Understanding the visibility of information in the reservation module

Question: I see things in my booking module that I don't want customers to see. For example, non-public prices (price variation) or even the selection of payment methods at the end of the sales funnel. How can I hide them?

Answer: The Yoplanning reservation module has two display modes:

  • Connected mode: This mode is active when you are connected to Yoplanning on the browser you are using. It allows you to view all information relating to your reservations, including non-public rates and available payment options.

  • Disconnected mode: This mode is active when you are not connected to Yoplanning on the browser you are using. It corresponds to the view that your customers have when they access your reservation module.

To hide information from customers:

  1. Log out of Yoplanning on the browser you are using.

  2. Open your reservation module in a new tab or window.

  3. Check the information that appears. If you see items that you don't want customers to see, move on to the next step.

  4. Change settings in Yoplanning to hide special pricing information in your products (public/private switch).

Depending on your Yoplanning configuration, options for hiding sensitive information may include:

  • Hide non-public rates: You can choose not to display non-public rates to non-connected customers.

  • Limit payment options: You can choose to only offer certain payment methods to customers.

  • Hide billing information: You can choose not to show detailed billing information to customers.

Additional Tips:

  • Use an incognito or private browser to test the visibility of information in your reservation module. This allows you to ensure that you are in offline mode and seeing the same thing as your customers.

  • Test your booking module on different devices (laptops, tablets, smartphones) to ensure that sensitive information is hidden correctly on all device types.

  • If you have any questions or doubts, do not hesitate to contact Yoplanning customer support for assistance.

By following these instructions, you can ensure that customers only see the information you want them to see in your Yoplanning booking module.

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