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Documentation
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Features
  • Features
    • General
    • Files ( quotes / follow-up )
    • Function sheets
    • Meeting spaces calendar
    • Payments
    • CRM ( Clients / Companies )
    • Accommodations
    • Team
    • Parameters
    • Statistics
    • Central Desk
  • FAQ
    • History
    • File
    • Function sheets
    • Meeting spaces calendar
    • Customers
    • Invoice / Payment
    • Statistics
    • Set up
    • Team
    • Companies
    • Accommodation
    • PMS connectivity
  • PMS/CRM connectivity
  • API Backyou
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      1. Documentation
      2. Features
      • Features
        • General
        • Files ( quotes / follow-up )
        • Function sheets
        • Meeting spaces calendar
        • Payments
        • CRM ( Clients / Companies )
        • Accommodations
        • Team
        • Parameters
        • Statistics
        • Central Desk
      • FAQ
        • History
        • File
        • Function sheets
        • Meeting spaces calendar
        • Customers
        • Invoice / Payment
        • Statistics
        • Set up
        • Team
        • Companies
        • Accommodation
        • PMS connectivity
      • PMS/CRM connectivity
      • API Backyou
      • Email/notification

      Features

      Advanced descriptions of all the sections in your Backyou space

      General

      • How to fill in the "Import Data into Backyou" settings file

      Files ( quotes / follow-up )

      • Understanding the need for a new proposal request
      • Edit and publish a sales proposal
      • What should I do once I've published a proposal ?
      • Create a new proposal request
      • File management module
      • Editing a sales proposal: Responding to a request / Modifying a request
      • How to create a special offer?
      See more

      Function sheets

      • Create a BEO
      • Display the schedule of shared BEOs
      • Sharing a BEO

      Meeting spaces calendar

      • Event spaces calendar management

      Payments

      • Backyou Pay
      • Payment (without intermediation)

      CRM ( Clients / Companies )

      • How do I add a client?
      • How to add a company?
      • How do I activate custom fields in the client/company file?
      • How to anonymize a client?

      Accommodations

      • Venue sheet
      • Products
      • Terms and Conditions (T&Cs)
      • Spaces

      Team

      • Rights & Profiles

      Parameters

      • General > Management
      • General > email settings
      • General > Authentication rules
      • General > Segmentation
      • Personalisation
      • Message templates
      • Integration
      • GDPR Settings
      See more

      Statistics

      • Dashboard
      • File analysis
      • Product Statistics
      • Targets

      Central Desk

      • What is the Room Blocks section?
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      Backyou Help Centre
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