Online Scheduling & Calendar
Read Yocale’s FAQ about online scheduling & calendar, staff calendars, mobile services, calendar management, availability settings, appointment management and more.
Yes, you are able to manage your staff availability at any time. You can shorten or extend availability with a drag and drop or easily add blocked time off to the calendar.
Yes, You can set your price to zero which will not display a price for that service on your public profile or the client booking screen
Yes, You can setup up your business as having a mobile location where you can set the radius in which you can accept on-site appointments as well as choose which services you offer as mobile services.
Yes, you can setup these resources to be booked as part of a service. This allows you to properly manage your resources for your booking clients and staff.
Yes, Yocale can handle video conference appointments that allows client and service provider to virtually meet. Launch right from your calendar to connect with your clients.
Yes, we call this “transition time”. Set your transition time to however long you like to make sure your services stay on time.
Yes, we have various appointment icons to easily differentiate appointment statuses or client information and much more. Some include: New Client, Booked online, Paid up front, checked in, running late, recurring booking.
Yes, you can easily add multiple recurring appointments to a client for daily, weekly, monthly, or custom days of the week for a certain amount of appointments or up until a certain date.
Yes, you can disable same day online bookings all together or set up your a minimum notice time for your clients to book you. Ex. minimum 4 hours notice for online bookings.
Yes, you can limit clients from booking with you online. You can either limit it to your current existing clients (no new clients) or you can limit it to certain users (ex. Your VIP or trusted clients)
Yes, you can setup your business to be in any timezone. Also, you can have multiple locations in different timezones, as well as change your calendar view to show in a different time zone.
Yes, If you don’t want to send out notifications, you can manually disable them for the individual appointment or you can change your settings to not send them out for appointments all together
Yes, you are able to write notes for clients and save them for future inquiries. You can revisit them within the appointment calendar or within the clients profile you can edit the notes further.
Read Yocale’s FAQ about client management, appointment management, client payment history, client document storage, client notes, SOAP notes & charts and more
Yes, You can view all your clients information under the Clients page has incredibly detailed client statistics and charts which gets updated constantly whenever a client books, cancels, reschedules or pays for an appointment.
Yes – Yocale client records are rich in specific individual statistics. You can see all the appointments (upcoming and passed), all rescheduled/ cancelled/ late/ no-show, as well as all the payments for this client.
With Yocale we have developed a “Dependent” feature which allows you to add child or elderly to your Yocale account. You can then book the appointments on behalf of the dependent.
Yes, When a client is booking online, they can see a simple text field for any booking notes that they might have for the business. This can be enabled to me mandatory if the business wishes.
Yes, With the intake form feature, you can customize which services trigger which intake forms. Additionally You can then customize it one step further and enable whether or not you want it every booking or just once per client.
Yocale tracks all active packages and memberships. Simply navigate to the client details page to view the active ones for the individual client.
With Yocale client management, you can add an custom text alert to a client. When this client books, a text alert will be displayed on the appointment letting you know something specific about this client that could be important.
Yes, with Yocale comprehensive client management you can easily view all details clients under one page. This includes all spending history, appointment history, lates/no-shows and much more
Point Of Sale
Read Yocales Point Of Sale FAQ about online payments, Stripe payments, pre-payments, refunds, product sales, memberships, packages, coupons and more.
Yes. You can link STRIPE to your Yocale account and receive payments directly to your bank account. Prepayment allows your clients to pre-pay for the service or class while booking. This can either be a percentage of the service or a set dollar amount.
Yes, you can process a refund directly from the POS invoice window. You can refund appointments services, products or deals and refund through multiple forms of processed payments
Yes, you can add all of your products into Yocale and easily sell them through the POS invoice window. Automatically track your sold products through reports and inventory tracking.
Yes, our software does offer inventory control. You can view inventory levels based on locations, categories and furthermore, you can receive automatic reminders when a certain product is low on inventory.
Yes, you can easily sell your packages to clients through our website booking widget or through our POS checkout window. These packages can be customized to include discounts for purchasing multiple services, classes or products.
Yes, you can create any tax percentage and multiple taxes if necessary right from your settings menu. You can also select certain taxes to be applied to certain services or products and not others.
Yes, you can view the client’s service history and invoices from the client menu. This will show you all of their past invoices and previous appointment notes and much more.