Documentation

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Documentation

Features

CRM ( Clients / Companies )

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?