How do I set up my account?
Mariya
Last Update kaksi kuukautta sitten
After registering for YAMPOS, you'll be eager to begin utilizing its plethora of fantastic features. Each feature integrated into YAMPOS is specifically crafted to streamline your daily business operations, ensuring that you're properly configured can lead to an immediate boost in bookings and a significant increase in sales.
Follow the guidelines below to get your business set up with YAMPOS:
- Add your team, working hours, and services
- Manage your commissions, permissions, and client notifications
- Manage your calendar
Add your team and services
Add team members
Before you do anything else, you’ll need to add your team members. Once added, you can start assigning team members to your services, set up their permissions, and begin taking bookings online.
Click here for more information on how to add team members and here to add your first team member.
Add working hours
Before you can start using the calendar and online bookings, you’ll need to set your team's working hours. Allocating team working hours and scheduling their availability means you can stay on top of your calendar, and your clients know when they can book your services. Please note, that if you do not have any ongoing working hours and availability, your widget profile will appear without time slots.
Add resources (equipment) and rooms (if applicable)
Some of the services you provide may require a specific machine or room, and you'll want to make sure that your resources never get double booked. Add your resources and rooms and start assigning them to your services to prevent double booking.
Add services and allocate them to team members
Once you’ve added your team members, you can start creating your service list with different pricing options. You’ll need to allocate services to your staff positions and team members assigned to staff positions.
Click here for more information on how to add your services and here to create your first service.
Add taxes
Every country and state has its own requirements for recording taxes and you’ll want to set this up before you start processing your payments. We’ll automatically calculate the tax contribution for each invoice you raise based on your personal settings.
Click here for more information on how to add taxes and here to start adding your taxes.
Add products
Add products that are available to buy from your location(s) or used alongside your services and start managing your inventory and stock levels for easy ordering, tracking, and selling.
Click here for more information on how to add products and here to start adding your products.
Add processing time
Some services may require processing time if a client is attending their appointment but doesn't require a team member's attention. Adding processing time to your services will allow team members to take on more appointments and optimise your bookings.
Click here for more information on adding processing time and here to get started. You can find this setting in "Online booking" (Time between slots, Time needed after appointment (cleaning, rest, etc.), Preparation time before appointment)
Import or create a new client list into YAMPOS
Importing your client list into YAMPOS is the easiest way to transfer all of the data you need to start scheduling appointments for clients who have booked with you before.
Click here for more information on importing your client list.
Manage your commissions, permissions, and client notifications
Apply team member commissions (salary)
Calculating team member commissions by hand can get complicated, so setting these in advance can save you time when working out their additional pay at the end of each month.
Click here for more information on how to set up team member commissions and here to get started.
Create user logins and permissions
As the account owner, you can enable and control login access for your team members. When adding team members, you can set their permissions based on the level of access you’d like them to have. Once your user permissions have been set, you can define what each of the permission levels gives them access to.
Manage automated client notifications
Notifications help you stay in touch with your clients and keep them updated about their appointments via email, text message and push notifications in the YAMPOS Terminal app. Set up client notifications before you start taking appointments and you could reduce client no-shows by up to 30%!
Click here for more information on setting up your client notifications and here to get started.
Enable online bookings
Online bookings play an essential role in increasing your bookings and connecting you with your clients. Over 52% of appointments made online are booked outside of regular working hours. By staying open online 24/7, you can help grow your business by giving your clients complete flexibility when booking.
Click here for more information on setting up online bookings and here to get started.
Manage your calendar
Create an appointment
Once you’ve created your services and set your teams working hours and availability, you can start adding appointments to your calendar. You can do this by clicking anywhere on your calendar or clicking Add and selecting New Appointment.
Click here for more information on creating an appointment and here to get started.
Raise a receipt
Once an appointment has been completed, you'll need to be able to generate a receipt for your clients. By checking out your appointments and raising receipts, you can stay up-to-date with your business’s performance by tracking your sales, payments, payrolls, inventory, tips, and taxes.
Click here for more information on raising an invoice and here to get started.
Process a payment
Our fully integrated payment processing solution lets clients pay for their appointments and securely stores their information in your client database for quick and easy checkouts on future appointments. We charge a low-rate fee per transaction processed with our payment processing solution, and with built-in client no-show and late cancellation protection, you can be sure your time and business are always protected.
Click here for more information on setting up payments and here to get started.
Sell products and membership cards on their own
If a client would like to purchase a product or membership without receiving any services, you don't need to create an appointment on your calendar. Instead, you’ll just need to create a new sale.
Block time and add breaks
When you have regularly scheduled breaks, like team member lunches, you can apply split shifts or blocked time directly to your team's working hours or in your calendar. These breaks will be added in automatically and can be adjusted for any day of the week.
Click here for more information on blocked time and here to get started.
Reports overview
Whether you're tracking sales, measuring your team's performance, or monitoring your product and stock levels, YAMPOS offers a wide range of reporting tools designed to help you understand how well your business is performing.
Click here for more information on what reporting is available and here to get started.