Yepsta Product Overview

One Business OS for Service, Academy and Training Journeys

Yepsta brings Academy operations, project delivery, appointments, website, storefront, billing, CRM, inventory, reviews, staff and reports into one practical platform.

1 OS

Website, storefront and operations

India-ready

GST, WhatsApp and local workflows

SMB-first

Built for service teams

Yepsta Business OS dashboard screenshot

Platform pillars

Built around the complete business lifecycle.

Yepsta connects customer or learner operations, appointment, Academy or project delivery, billing and follow-up so owners do not reconstruct the journey across separate tools.

Get online

Launch a public business profile, storefront, gallery, booking links and review pages.

Schedule and serve

Manage appointments, staff availability, packages and customer service workflows together.

Teach and train

Manage programmes, batches, learners, class schedules, attendance, fees and authorised guardian access.

Plan and deliver

Orchestrate project intake, milestones, tasks, client decisions, billing and final delivery.

Grow customers

Use CRM, packages, memberships, rewards, reviews and communication tools.

Track business

Give owners clearer visibility across sales, bookings, stock, branches and follow-up.

Product system

The Yepsta operating layer, module by module.

From public discovery to billing and owner reports, every module is designed to share customer and business context.

Website + storefront

A public profile and online catalog connected to customer actions.

Appointments + staff

Scheduling, service duration, team assignment and calendar visibility.

Academy management

Programmes, batches, learners, trainers, timetables, attendance, fees and controlled portal access.

Projects + client delivery

Proposals, optional agreements and intake, milestones, tasks, exact-version approvals, billing visibility and controlled final delivery.

GST billing + POS

Counter sales, invoices, estimates, credit notes and payment tracking.

CRM + loyalty

Customer profiles, packages, memberships, rewards and wallet context.

Inventory + procurement

Catalog, stock, purchases, suppliers and low-stock visibility.

Reviews + campaigns

QR review journeys, AI-assisted suggestions, WhatsApp Business API templates and campaign follow-ups.

Branches + reports

Multi-location controls and owner-friendly operating reports.

Dashboard showcase

A serious owner dashboard for daily control.

Academy actions, projects, bookings, bills, inventory, reviews and reports stay close together so owners can understand what needs attention today.

Yepsta owner dashboard screenshot

Storefront and profile

Your online front office comes included.

A premium profile, storefront and customer actions give small businesses a stronger digital presence without creating a separate website project.

Yepsta public website profile screenshot

Business workflow

From discovery or enrolment to service, class, delivery and follow-up.

Yepsta supports appointments, Academy operations, projects and mixed journeys while keeping the owner workflow connected behind the scenes.

1

Customer discovers or enquires

They find your public profile, choose an action or enter the CRM and lead journey.

2

Business chooses the operating path

Use an appointment, Academy batch, storefront order, direct project or the fuller proposal-to-project journey.

3

Team serves, teaches or delivers

Run the visit, class session or client delivery workflow with the right people and records.

4

Invoice and payment stay authoritative

POS, GST invoices, project billing links, packages, wallet and product stock keep their proper records.

5

Complete and follow up

Finalise attendance or delivery, share authorised updates, collect feedback and start the next visit, class, order or engagement deliberately.

6

Owner sees the connected picture

Review sales, bookings, Academy actions, project health, delivery, stock, customers and branch activity.

Why Yepsta is different

Designed for Indian SMBs, not generic enterprise checklists.

Website included

Every business gets a premium public profile without starting a separate website project.

WhatsApp-first storefront

Orders can stay natural for Indian customers while Yepsta keeps structure behind them.

AI-assisted review growth

Happy customers get optional help writing useful reviews while staying in control.

GST-ready operation

Billing, POS, invoices and inventory-aware sales fit daily Indian SMB workflows.

Designed for Indian SMBs

The product is practical for appointment-led, Academy and training-led, project-led and mixed teams, including Indian GST and WhatsApp workflows.

Connected modules

Explore the feature system.

Every module below has a dedicated detail page with benefits, workflows, use cases and FAQs.

View all features

Projects & Client Delivery

Connect proposals, milestones, tasks, client approvals, billing stages and controlled final delivery.

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Premium website

Launch a mobile-first business profile with services, products, gallery, hours, booking, storefront and review actions connected to Yepsta.

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WhatsApp storefront

Let customers browse products, build a cart, submit order details and continue on WhatsApp while Yepsta keeps the order structured.

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Appointments

Manage customer bookings, multiple services, staff assignment, calendars, reschedules, cancellations and follow-ups in Yepsta.

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Academy Management

Manage programmes, location-specific batches, learners, class schedules, attendance, fees, GST billing, authorised guardian access and Academy reports in Yepsta.

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GST billing and POS

Create GST-ready POS bills, invoices, estimates, credit notes and payment records for services and products in one connected workflow.

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Catalog and stock

Manage services, products, categories, purchases, stock, low-stock visibility and sales-linked inventory for your service business.

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Retention

Create packages, memberships and prepaid sessions, then track validity, usage, billing and customer entitlements in Yepsta.

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Review growth

Collect private feedback, guide happy customers toward Google reviews and offer AI-assisted review suggestions while customers stay in control.

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Notifications

Send connected transactional email and approved WhatsApp Business API notifications for appointments, orders, billing and customer updates.

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Campaign module

Create targeted campaigns using customer segments and approved communication channels for offers, reminders, renewals and reactivation.

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Multi-location

Manage location-aware staff, appointments, inventory, billing and reports as your service business expands across branches.

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Customer CRM

Keep customer profiles, visits, notes, packages, wallet activity, billing history and repeat-engagement context in one service-business CRM.

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Staff management

Manage staff roles, permissions, schedules, service responsibilities and location access with clear operational boundaries.

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Reports

Track sales, appointments, inventory, reviews, outstanding payments and daily activity through owner-friendly business reports.

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Customer portal

Give customers mobile-friendly access to profiles, bills, packages, memberships, rewards, vouchers, wallet context and repeat actions.

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Loyalty

Create loyalty and reward workflows connected to customer profiles, billing and repeat visits without managing a separate loyalty tool.

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Wallet

Track wallet balances, store credit, voucher redemption and partial payments against the correct customer profile.

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Accounting lite

Track expenses, cashbook, bankbook, daily closing, outstanding activity and income-versus-expense visibility in Yepsta Accounting Lite.

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Procurement

Manage suppliers, purchase orders, purchase entries, returns, receiving and inventory updates from one connected procurement workflow.

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AI tools

Use practical AI assistance for review suggestions and customer communication while keeping business teams and customers in control.

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FAQ

Questions, answered clearly.

What is Yepsta Business OS? +

Yepsta Business OS is a connected platform for service and Academy businesses to manage online presence, Academy operations, projects, appointments, billing, CRM, inventory, reviews, staff and reports.

Is Yepsta only for appointments? +

No. Appointments are one operating path. Yepsta also supports Academy Management, Projects and client delivery, storefront, GST billing/POS, CRM, inventory, packages, reviews and multi-location operations.

What does Academy Management include? +

It includes programmes, location-specific batches, learner records, trainer assignments, enrolments, timetables, generated classes, attendance, fee plans, GST billing, authorised guardian access and Academy reports.

Does Yepsta support GST billing and POS? +

Yes. Yepsta supports GST-ready invoices, POS billing, estimates, credit notes, payments and product-aware sales workflows.

Can I manage customers, packages, memberships and rewards? +

Yes. Yepsta helps teams manage customer profiles, visit history, packages, memberships, wallet context and loyalty workflows from the same system.

Can I use Yepsta for both services and products? +

Yes. Yepsta supports service catalogs, product catalogs, inventory, storefront orders and combined service-plus-product billing.

Can Yepsta support multiple locations? +

Yes. Yepsta supports location-aware staff, appointments, inventory, billing and reports. Choose a plan based on the number of business locations you need to operate.

Ready when you are

Launch your digital front office and operating system together.

Get started or book a demo to see how Yepsta fits your exact service business workflow.