How can we help?
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 and learn the basics.
- 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, schedules and availability.
- 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 and waitlists.
- 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, leads and communication.
- 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, enquiry forms and a pipeline you can 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, send invoices and manage your money.
- Setting up payments
- Taking deposits
- Taking payment in person
- Sending invoices
- Creating quotes
- Issuing refunds
Loyalty, gift cards & memberships
Reward regulars, sell gift cards and take recurring payments.
- Choosing a loyalty scheme
- Setting up loyalty points
- Setting up a stamp card
- Setting up cashback
- Creating loyalty rewards
- Redeeming a reward
Marketing & growth
Campaigns, segments, review requests and referrals.
- 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.
- Controlling what your customers receive
- Notification channels explained
- Editing your email templates
- Setting up messaging
- Notification sequences
- Email deliverability
Your team
Staff, roles, permissions, holidays and hours worked.
- 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
Jobs, vehicle health checks, parts, suppliers and MOT reminders.
- 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 and get your data out.
- 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, team, security and preferences.
- 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 and how to meet your responsibilities.
- 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.
- 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.
- 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 businesses and manage your appointments.
- 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, privacy and data.
- Create your account
- Update your personal details
- Managing your notifications
- Download or delete your data
- Keeping your account safe
Payments & receipts
Pay invoices, save cards and view your history.
- Pay an invoice
- Save a payment card
- View your receipts and transactions
- Paying a deposit
- Getting a refund