Add participants in a session

Introduction

Adding participants to an existing session is a common operation in booking management on Yoplanning.pro. Whether to complete a registration or adjust an existing order, it is essential to follow a precise procedure in order to avoid any errors and ensure smooth management.

This guide takes you step-by-step through how to add participants to a session when the order has already been created.

Context

When an order is already created for a customer and you want to add additional services to it, it is important to follow an appropriate procedure to ensure smooth and error-free management.

Steps to add participants to an existing session

To add participants to an existing session, follow these steps:

1. Go to the order list to identify the customer's initial order. Preferably use the customer's email for a precise search.

2. Once you find the order, click on "View" to open it and view the details.

3. In the open order, locate and click on the Orange button "Add a session". Click on it.

Now create a classic registration

1. Proceed to new participant registration by adding the required information for each new participant.

2. After entering the participants' details, click on "Sell" to add the registrations to the existing order. The system will offer you to add them to the saved order or create a new order.

Tips for use and best practices

• Make sure you have the correct participant information to avoid errors during registration.

• Verify that the session has the required capacity to add new participants.

• Consider creating a new order if the added sessions are not directly related to the original order to maintain clear organization.

Common Problems and Their Solutions

• Issue: The original order does not allow new sessions to be added. Solution: Check if the order has been locked or finalized, which could prevent further changes. Contact technical support if the problem persists.

• Issue: Error adding participants to session. Solution: Ensure that all required information is filled in correctly and that the system is not undergoing maintenance or updates.

By following these steps and tips, you can efficiently manage the addition of participants to sessions in Yoplanning.pro, ensuring smooth management that is tailored to your customers' needs. For any additional assistance, do not hesitate to consult Yoplanning's online support.