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

Introduction

When using the Yoplanning booking module, it's essential to understand how customer information is managed. Some users notice duplicate first and last names or missing phone numbers in attendee records. These situations are related to the distinction between attendees and the referring customer. Here's a detailed explanation and solutions to optimize the display of this information.

Explanation of customer information collected

1. Difference between "participant" and "referring client"

• Participant Information: Each participant in an activity provides their first and last name, as well as the personalized fields defined in the product sheet.

• Referring Customer Information: The person who made the purchase (the referring customer) must provide their contact information to validate the order. They can be themselves a participant or just the buyer.

2. Why does a name appear twice?

If Guillaume Durand purchases a service and participates, his name will appear twice in the database:

• Once as a participant.

• Once as a referring customer.

Solution: To avoid confusion, filter your searches in the customer file using the referring customer criterion. This allows you to identify real buyers without displaying multiple participants.

Managing participants' contacts and phone absences

Why is the phone or email not displayed in the participants?

• By default, contact details (phone and email) are associated with the referring client, not with the participants.

• If a participant has not provided their telephone number, all communications (calls and emails) will be directed to the referring customer.

• This ensures that you can still contact the buyer, even if participants do not leave their contact information.

Tip: From the session, click on the order icon to open the reservation details. Then, by clicking on the referrer's name, you will access their phone number and email.

Conclusion

Yoplanning's booking module distinguishes between participants and the referring customer, which can lead to duplicate names and mask certain contact details. By filtering by referring customer and accessing information via the order, you can better manage this data and optimize your communication with your customers.