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Step by step guides for setting up bookings, taking payments, importing your customers and everything else you need to run your business on Youzse.
Getting started
Set up your account, add your services and team, set your working hours and get your booking page live.
- Welcome to Youzse
- Setting up your business profile
- Adding your services
- Adding your team
- Setting your working hours and availability
- Your public booking page
Importing your data
Move your customers, bookings and history across from another platform.
- Preparing your data for import
- What Youzse can and cannot import
- The order to import things in
- Importing your data lawfully
- Bringing your reviews across
- Using the import wizard
Bookings & calendar
Manage appointments, working hours and availability, take deposits, send reminders and handle cancellations and waitlists.
- How online booking works
- Adding a booking yourself
- Your calendar and diary views
- Setting availability, breaks and time off
- Deposits and no-show protection
- Rescheduling and cancellations
Classes & group bookings
Run classes, courses and group sessions with capacity limits and waitlists, sell blocks of sessions and check people in.
- Setting up a class
- Class capacity and waitlists
- Running a recurring class series
- Managing who is booked onto a class
- Checking people into a class
- Cancelling a class session
Customers & CRM
Manage customer records and history, work your leads and enquiries, and contact people within the marketing consent rules.
- Managing customer records
- Customer history and notes
- Leads and enquiries
- Marketing consent and contacting customers
- Reviews and your reputation
- Memberships and loyalty
Quotes & sales
Win work with quotes and enquiry forms, chase what goes unanswered and work a pipeline you can actually see.
- Sending a quote to a customer
- Quote statuses explained
- Turning a quote into an invoice or a booking
- Chasing a quote that has gone quiet
- Restoring a deleted quote
- Working your leads pipeline
Payments & invoicing
Take payments in person and online, send invoices and quotes, handle refunds, set up VAT and understand when you get paid.
- Setting up payments
- Taking deposits
- Taking payment in person
- Sending invoices
- Creating quotes
- Issuing refunds
Loyalty, gift cards & memberships
Reward regulars with points, stamps or cashback, sell gift cards and class packages, and set up recurring memberships.
- Choosing a loyalty scheme
- Setting up loyalty points
- Setting up a stamp card
- Setting up cashback
- Creating loyalty rewards
- Redeeming a reward
Marketing & growth
Send campaigns, build segments, collect reviews, run a referral scheme and measure what is actually bringing work in.
- Sending a marketing campaign
- Building an audience segment
- Reusing marketing templates
- Choosing between email, SMS and WhatsApp
- Who you are allowed to market to
- The suppression list
Notifications & messaging
Control what Youzse sends, to whom and on which channel, edit your email templates and fix messages that are not arriving.
- Controlling what your customers receive
- Notification channels explained
- Editing your email templates
- Setting up messaging
- Notification sequences
- Email deliverability
Your team
Add staff, set roles and permissions, manage working hours, approve leave and handle what happens when someone leaves.
- Adding a team member
- Roles and permissions explained
- Creating a custom role
- Setting staff working hours
- Choosing which staff do which services
- Staff profiles on your booking page
Garage & workshop
Run workshop jobs, look up vehicles, complete health checks, order parts from suppliers and send MOT reminders automatically.
- What Garage Pro adds
- Looking up a vehicle by registration
- Managing your vehicle records
- Transferring a vehicle to a new keeper
- Running a job through the workshop
- The mechanic dashboard
Reports & exports
See how the business is doing, read your dashboard and reports, spot lapsed customers and get your data out whenever you want.
- Reading your reports
- Your dashboard
- Numbers worth watching every week
- Spotting customers who have stopped coming
- Understanding your revenue figures
- VAT in Youzse
Settings & your account
Customise your business profile and public page, manage your team, plan and billing, and keep your account secure.
- Your business profile and branding
- Your team and what they can access
- Notification settings
- Two-factor authentication
- Keeping your account secure
- Your plan and billing
Making Youzse yours
Your dashboard, your menu, your wording and your documents, set up your way.
- Everything you can change in Youzse
- Customising your dashboard
- Customising your menu
- Layout, terminology and your public page
- Turning features on and off
- Designing your PDF template
Trust, privacy & GDPR
How your data is protected, what being the data controller means for you, and how to handle data requests, deletion and breaches.
- How Youzse protects your data
- You are the data controller
- Marketing consent and the law
- Responding to a data request
- Deleting a customer the right way
- Data retention explained
Industry guides
How Youzse works for your trade, from salons and barbers to garages, clinics, trades and pet services.
- Youzse for salons and beauty
- Youzse for barbers
- Youzse for garages (Garage Pro)
- Youzse for trades
- Youzse for fitness and clinics
- Youzse for pet services
Troubleshooting
Fix the things that most often catch people out: sign-in problems, missing slots, failed payments and changes that will not show.
- No available slots are showing
- My booking page is not showing what I expect
- A feature is missing from my sidebar
- I cannot sign in
- A customer says they did not get a confirmation
- A payment failed
Booking appointments
Find a business near you, book an appointment, join a waitlist and reschedule or cancel when plans change.
- Book an appointment
- Reschedule or cancel a booking
- Find a business near you
- What happens after you book
- Joining a waitlist
Your account & data
Manage your profile, notification preferences and privacy, and download or delete the data a business holds about you.
- Create your account
- Update your personal details
- Managing your notifications
- Download or delete your data
- Keeping your account safe
Payments & receipts
Pay an invoice, put down a deposit, save a card for next time and find your receipts and past transactions.
- Pay an invoice
- Save a payment card
- View your receipts and transactions
- Paying a deposit
- Getting a refund
Loyalty & memberships
Earn and redeem rewards, subscribe to a membership plan and use gift cards at the businesses you book with.
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