The Features Your Business
Needs to Succeed
From the smallest boutique to the biggest provider, Yo-Do was designed for you. CRMs have been around for a long time, but the last five years have transformed service businesses. You need a tool adapted to this new world.
Features As Dynamic As Your Business
Maximize employee availability by creating appointment rules to limit frustrating schedule gaps.
Refunds, exchanges, upgrades, customer incentives: Manage your product catalogue any way you like.
Service packs, invoicing, point of sale, or customizable auto-billing that adapts to your sales process.
Replace your external task manager with our full-featured, customizable, and fully integrated system.
Manage the most complex pay structures with multiple pay types, time clock, vacation, holidays, & approvals.
See KPI’s for nearly every aspect of your business, from sales, to churn, to employee performance, and more.
Manage multiple brands or shared services, and gain insights into KPI’s across your entire business.
3 unique user experiences to match end user needs: admin, curator (service provider), and customer.
Manage all aspects of your client relations: communications, relationships, tasks, billing, history, and more.
Create complex relations between your customers: different settings for billing, communication, and scheduling.
Fully customizable coupons to manage a variety of discounts and promotions.
Keep your business open 24/7 with Yo-Do’s user friendly and customizable online store.
Capture every aspect of your business, from account creation, sales, and cancelations, to staff productivity.
Help your clients and your staff remember their appointments with automated SMS and in app reminders
Your brand is unique, and your online portal should be too. Add your logo and customize your brand colors.
Never miss another client contact. All your messages in one place and integrated with everything else.
You’ve never used notes like this before. Tie old notes to new records, add and remove staff, never lose information.
Everything to make decisions for your business in one place: messages, appointments, tasks, and metrics.
Your service providers, your clients, and your admins all need different things, so we built unique dashboards for each.
Manage the staffing calendar for your front and back office in one place to ensure you always have coverage.
Help close the sale by giving your customers the ability to reserve time slots while they’re in the checkout process.
Combine products in a variety of ways. Sell unique bundles, mix and match classes and one-on-ones, and more.
You’re working so we are too. Access to qualified on-shore tech support everyday of every week.
Choose your own merchant processor or we can help you setup a new account with Stripe or Authorize.net.
Manage access, roll up reports, and analyze costs across your various locations.
Class caps, unlimited enrollment, and “ClassPass” style service offerings integrated seamlessly for providers and customers.
Integrate live appointment availability directly on your own site, opening up your sales funnel to new opportunities.
Train your employees and supplement your service offerings with built-in video, audio, and file readers.
Maximize employee availability by creating appointment rules to limit frustrating schedule gaps.
Refunds, exchanges, upgrades, customer incentives: Manage your product catalogue any way you like.
Service packs, invoicing, point of sale, or customizable auto-billing that adapts to your sales process.
Replace your external task manager with our full-featured, customizable, and fully integrated system.
Manage the most complex pay structures with multiple pay types, time clock, vacation, holidays, & approvals.
See KPI’s for nearly every aspect of your business, from sales, to churn, to employee performance, and more.
Manage multiple brands or shared services, and gain insights into KPI’s across your entire business.
3 unique user experiences to match end user needs: admin, curator (service provider), and customer.
Manage all aspects of your client relations: communications, relationships, tasks, billing, history, and more.
Create complex relations between your customers: different settings for billing, communication, and scheduling.
Fully customizable coupons to manage a variety of discounts and promotions.
Keep your business open 24/7 with Yo-Do’s user friendly and customizable online store.
Capture every aspect of your business, from account creation, sales, and cancelations, to staff productivity.
Help your clients and your staff remember their appointments with automated SMS and in app reminders
Your brand is unique, and your online portal should be too. Add your logo and customize your brand colors.
Never miss another client contact. All your messages in one place and integrated with everything else.
You’ve never used notes like this before. Tie old notes to new records, add and remove staff, never lose information.
Everything to make decisions for your business in one place: messages, appointments, tasks, and metrics.
Your service providers, your clients, and your admins all need different things, so we built unique dashboards for each.
Manage the staffing calendar for your front and back office in one place to ensure you always have coverage.
Help close the sale by giving your customers the ability to reserve time slots while they’re in the checkout process.
Combine products in a variety of ways. Sell unique bundles, mix and match classes and one-on-ones, and more.
You’re working so we are too. Access to qualified on-shore tech support everyday of every week.
Choose your own merchant processor or we can help you setup a new account with Stripe or Authorize.net.
Manage access, roll up reports, and analyze costs across your various locations.
Class caps, unlimited enrollment, and “ClassPass” style service offerings integrated seamlessly for providers and customers.
Integrate live appointment availability directly on your own site, opening up your sales funnel to new opportunities.
Train your employees and supplement your service offerings with built-in video, audio, and file readers.
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