yisuncloud Book · User guide
For appointment-based shops: salons, nail studios, phone repair, pet grooming, classes, and retail try-ons. Pick an industry for matching labels and default email templates (booking receipt, consent, reminders, reschedule, completion). After you log an appointment, a receipt email sends immediately (with .ics calendar). After consent, automatic reminders go out 1 day, 2 hours, and on the day of the appointment. Export a confirmation PNG for social sharing. Email only — no SMS. Step-by-step UI: demo; booking links: booking link guide.
1. Try first & sign up
- Try the form: open the booking page without signing up (no real email, no QR code)
- Sign up — verify email via activation link
- After verification → 15-day trial (400 emails/month) → real emails and booking QR/link
- Buy a plan when trial ends at billing
- Check shop settings for name, address, phone, and industry.
2. Install to home screen (optional)
PWA install — home-screen icon opens the dashboard like a small app. Log in before installing.
iPhone / iPad (Safari)
- Safari → book.yisun.cloud → Share → Add to Home Screen.
Android (Chrome)
- Chrome → menu → Add to Home screen / Install app.
Shop PC
- Chrome / Edge → Install icon in address bar.
3. Choose industry
Industry changes labels, form fields, and default templates. Supported examples:
- Hair / barber — cut, color; optional stylist
- Nails / lashes — manicure, extensions; optional technician
- Phone / device repair — screen, battery; drop-off / pickup times
- Pet grooming — pet name + service; optional groomer
- Classes, fitness, skincare — session appointments
- Apparel retail — try-on, layaway events, self-booking links
- Other by-appointment retail — generic wording
4. Daily: log appointments
- Dashboard → + 登记预约 (label varies).
- Customer name, email, service, date & time; optional staff member.
- Save and send email.
- Immediately: booking receipt with calendar link — no consent required.
- New customers: consent email for future reminders.
- Returning consented customers: receipt only.
4½. Self-booking link / QR
Copy your shop link or QR from shop settings. Details: booking link guide.
- Post at counter, door, or receipt.
- Customer enters email, picks slot and service.
- Same flow as staff-logged bookings: receipt + consent for new customers.
Do not collect emails verbally in public — use the booking page.
In-store WiFi required (default)
New shops default to in-store network required for self-booking submit. Customers can open the page anywhere but must be on your shop WiFi to submit (see Terms).
- While on shop WiFi, open settings → Register current network (records public IP).
- Keep “In-store network only” checked. Re-register if your ISP changes IP.
- Sign: “Connect to store WiFi, then scan to book.”
Uncheck in settings if you want remote self-booking (confirmation dialog; see Terms).
5. Email types
| When | Purpose | Consent? | |
|---|---|---|---|
| Booking receipt | On save (staff or self-book) | Confirmation + calendar | No |
| Consent request | New customers | Future reminders | Must agree |
| Appointment reminder | 1 day / 2 hr / same day, or Notify now | Don’t miss appointment | Yes |
| Reschedule notice | When you edit date/time | New time + calendar | No |
| Completion receipt | Marked arrived / done | Service finished | No |
| Event invite | Bulk notify | Special event + booking link | Yes |
Email receipts are not tax invoices — they are appointment notices. Shop billing and sales tax are your responsibility.
5½. Programs · members / birthday / events (optional)
For birthday campaigns, imported member lists, and salon/nail re-engagement — all require email consent.
Member CSV import
- Member import — upload CSV.
- Columns: name, email, birthday, tier, balance, tags, notes.
- Import triggers consent emails; only “agreed” contacts receive program mail.
Birthday emails
Enable in shop settings; sends on birthday (and optional advance notice).
Re-engagement (salon / nails)
After Marked arrived, auto reminder ~28/21 days later if no open booking (industry-specific; toggle in settings).
6. Add to calendar (.ics)
Receipt and reminder emails include an Add to calendar link — downloads .ics for Apple Calendar, Outlook, Google Calendar, etc. Help: calendar help (from email link).
7. Customer consent
- Customers & consent: pending / agreed / unsubscribed.
- Reminders and Notify now require agreed.
- Customers can reply to emails to request reschedule (replies go to your login email).
8. Reminders
Automatic
After consent: 1 day before, 2 hours before, and morning of appointment (one send per offset).
Notify now
Dashboard → Notify now on a booking (consent required; one manual reminder per customer per day max).
9. Complete, reschedule, import
Reschedule
Customer contacts you → dashboard Reschedule → optional email; automatic reminders reset to new time.
Marked arrived
Completion email sends automatically.
Bulk import
Appointment import CSV:
name,email,service,date Jane,jane@example.com,Haircut,2026-06-15
10. Edit email templates
Email templates — common placeholders:
{{称呼}}/ name,{{服务项目}}/ service, date/time fields{{师傅}}/ staff,{{添加到日历}}/ calendar block{{预约链接}}/ booking link, shop name, address, phone
11. Billing
Try the booking form without signing up (no real emails, no booking QR). After you verify your email you get 15 days trial (400 emails/mo) with a booking link/QR; purchase a plan when trial quota runs out. Pricing · pay at billing.
| Plan | Price | Notes |
|---|---|---|
| Standard · 1 month | $9 | Includes 800 emails/month · about 5–8 appointments/day |
| Standard · 3 months | $24 | About $8/mo · includes 800 emails/month · max prepay |
| Pro · 1 month | $29 | Includes 1500 emails/month · multi-staff / high volume |
| Pro · 3 months | $69 | About $23/mo · includes 1500 emails/month · max prepay |
Email boost packs
| Pack | Price | Notes |
|---|---|---|
| Boost · 100 emails | $2.99 | Quick top-up · about 20–30 appointment cycles |
| Boost · 250 emails | $5.99 | Weekends, holidays, or busy seasons |
| Boost · 500 emails | $9.99 | Multi-staff shops or promo months · stackable |
- Standard 800 emails/month; Pro 1500; boosts are current-month only.
- Max prepay 3 months per shop.
12. FAQ
- Receipt vs consent?
- Receipt sends immediately. Consent only gates reminders.
- When do automatic reminders send?
- 1 day, 2 hours, and day-of — after consent.
- Customer reschedule?
- Call, or reply to email (goes to your login inbox). Then use dashboard Reschedule.
- SMS?
- No — email only.
- Self-booking blocked?
- Connect to store WiFi and ensure network is registered in settings.
- Confirmation image vs print?
- PNG share here; thermal print at yisuncloud Print.
- More help?
- info@yisuncloud.com
One-line workflow
Self-book or log → receipt → consent → auto/manual reminders → (optional) PNG → mark arrived → boost email quota if needed.