Getting started with bookyoo
Here's what to set up first for the best experience, then how to use every feature — from your first quote all the way to payroll.
1. Initial setup
This is done once, under Settings (left menu, after signing in). Filling it in properly means professional, compliant documents from your very first quote.
1.1 Company identity
Enter your legal name, your brand name (displayed), your contact details and your logo. The account owner is the default signer on your documents — their name and title appear on quotes and invoices.
1.2 Regional settings and taxes
Choose your country and region: bookyoo automatically applies the right taxes and labels (GST/QST in Quebec, GST/HST elsewhere in Canada, etc.). Also set your currency and your documents' default language. Enter your tax numbers if they apply — they'll show on your invoices.
1.3 Terms of use (Schedule A)
A "vanilla" terms template is included in every plan and is automatically added to your quotes, pre-filled with your details. Pro lets you customize or import your own terms (URL or DOCX). You stay in control: on each quote, a toggle lets you include the schedule or not.
1.4 Payment options optional
If you wish, add your payment methods (your Stripe/PayPal/Wise link, an e-transfer, an IBAN, etc.). bookyoo never handles the money: it simply displays your details and your client pays you directly. It's off by default — you decide, and online payment stays an option, never a requirement.
1.5 Staff and representatives
The owner is your first representative (signer). Business lets you add users with roles (admin, quote creator, time tracker) and manage multiple representatives with a default signer.
1.6 Service catalogue Pro
Set up your recurring services and products once (description, price, unit) to reuse them in one click on every quote — faster and consistent.
2. Create and send a quote
Click "+ New quote". Two modes: the guided mode (step by step, great to start) and the advanced mode (free-form, one click away).
- Client: pick an existing client or create one on the fly (it's saved for next time).
- Products and services: add manual lines or pull from your catalogue. Apply discounts as needed.
- Options: toggles let you show taxes, include terms, pre-sign, and (on invoices) include payment options. The live preview on the right reflects exactly what the PDF will contain.
- Send: generate the document, then choose — Share (PDF attachment) from your phone (Messages, email, etc.), Download the PDF to attach it yourself, or Email with a secure link Pro (3 opens, expires after 30 days, audited).
3. Invoices and payment
Create an invoice directly, or convert an accepted quote to an invoice in one click — everything carries over. Invoice numbering is sequential and compliant (assigned by the server). Turn on payment options on the invoice (Options section) to show your link and details; your client clicks and pays you directly. Then mark the invoice as paid when you receive payment.
4. Time tracking and payroll
Time tracking Pro: log your hours by client and activity in a weekly grid, then bill the time by generating an invoice from the hours. Payroll Business: team time tracking, cost/billable rates per member, and a payroll export per employee in payroll-provider format (QC/CA).
5. Dashboard and exports
The dashboard Pro gives you a view of your activity (30 days and fiscal year): quotes, invoices, revenue, time. Accounting exports (Excel/CSV by period) make handover to your accountant easy.
6. Plans: which one to choose
- Starter — to start solo: up to 5 clients, unlimited quotes and invoices, terms included, payment options on your invoices.
- Pro — the go-to plan: unlimited clients, catalogue, time tracking, secure send link, custom terms, accounting exports, full dashboard.
- Business — for teams: up to 5 users with roles, team time tracking and payroll export, advanced branding, audit logs.
You start with a 7-day free trial, no credit card. You can change plans anytime; the website and the app always show the same pricing.
7. Security and compliance
Your data is hosted in Canada and isolated per account. bookyoo is built to comply with Quebec's Law 25 and PIPEDA, with numbering that meets Revenu Québec and CRA requirements. You sign in with Microsoft, Google or a magic link — no passwords to manage.