Making Youzse yours
Your dashboard, your menu, your wording and your documents, set up your way.
9 articles
Your workspace
Customising your dashboard
Choose your widgets, drag them into place, resize them, and set the starting dashboard for your whole team.
3 min read
Customising your menu
Reorder the sidebar, hide what you never use, choose what the badges count, and pick the three items in your app tab bar.
3 min read
Layout, terminology and your public page
Call your work what you call it, choose the dashboard that matches your trade, and decide how your public page behaves.
3 min read
Features and plans
Your documents
Designing your PDF template
Give your invoices, quotes, reports and purchase orders your own layout, colours, typeface and logo, with a live preview.
4 min read
Document defaults and numbering
Set your invoice and quote numbering, payment terms, tax rate, bank details and the small print that goes on every document.
4 min read
If you are not the owner
Setting up your own workspace
You do not need to be the owner to make Youzse fit you. Here is everything you can set for yourself, on the web and on the app.
4 min read
Why can I not change that?
Which customisation is personal, which belongs to the whole business, and what to ask for when a control is greyed out.
4 min read
Browse the help centre
- Getting started
- Importing your data
- Bookings & calendar
- Classes & group bookings
- Customers & CRM
- Quotes & sales
- Payments & invoicing
- Loyalty, gift cards & memberships
- Marketing & growth
- Notifications & messaging
- Your team
- Garage & workshop
- Reports & exports
- Settings & your account
- Trust, privacy & GDPR
- Industry guides
- Troubleshooting
- Booking appointments
- Your account & data
- Payments & receipts
- Loyalty & memberships