Helpful Tips For OYOapp Business Account Users

Congratulations on joining OYOapp! You have taken the leap and made a great decision for your business, by joining OYOapp. We’re thrilled to have you onboard. We can’t wait to help you with reducing expenses with our all-in-one solution, save you time with our automations and streamline your business operations. All new OYOapp users have shared the beginning of their journey with us was easy and seamless because of how simple it is to use our solution. We are not cluttered with a ton of features and tools, we have just the right amount to get you going. To ensure you get the most out of OYOapp, we’ve put together this comprehensive guide to walk you through the essential steps for setting up your account. Let’s get started!

Step 1: Set Up Your OYOapp Profile

The first step in making the most of OYOapp is setting up your profile. This goes beyond completing your free trial and subscription. To position yourself for success, a complete and accurate profile helps you present a professional image to your clients through your business profile page.

• Log In: Use the credentials sent to your email to log into your OYOapp account.
• Navigate to Profile Settings: Click on your profile picture or the icon in the upper-left corner and update the page.
• Complete Your Information: Fill in your business information, including your name, business name, contact details, address, website (if you have one), experience, expectations and policies. Don’t forget to add a brief bio to introduce yourself to your clients and update your image with a professional photo.
• Save Changes: Ensure all your information is accurate, then click “Save Changes.”
• Bonus Tip – If you plan to offer your services via a web conferencing solution, make sure you include the link to your web conference room in the Expectations & Policies section.

Step 2: Enter Payment Details

Setting up your payment information is crucial for seamless subscription payments and transactions. Once this step is completed, you will be able to ensure your account remains active while being able to transact with other OYOapp business owners (if needed).

• Go to Settings: Navigate to the “Settings” menu and select “Payment Details.”
• Add a Card: Enter your credit card/payment details accurately to avoid any delays in transactions.
• Verify and Save: Double-check your information for accuracy, then click “Save” to store your payment settings.
• Bonus Tip: While you are in “Settings” – Setup your Business Hours of operations “days and time you are available”.
  • Do this by going to settings, click on Account Settings and complete the page “Set Alerts, Business Hours, Breaks and Off Days”.

Step 3: Import Contacts To Maximize Your Experience

Importing your existing contacts into OYOapp ensures you can start engaging with your clients right away. You can import contacts from your email or with a comma separated value “CSV” file.

• Go to Clients: Navigate to the “Clients” module on the left pane (within the Web application and or bottom (of the mobile app).
  • Option A “Select Import Contacts”: Chose which email provider “Google or Microsoft” you would like to import your contacts from. After importing, you can tap send connection requests to all imported clients. If you chose not to import clients via an email provider, you can easily import clients with a comma separated value “CSV” file.
  • Option B “Select File Import”: Download the file and use the downloaded sample file to add all client details. After that, save it and then go back, click on Clients again, select file import, click Choose File and upload the updated version of the sample file. After importing, you can tap send connection requests to all imported clients.  
• Bonus Tip: You must import at least 1 client to complete this step. Once this step has been completed, it will be easy for you to connect and engage with your clients.

Step 4: Add Your Services Into OYOapp

Listing your services clearly helps clients know what you offer and enables seamless booking.

• Navigate to My Services: Click on “Services” in the main menu.
• Add New Service: Click the “green plus button” to start listing your services.
• Enter Service Details: Add a service image, fill in the details for each service, including the name, description, duration, advance needed, cancellation expectations, number of clients per session and price.
  • If you plan to offer your services via a web conferencing solution, make sure you include the link to your web conference room in the description section.
• Save: After entering all necessary information, click “Save” to add the service to your list.

Step 5: Set Up Bank Details

We partnered with Stripe to assist with payment processing. To ensure you receive payments from your clients directly to your bank account, it is important to set up your bank details promptly.

• Go to Settings: Navigate to “Settings” and select “Bank Details.”
• Enter Bank Information: Provide your bank name, account number, routing number, and any other required details from Stripe.
• Verify Information: Make sure all information is correct to avoid any issues with receiving payments.
• Save Bank Details: Click “Save” to secure your bank information in the system.
• Bonus Tip – If you have completed all steps and this step doesn’t automatically get completed, you need to go back into Stripe to ensure all required details have been completed. If you need help, you can always contact us.

Next, It’s Time For A Dry Run

We recommend 2 more steps: Sync your calendar so you are able to see updates within your personal calendar. You can connect your OYOapp account to your website and social media pages. You can easily do this by going to the home page, clicking the share button on the top right and copying your link to paste as you wish into your website and or social media page button.

For the dry run, import a friend, partner, or family member as a contact and begin a dry run “configure a service for a very low price, request to be booked and interact with that person the way you would a client”. Every appointment needs to be completed. Once your appointment is over, go to your calenda – tap the appointment and decision it as completed”. Don’t forget o encourage your clients to leave you a feedback rating. Your clients can easily do this after the appointment is completed, by visiting their calendar, clicking on the appointment and leaving a star rating, some feedback and even a tip. Did you know you can book appointments with other business owners? Finding business suppliers and vendors can be a challenge which is why we provide recommended business owners to assist with various kinds of services. You can also leave customer reviews and feedback once the appointment has been completed.

Click around to familiarize yourself with OYOapp. Small businesses usually wonder what their clients experience is like. You can also create a customer account with a separate email address to explore what your clients will see.

Now Go All In

Setting up your OYOapp account is a straightforward process that sets the foundation for your business success. By completing these steps “setting up your profile, entering payment information, importing contacts, adding services, and setting up your bank details”, you’ll be well on your way to maximizing the benefits of OYOapp. The more you use OYOapp, the more you’ll know how to navigate through it. Don’t wait, start now! Clients who use OYOapp on a daily basis showed far more success than those who did not.

Join the OYOapp exclusive networking community. We have in person networking meetups and online events to help grow business acumen of any user interested. You will have access to resources, presentations and upcoming event details. Email [email protected] to join the exclusive community. We’re excited to see your business thrive with the help of OYOapp. Welcome aboard, and cheers to your success!

Would you like some finance tips? check out this article: 5 Easy Finance Tips For Small Business Owners