Yepsta Terminology and Workflow FAQ
Account and onboarding
Section titled “Account and onboarding”What is the difference between a Staff profile and a User?
Section titled “What is the difference between a Staff profile and a User?”A Staff profile is the operational person used for services, appointments, availability, compensation and payroll. A User is a dashboard login with a role, permissions and location access. Link them when the person needs both.
Why can another user see something I cannot?
Section titled “Why can another user see something I cannot?”Owners have business-wide access. Managers/staff require the exact Team Access permission and assigned location. Some workflows remain owner-only or conditional.
Is Settings the same as Account Settings?
Section titled “Is Settings the same as Account Settings?”No. Settings is owner-only business configuration. Account Settings lets each signed-in person change their own login email, mobile and password through OTP verification.
Appointments
Section titled “Appointments”What is a service group or variant?
Section titled “What is a service group or variant?”A group is a non-bookable parent. A variant is the exact bookable/billable service with its own duration and price. Assign the exact eligible service to staff.
Why is a slot unavailable?
Section titled “Why is a slot unavailable?”Check branch hours, service duration/buffers, staff schedule, exact staff-service assignment, capacity, overlapping work, approved leave display and location access.
Do appointment and payment statuses mean the same thing?
Section titled “Do appointment and payment statuses mean the same thing?”No. Appointment status describes service delivery. Invoice/payment status describes billing and collection. Completing one does not automatically prove the other.
Customers and billing
Section titled “Customers and billing”Is a customer the same as a WhatsApp contact?
Section titled “Is a customer the same as a WhatsApp contact?”The customer is the CRM record. A campaign recipient or WhatsApp number can be matched to that customer, but consent, suppression and marketing eligibility remain separate.
What is the difference between an estimate, invoice and credit note?
Section titled “What is the difference between an estimate, invoice and credit note?”An estimate is a quotation. An invoice records a bill and collection state. A credit note reverses eligible value from a paid invoice through its supported workflow.
Are wallet credit, reward points and vouchers interchangeable?
Section titled “Are wallet credit, reward points and vouchers interchangeable?”No. Store-credit wallet value, loyalty/reward points and gift vouchers have different sources, balances and redemption rules.
What is a package versus a customer package?
Section titled “What is a package versus a customer package?”A package or membership is the sellable definition. A customer package is the issued/purchased entitlement with its own usage and validity.
Products and store
Section titled “Products and store”Product category or service category?
Section titled “Product category or service category?”Product categories organise stock-managed/retail items. Service categories organise bookable or billable work. They do not replace each other.
Does a store order automatically prove payment or update stock?
Section titled “Does a store order automatically prove payment or update stock?”No. Fulfilment, invoice/payment and stock effects are related but separate. Use the linked invoice and supported paid sale workflow for financial/stock truth.
Why is a product missing publicly?
Section titled “Why is a product missing publicly?”Confirm the product is active and review the store/public-profile configuration. Product inventory tracking and public catalogue visibility are different concerns.
WhatsApp and notifications
Section titled “WhatsApp and notifications”Campaign, Notification Centre or Inbox?
Section titled “Campaign, Notification Centre or Inbox?”Campaigns are approved-template marketing/bulk messages. Notification Centre is event-driven transactional communication. Inbox is customer-service conversation, with free-form text only inside the displayed 24-hour window.
Can I keep using the WhatsApp Business App?
Section titled “Can I keep using the WhatsApp Business App?”Only if Keep using the WhatsApp Business App is available for the account and the coexistence onboarding completes. Do not assume universal availability.
Why was a campaign recipient excluded?
Section titled “Why was a campaign recipient excluded?”Common causes are invalid/duplicate phone, unknown consent, opt-out/suppression, frequency/timing safety or missing template data.
Are notification credits included in the subscription?
Section titled “Are notification credits included in the subscription?”No. Paid WhatsApp communication credits are separate from the Yepsta plan where applicable.
Reviews
Section titled “Reviews”Does Yepsta post a Google review for the customer?
Section titled “Does Yepsta post a Google review for the customer?”No. AI provides an editable draft. The customer chooses whether to copy, edit and submit it on Google.
Does a location Google URL enable the complete QR journey?
Section titled “Does a location Google URL enable the complete QR journey?”Not by itself. Keep the business-level Google Review URL configured; a location URL can then be the branch-specific final destination.
Does Google Routed prove a review was submitted?
Section titled “Does Google Routed prove a review was submitted?”No. It means the customer entered the Google journey. Final submission happens outside Yepsta.
Subscription and security
Section titled “Subscription and security”What changes between Starter, Growth and Pro?
Section titled “What changes between Starter, Growth and Pro?”All include the core Business OS. Starter supports one active location, Growth up to five, and Pro unlimited locations. Confirm current price/benefits in Plan Details.
What happens after subscription expiry?
Section titled “What happens after subscription expiry?”Yepsta currently provides a seven-day grace period. After that, operational writes pause while billing, Support and read access remain available. Renew to restore plan access.
Will Support ask for my password or OTP?
Section titled “Will Support ask for my password or OTP?”No. Never share passwords, OTPs, UPI PINs, card security codes or API tokens.
Why did my OTP fail?
Section titled “Why did my OTP fail?”Use the newest six-digit code at the masked destination before expiry. Wait for the resend cooldown; request one fresh code after expiry or too many attempts.
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