Parameters
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      1. Documentation
      2. Features
      3. Parameters

      Personalisation

      • Forms 

      To personalise your client request form :

      • Access > Settings > My forms.
      • Choose the form you wish to modify by clicking on the Modify button on the right.

      On the edit page for your form, you will find three tabs:

      Parameter tab :

      • You can activate or deactivate general information depending on the type of your establishment, such as general information, meeting room facilities and the type of groups you accept.
      • Activate by clicking on it (green), deactivate by clicking again (red).

      Design tab :

      • Customise the look of your form by changing the header and basket logos, the background image and the favicon.
      • You can also add a clickable link to your website on the logos.
      • Customise the colours on the form by clicking on the colour area you want to change. You can choose a colour using the eyedropper or copy a colour code.

      If you need to share the links to your forms in different languages with potential customers by e-mail :

      • Settings > My forms section.
      • To obtain the links, click on the paperclip at the end of the form.
      • To view the form via these links, use another web browser or a private browser window.

      Integration of the form on the website: 

      Depending on the information you enter in the fields in this section, you can create a code that you can copy and paste to configure your website.

      We can also provide you with an excel file enabling you to install the links from the application form on your website.

      • Custom fields

      Custom fields are functions that allow you to add specific information to a customer record and/or request form, in addition to the standard fields provided by default.



      Several custom field types are available. Select the field type, complete and save the settings.

      Once you have added the custom field, you will find it in the parameters of the customer file. Similarly, when entering information on a request form, you can also find the custom field for adding the specific information required.

      This additional data is available from data exports in Excel format.


       

      • Quote


      Quotation customisation allows you to pre-configure the display settings for all quotations, choosing what to include or exclude:

      • Total for each product
      • Sub-totals 
      • Total 
      • VAT 
      • Room names and times

      • My space

      You can customise the appearance of your Backyou workspace. The logo you upload will be displayed in the top left-hand corner of your Backyou workspace. The favicon will appear in the tab of your web browser.

      If you have an account with several establishments, please add the logo of your group or company, under which the establishments are listed. This also applies to the favicon.