YCLIENTS Settings
Initial YCLIENTS settings
Services
Employees
- Employee list management
- Employee settings
- Work schedule
- Work schedule (Employees)
- Editing an employee’s schedule in the appointment calendar
- Google calendar integration
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
Goods
Warehousing activities
How you can work with the appointment calendar
- How you can work with the appointment calendar
- Appointment calendar settings
- Reschedule an appointment
- Appointment settings
- Appointments category
- Additional fields
Group events
Users
- Users list management
- Setup employee's notifications
- User access rights settings
- Appointment calendar access rights
- Appointment card access rights
- Finances access rights
Reports
Configuring Payroll
Working with cash registers
Calculation and Payment
Working with suppliers and partners
Financial reports
- Uploading financial operations from Excel
- Financial report for the period
- Financial P&L report
- Daily report
- Financial operations report
- Financial documents
Resources
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
Online payment
Consulting YCLIENTS
- Onboarding: first steps to take to start working in the Appointment calendar
- Onboarding: configuring Appointment calendar to work with group events
- Onboarding: setting up online booking
- Onboarding: inventory
- Onboarding: financial records and payroll
- Onboarding: Loyalty program
Online booking
YCLIENTS Online booking on Google Maps
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
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
Book Now
Chat bots
Installing an online booking in the popular CMS
- How to set up online booking in Weblium
- 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
Ancillary articles
Online booking analytics
Mobile apps
Mobile app for clients
YCLIENTS chains settings
Chain client database
Loyalty
Loyalty programs
Loyalty cards
Gift cards
Memberships
- Archiving membership types in chain
- Automatic activation of membership
- Automatic deduction from subscription
- End of subscription notification
- Freezing memberships
- Membership types