Big Business Tools. Small Business Vibes.

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.

Everything You Need to Run Your Service Business in One Platform

Smart Scheduling

Maximize employee availability by creating appointment rules to limit frustrating schedule gaps.

Flexible Credit System

Refunds, exchanges, upgrades, customer incentives: Manage your product catalogue any way you like.

Customizable Billing

Service packs, invoicing, point of sale, or customizable auto-billing that adapts to your sales process.

Task Management

Replace your external task manager with our full-featured, customizable, and fully integrated system.

Time Sheets

Manage complex pay structures with multiple pay types, time clock, vacation, holidays, & approvals.

Robust Reporting

See KPI’s for nearly every aspect of your business, from sales, to churn, to employee performance, and more.

Multi-Tenancy

Manage multiple brands or shared services, and gain insights into KPI’s across your entire business.

3 Unique Portals

3 unique user experiences to match end user needs: admin, curator (service provider), and customer.

Full-Featured CRM

Manage all aspects of client relations: communications, relationships, tasks, billing, history, and more.

Dependent Management

Create complex relations between customers: different settings for billing, communication, and scheduling.

Dynamic Coupons

Fully customizable coupons to manage a variety of discounts and promotions.

 No Contact Online Signups

Keep your business open 24/7 with Yo-Do’s user friendly and customizable online store.

Admin Notifications

Capture every aspect of your business, from account creation, sales, and cancelations, to staff productivity.

Customer Reminders

Help your clients and your staff remember their appointments with automated SMS and in app reminders

Brand Customization

Your brand is unique, and your online portal should be too. Add your logo and customize your brand colors.

Free SMS Messaging

Never miss another client contact. All your messages in one place and integrated with everything else. 

Powerful & Flexible Notes

You’ve never used notes like this. Tie old notes to new records, add and remove staff, never lose information. 

Universal Inbox

Everything to make decisions for your business in one place: messages, appointments, tasks, and metrics. 

Role-Based Dashboards

Your service providers, clients, and admins all need different things, so we built unique dashboards for each. 

Admin Staff Calendar

Manage the staffing calendar for your front and back office in one place to ensure you always have coverage.

Prebooking

Help close the sale by giving your customers the ability to reserve time slots while in the checkout process.

Flexible Product Bundles

Combine products in a variety of ways. Sell unique bundles, mix and match classes and one-on-ones, and more. 

24/7 Tech Support

You’re working so we are too. Access to qualified on-shore tech support everyday of every week. 

Flexible Merchant Processing

Choose your own merchant processor or we can help you setup a new account with Stripe or Authorize.net. 

Enterprise Administration

Manage access, roll up reports, and analyze costs across your various locations. 

Group Classes or Sessions

Class caps, unlimited enrollment, and “ClassPass” style service offerings integrated seamlessly for providers and customers. 

Client Tagging

Label clients with custom tags to quickly sort, filter, and group them however you need—no rigid categories required.

Media Resources

Upload and organize videos, audio, or visual aids in one place—making it easy for staff and clients to access what they need, when they need it.

Integrated LMS (Coming Soon)

Train your employees and supplement your service offerings with built-in video, audio, and file readers.

Live Landing Pages (Coming Soon)

Integrate live appointment availability directly on your own site, opening up your sales funnel to new opportunities.

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We are more than

12
LOCATIONS IN 5 STATES
34
PARTNERS AND COOPERATIONS
10 000
SATISFIED STUDENTS
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hello@yo-do.com
Give us a call
(888) 224-8374

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Whether you're curious about features, pricing, or what Yo-Do can do for your business, just send us a message and we'll get back to you shortly.

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