Getting started with bookyoo

What you need

Just an email address. No credit card for the trial, nothing to install: bookyoo runs right in your browser, on computer or phone.

Prefer to set things up first?

Take 10 minutes to fill in your settings (identity, taxes, currency, terms, payment methods). Your quotes and invoices will then be complete and compliant from the very first send. See Set up your account.

What's next?

Once your first quote is sent, you can track it (sent, viewed, accepted), convert it to an invoice in one click, then get paid. Each section of this guide covers one step.

Your business identity

Enter your legal name, your trade name (the brand shown), your contact details and your logo. The account owner becomes the default signer: their name and title appear at the bottom of your quotes and invoices.

Country, taxes and currency

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 the default language of your documents, and enter your tax numbers if they apply.

Terms (Appendix A)

A ready-to-use terms template is included and added to your quotes, already filled with your details. On each document, a switch lets you include it or not. Pro lets you customize or import your own terms (link or file).

Payment methods (optional)

Add your payment link (Stripe, PayPal, Wise), an Interac transfer or an IBAN. bookyoo never touches the money: it simply displays your details, and your client pays you directly. Off by default — you decide.

Your team Business

Working solo? Nothing to do: you're the default signer. As a team, invite people and give each a role (administrator, quote creation, time tracking), and choose the default signer for your documents.

Service catalog Pro

Create your recurring services and products once (description, price, unit) to reuse them in one click on every quote — faster and consistent.

Guided or advanced mode?

The guided mode is perfect to start: it asks one question at a time. The advanced mode shows everything on one page — handy once you're comfortable. Switch between them in one click.

Adding your lines

Type lines by hand, or pull from your catalog. For each line: description, quantity, price. Apply a discount (amount or percentage) if needed — totals and taxes recalculate on their own.

The live preview

On the right of the screen, the final document updates with every change, in the language you chose for the document. No surprises: what you see is exactly what your client receives.

Ways to send

• Share — the PDF goes out as an attachment from your phone (Messages, email…).
• Download — you get the PDF and send it yourself.
• Secure link Pro — an email with a link that expires after 30 days and a limited number of opens. You know when it was viewed.

Track the response

The quote status changes on its own: sent, then viewed, then accepted. In “My quotes”, you see at a glance where all your quotes stand.

Create an invoice

Two paths: from a quote (“New invoice” → “From a quote”: the client, lines and amounts are carried over), or from scratch, exactly like a quote but in invoice mode.

Why does my invoice show “DRAFT”?

Until an invoice is officially sent or downloaded, it stays a draft with no number yet. That's intentional: your numbering stays continuous and compliant, with no gaps. The number is locked the moment you actually issue the invoice — when sending, or when downloading if you request it.

Show your payment methods

Turn on payment methods on the invoice to display your link and details. Your client clicks and pays you directly; bookyoo doesn't process the payment.

Mark as paid

When you receive payment, mark the invoice paid in “My invoices”. Your tracking stays up to date for your reports and your accountant.

Logging your hours

In Time, a weekly grid lets you enter hours by client and activity, day by day. Totals add up automatically.

Invoicing time

Select the hours to bill and generate an invoice from time: the lines and amounts are created for you, ready to send.

As a team Business

Each member logs their time. You track hours per employee, with a cost rate and a billable rate per person, and generate a payroll export in the format used by payroll services (QC/CA).

What you see

• Your revenue and the number of quotes and invoices over the period.
• The pending quotes and unpaid invoices to follow up.
• The time logged, invoiced and still to invoice.

Choosing the period

Switch between the last 30 days and your fiscal year (whose end date you set in the settings). The numbers adjust automatically.

Inviting someone

In Team, enter the email and the role: the person receives an invitation and joins your account in one click, with no password to create.

Representatives and signer

Each eligible member can be a representative (the one whose name appears on the document). You set a default signer (★), changeable on each quote.

Who sees what

Sensitive information, like cost rates, stays hidden from members who don't need to see it.

Hosted in Canada

Your data is hosted in Canada and isolated per account: no business sees another's data. bookyoo is built to respect Law 25 (Quebec) and PIPEDA, with numbering that meets Revenu Québec and CRA requirements.

Passwordless sign-in

You sign in with Google, Microsoft or a magic link sent to your email. Nothing to create, nothing to remember, and no password that could be stolen.

Automatic backups

Your data is backed up daily and can be restored if something goes wrong. You have nothing to manage.

Who sees what Business

As a team, each role only sees what concerns it. Cost rates, for example, stay hidden from members who don't need to view them.

How to choose?

Solo, with a few clients? Starter is enough. Want time tracking, secure sending and accounting exports? Pro. Managing a team and payroll? Business.

The website and the app always show the same prices, in your currency. Move up or down a plan whenever you like — no commitment.