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: configuring rights and access for users
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