Why is the first and last name duplicated and I don't have the phone number in the participants?

Explanation of customer information collected via the reservation module

When using Yoplanning's booking module, it is crucial to understand how customer information is collected and organized. Here is a clear explanation to answer the question about duplicate first and last names and the absence of telephone numbers among participants.

Details of each participant and referring client

1. Participant information: When registering for an activity, each participant must provide at least their first and last name, as well as all other fields defined in the product sheet. This information is specific to the person who will participate in the activity.

2. Referring customer information: To validate the order, Yoplanning requests information from the person making the purchase, called the “referring customer”. This referring customer may be different from the registered participants.

   • Example: If Guillaume Durand is both a participant and the referring customer (i.e. the one who purchases the service), his name will appear twice in your customer file if no sorting is carried out . To avoid this confusion, it is recommended to filter searches in the customer file using the “referring customer” criterion.

Contact management

1. Absence of telephone or email in participants: When a participant has not provided a telephone number or email, all communications (phone calls and emails) will be directed to the contact details of the referring customer. This ensures that you can always contact the person responsible for the order.

Tips for use and best practices

• Filtering by referring customer: For searches for marketing or administrative purposes, it is preferable to always filter the results by "referring customer" in order to reduce duplicates and have a clear view of real buyers.

Tip:

From the session, if you click on the order icon, this opens the order and by clicking on the name of the referent, you will have the telephone number and the email.