website

• Install online booking button on your website (button from YCLIENTS)
• Installing the online booking button on the website (customized button)
• Installing an online booking form inside one of the pages of the website
• Install multiple online booking widgets on one page
• Separate online booking forms for each employee or service
• Mobile version of online booking

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Installing an online booking in the popular CMS

• Installing an online booking in Google Sites
• Installing an online booking at CMS WIX
• Installing an online booking in CMS UMI
• Installing an online booking in CMS Nethouse
• Installing an online booking in CMS Wordpress
• Installing an online booking widget on TILDA

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Ancillary articles

• How to find out your branch number (ID) in YCLIENTS
• How to find out the number (ID) of an online booking form (widget)
• How to find out the service number (ID) in YCLIENTS
• How to find out the employee number (ID) in YCLIENTS

Online booking analytics

• Online booking analytics
• Integrate with Google Analytics

Warehouse

Warehouse

• Warehouse. Basic information
• Warehouse management
• Creating and setting up a new warehouse
• Warehouse goods' prime cost
• Automatic set up write-off of goods
• Service charts

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Goods

• Goods. Initial setup
• Create and setting up a new category of goods
• Creating and setting up a new goods
• How to add a goods list using Excel
• Quik control
• Printing goods labels

Warehousing activities

• Warehousing activities types
• Goods arrival at the warehouse
• Sale of goods through a warehouse activity
• Goods write-off of through a warehouse activity
• Goods movement between warehouses

Reports

• Warehouse activities report
• Sales analysis
• Consumables analysis
• Goods write-off analysis
• Analysis of goods turnover

Payment and billing

Service plans

• ★ YCLIENTS Goes Global. New features, new integrations, new prices