What Yo Booking Does
Understand the complete 2.0.0 booking workflow, including availability, appointments, payments, customer self-service, notifications, reports, integrations, privacy, and maintenance.
Category
Yo Booking
Learn how to configure Yo Booking 2.0 services, staff, availability, appointments, customers, offline payments, notifications, reports, API keys, webhooks, privacy, maintenance, troubleshooting, and migration.
Plan, implement, and verify Yo Booking.
Use the product page to evaluate scope and this hub for exact setup, operation, and troubleshooting steps.
Section
Getting Started
Install and Launch Yo Booking 2.0.0
Install version 2.0.0 and launch the booking form with valid services, staff, availability, payments, and notifications.
Section
Configuration
Create Service Categories, Services, and Staff
Define service organization, duration, price, capacity, presentation, eligible staff, and scoped staff access.
Configure Business Hours, Staff Schedules, and Exceptions
Build conflict-safe availability using global hours, staff-specific schedules, split periods, slot intervals, and date exceptions.
Configure Booking Rules, Access, and Customer Policies
Set lead time, booking window, slot interval, default status, guest access, required fields, marketing consent, and self-service deadlines.
Section
Scheduling
Manage Appointments in List and Calendar Views
Create, filter, export, reschedule, status, note, and review appointments from operational list and interactive calendar views.
Manage Customers, Booking History, and Staff Access
Maintain customer contact details, timezone, consent, linked users, booking history, paid totals, and staff ownership rules.
Section
Customer experience
Customize and Publish the Booking Experience
Customize brand colors, density, layout, buttons, progress, prices, descriptions, and customer-facing titles before publishing.
Configure Customer Cancellation, Rescheduling, and Portal Access
Provide secure token links and a signed-in portal for upcoming and past appointments.
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Payments & notifications
Configure Offline Payments, Deposits, and Refund Tracking
Enable Pay locally or Bank transfer, choose no-payment, deposit, or full collection, and maintain a payment/refund ledger.
Configure Email Templates, Reminders, ICS, and Delivery Logs
Customize event emails, reminders, recipients, placeholders, ICS attachments, tests, logs, and failed-delivery retries.
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Privacy & maintenance
Use Privacy, Retention, Backup, Restore, and Site Health Tools
Process personal data requests, clean retained records, create encrypted backups, restore safely, and review booking health checks.
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Reports & integrations
Use Dashboard, Reports, CSV Exports, and Audit Log
Monitor booking workload, revenue, outstanding balances, outcomes, services, staff, exports, and immutable administrative events.
Connect API Keys and Signed Webhooks
Create scoped API keys and signed outbound webhooks with retry queues and delivery logs.
Section
Troubleshooting
Troubleshoot Yo Booking 2.0.2
Diagnose missing services or slots, conflicts, payment totals, portal actions, notification failures, integrations, and maintenance problems.
Section
Updates & migrations
Update or Migrate to Yo Booking 2.0.0 Safely
Move to the released 2.0.0 data model while preserving services, staff, customers, appointments, settings, payment history, and public booking access.