Add participants to a session

What is this feature for?

This feature allows you to add a new registration to a session already scheduled in an existing order. This is useful for completing a customer's order without creating a new one, allowing you to group services in one place.

Steps to add participants to a session in an existing order

1. From the dashboard, access any available session.

2. Click on Register a participant as for a classic order creation.

3. Fill in the participant's information.

4. Click on the Sell button.

5. At the top of the screen, select the referring customer.

6. Below, click on the list "add to an existing order" the last 5 orders less than 60 days old will be displayed.

7. Select the order in which you want to add this inscription.

8. Complete the sale, the registration is added to the chosen order.

Usage tips and best practices

• Check that the referring customer is selected before searching for the order to associate.

• Only orders less than 60 days old are displayed in the list. For older orders, you must create a new order.

• Use this method to group all services for the same customer into a single order, making management and invoicing easier.

Common errors or problems

Problem: The desired command is not displayed

Solution: Make sure the order was created within the last 60 days. Otherwise, it will not be listed.

Problem: The referring customer does not appear or is not recognized

Solution: Check the information entered for the customer. Make sure the email address and name are correct.

Demonstration video