Yepsta Business OS help
YEPSTA BUSINESS OS
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Find step-by-step help for setup, Academy, appointments, CRM, Projects, attendance, payroll, GST, billing, WhatsApp and daily operations in Yepsta.
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Getting StartedCreate the account, configure the business and locations, learn the workspace, and go live.Browse guides Appointments and CalendarCreate multi-service bookings, allocate staff, use calendars, policies, and waitlists.Browse guides Customers and CRMRun the daily enquiry queue, configurable pipeline, Lead Focus, follow-ups, outcomes, and Customer 360.Browse guides ProjectsMove from proposal and setup through tasks, billing, client approval, final delivery, and follow-on work.Browse guides AcademySet up programmes, batches, learners, instructors, Classes, attendance, fees and collection.Browse guides Team, Attendance and PayrollConfigure access, shifts, clocking, corrections, compensation, payroll, payouts, and payslips.Browse guides Billing, GST and AccountingCreate estimates and invoices, record payments, configure GST, prepare returns, and review books.Browse guides Yepsta PayConnect Razorpay, collect issued Invoices, track requests and resolve attention safely.Browse guides Products, Inventory and ProcurementControl products, location stock, imports, suppliers, purchasing, returns, and payables.Browse guides WhatsApp and NotificationsConnect WhatsApp, run campaigns, serve conversations, and configure event messages.Browse guides Website, Storefront and ReviewsPublish the website, enable public booking, manage store orders, QR reviews, and feedback.Browse guides Reports, Settings and SupportFind reports, secure the account, manage settings, troubleshoot, and contact Support.Browse guides
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