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Your Complete Guide to The Yocale Services Experience Yocale prides itself on giving you the best experience possible. Take a look at what working with us is like! Hello! I'm your Customer Success Manager. I will be working with you to help you get the most out of Yocale. I will help with technical items, training your staff and setting your business up to connect with local consumers and drive online bookings. IMPLEMENTATION yocale The Community NetworkTH Using Yocale Daily Success Checklist Use a simple Daily Checklist to keep on top of daily tasks, and mark off when your tasks are successfully completed. Setup is fast and simple, allowing you to start using Yocale right away. Implementation Resource Videos and Training Easily coordinate training for your team with a mix of in-person, instructor-led training sessions at our office and through videos in our Yocale Video Lab. All businesses have access to a Customer Success Manager to make the implementation process as easy as possible. Communication Tools Knowledge Base Use Yocale's knowledge base, an You will have a number of channels for staying in touch with us and successfully using Yocale. extensive resource of Yocale's features and how-to's. Technical Setup Blog Keep up the best practices, tips and tricks. During the implementation phase, you and your Customer Success Manager will quickly complete come necessary tactical items. One-to-One Phone Calls Contact technical support throughout the implementation process and whenever you have questions. Strategic Setup 2 You will also work with your Customer Success Manager to setup your business to maximize online bookings. TECHNICAL SETUP 1 Create Business Profile 2 Manage Locations 3 Define Services Add every service to Yocale like price, minutes for each service, and transition time between Think of this as your own Add all of your locations to make it easy for clients to find you. business website hosted on Yocale. Create a page that can be found by search engines. appointments. 4 Build Schedule Invite Staff 6 Create Provider Profiles Start building your schedule. Define your availability and create a schedule for any type Give administrators, providers and everyone in the business access to view, book and manage Think of this as a Provider's personal website hosted on Yocale. Create a page for each of your staff that can be found by search engines. of situation. their schedule in Yocale. Once you are setup, we'll help you get ready to launch. All the training we do is in the name of building The Community Network and helping your company grow. STRATEGIC SETUP + Yocale Sticker + Business Card + Social Media yocale + Voicemail + Email Signature + Client Email Invite The Community NetworkTM + Website + Direct Mail + Client Reviews + QR Code + Advertising + Yocale Easel At Yocale, your experience is a top priority. We work hard to make sure you never have a technical problem. And, if you do, we'll take care of it right away. SUPPORT Support Process The process is efficient and painless. Issues are resolved conveniently. Submit a Case Submitting an issue is easy. You can submit a case by using the Help button at and completing the form. You can also call 1-778-986-2253 or email us at [email protected] Quick Review The case will be reviewed by a member of our support team and assigned to a representative that can help you. ONGOING ADVOCACY We are Always Here! We'll stay in contact with you to make sure you make the most out of Yocale. Check-In Calls New Feature Updates Gather Feedback You are able to provide feedback any time through your Customer Success Manager. Your Customer Success You'll receive email Manager will contact you to check in and see how Yocale is working for you. updates that will explain any new features we've added. yocale The Community NetworkH


shared by Lacoudhir on Sep 16
Vancouver's Community Network Yocale has just launched, and this is a How-To-Guide for how to work with them.




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