Day-0 checklist: your first 60 minutes

What is Yesoma?

Yesoma in plain English — the AI customer desk for service businesses, and what it does that an inbox doesn't.

Quickstart: set up your workspace

Sign up, finish onboarding, and get to a working dashboard in under five minutes.

What the onboarding playbook does

The industry + business-model picker on day 1 seeds your workspace with services, policies, FAQs, reply templates, and a tone tuned to how businesses like yours actually operate. Here's what gets created + how to re-pick later.

Bulk import from a spreadsheet

Move customers, services, policies, FAQs, and reply templates into Yesoma in one pass — paste or upload a CSV.

Ask Yesoma AI and verify its sources

Learn which published Docs Ask Yesoma AI uses, what it can access, and how product guidance differs from customer Case AI.

Setting up Yesoma for a barber shop

The barber-shop playbook seeds cuts, fades, beard work, and walk-in-friendly policies. Here's what you get and how to make it fit your shop.

Setting up Yesoma for a nail salon

The nail-salon playbook seeds manicures, gels, acrylics, pedicures, and the deposit + chip-fix policies that protect long chair-time services.

Setting up Yesoma for a lash or brow studio

The lash + brow playbook seeds full sets, fills, lamination, and the deposit + retention policies built for appointment-only studios.

Setting up Yesoma for a plumbing business

The plumbing playbook seeds emergency + scheduled service flows, diagnostic-fee pricing, license + warranty messaging, and calm-under-pressure templates.

Setting up Yesoma for an electrical business

The electrical playbook seeds diagnostic + install services, permit + warranty language, and deposit rules for panel + EV + generator jobs.

Setting up Yesoma for a catering business

The catering playbook seeds per-head pricing, deposit + payment schedules, dietary handling, and the three qualifying questions every quote needs.

Setting up Yesoma for a massage therapy business

The massage-therapy playbook seeds session types, package upsells, intake + medical disclosure, and the calm reassuring tone wellness customers expect.

Setting up Yesoma for a portrait photography business

The portrait-photography playbook seeds family, newborn, headshot, and brand sessions — with 50/50 deposit schedule and gallery-delivery messaging baked in.

Setting up Yesoma for an auto repair shop

The auto-repair playbook seeds diagnostic-fee + repair pricing, parts + labor warranty messaging, and the honest-and-transparent template tone that builds shop trust.

Setting up Yesoma for a handyman business

The handyman playbook seeds the 1-hour minimum + hourly pricing model and the scope-of-work boundaries (what handyman is and is not) baked into your templates.

Setting up Yesoma for a landscaping business

The landscaping playbook seeds recurring lawn care + one-time cleanups, seasonal service reminders as a retention engine, and walk-through-then-quote workflows.

Setting up Yesoma for a bakery

The bakery playbook seeds custom cake + cupcake + dessert-table pricing, lead-time and allergen policies, and the design-change lock that protects production.

Setting up Yesoma for a tutoring business

The tutoring playbook seeds single + package session pricing, the free-consult activation play, and session-summary templates that keep parents bought-in.

Setting up Yesoma for a therapy private practice

The therapy playbook covers Yesoma's practice-management layer (intake, scheduling, billing, no-show fees) and the HIPAA-aware boundaries that keep clinical content in your EHR, not in email.

Setting up Yesoma for a moving company

The moving playbook seeds local + long-distance pricing, the in-home/virtual estimate workflow, insurance + license messaging, and peak-season booking nudges.

Setting up Yesoma for a DJ or entertainment business

The DJ playbook seeds wedding + corporate + private party packages, the date-locking retainer workflow, and the pre-event planning meeting template that earns reviews.

Setting up Yesoma for a pet grooming business

The pet-grooming playbook seeds size-based pricing, temperament + vaccination intake, and the 6-week repeat-booking nudge that drives recurring revenue.

Setting up Yesoma for a dental practice

The dental playbook covers Yesoma's practice-management layer (scheduling, insurance verification, 6-month recall, treatment-plan follow-up) and the HIPAA-aware boundaries that keep clinical content in your dental software.

Setting up Yesoma for a wellness coach business

The wellness-coach playbook seeds discovery calls + session packages, scope-of-practice messaging (not a therapist, not an RD), and session-summary templates that drive retention.

Setting up Yesoma for a restaurant

The restaurant playbook handles the inquiries your POS doesn't — private events, catering, complaints, gift cards — with service-recovery templates that protect reviews.

Setting up Yesoma for a hotel or guesthouse

The hotel playbook handles direct booking inquiries, group blocks, event venues, and pre-arrival concierge — the relationship layer OTAs can't match.

Setting up Yesoma for a training center

The training-center playbook seeds cohort enrollment, free intro classes as activation, waitlist management, and graduation review requests that drive referrals.

Setting up Yesoma for a construction business

The construction playbook seeds consult-then-quote workflow, milestone payment + lien waiver patterns, change order process, and the 7-day post-completion review delay.

Setting up Yesoma for a travel agency or tour operator

The travel playbook seeds custom trip planning, group tours, visa assistance, and the 50/50 deposit + pre-departure brief workflow that builds repeat-traveler trust.

Setting up Yesoma for a fashion designer or seamstress

The fashion playbook covers bespoke + alterations + ready-to-wear, the multi-fitting deposit schedule, fabric responsibility, and tactful Pinterest-copy policy.

Setting up Yesoma for a specialty retail store

Lighting, furniture, jewelry, appliance, electronics. Inquiry handling on top of your POS — stock checks, custom orders, delivery + install, trade accounts, returns + warranty.

I was referred to Yesoma — what now?

Landed on a referral link? What Yesoma is, the free trial you get, no credit card needed to start, and how to set up in a few minutes.

Using Yesoma from your phone

Run your whole desk from a phone browser — add to home screen, the mobile inbox, voice reply, WhatsApp click-to-reply, push + tab badge, and what's easier on a bigger screen.

Is my customer data safe?

Plain-English guide to workspace isolation, private files, staff-access controls, export and deletion, plus the current evidence limits published on the Trust page.

When to use Yesoma vs ChatGPT + Gmail

When a DIY writing-and-email workflow may be enough, and when ownership, saved knowledge, follow-ups, and team review become useful.

Contact and track Yesoma support

Submit a tracked request, understand your human-response target, follow progress, add information, and safely use email when you cannot sign in.