Documentation

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Documentation

Features

Files ( quotes / follow-up )

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 quote request

Edit and publish a sales offer (a quote)

What should I do once I've published an offer?

Create a new quote request

File management module

How to create a special offer?

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Function sheets

Create a function sheet

Display the schedule of shared function sheets

Meeting spaces calendar

Room 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?

Accommodations

Accommodation sheet

Products

General Terms and Conditions of Sale (GTCS)

Spaces

How to create and customize a PDF quotation templates ?

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Team

Rights & Profiles

Parameters

General > Management

General > Expedition domain

General > Authentication rules

General > Segmentation

Personalisation

Models

Integration

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Statistics

Dashboard

File analysis

Product Statistics

Targets

Central Desk

What is the Allotments section?