Add participants in a session

Context

When an order already exists for a customer and you want to add services to it, here is the procedure to follow.

Store the command to modify.

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

1. Navigate to the Order List to identify the customer's initial order. Preferably use the customer's email for a precise search.

2. Once the order is found, click "View" to open it and view the details.

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

Now create a classic registration

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

2. After entering participant details, click "Sell" to add the registrations to the existing order. The system will suggest adding them to the stored order or creating 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 capacity required 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

Problem: The original command 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.

Problem: Error adding session participants.

• Solution: Make sure that all required information is correctly completed and that the system is not undergoing maintenance or updating.

By following these steps and tips, you can effectively manage the addition of participants to sessions in Yoplanning.pro, ensuring smooth management tailored to the needs of your clients. For any further assistance, do not hesitate to consult Yoplanning online support.