Registration of a Participant in Yoplanning.pro
Steps to register a participant
Session selection:
Access the schedule and click on the session in which you wish to register a participant.
Alternatively, search for and select the desired session from the list of sessions and click "view".
Reservation management:
Once logged in, click “manage reservations”.
On this new page, perform a search to find existing participants in your customer file.
If you do not have the desired client, click on "add participant".
Entering participant information:
Fill in the customer information. Note that in manual mode, only the first and last name are essential, even if other fields are defined as mandatory in the application.
Validate the information entered.
Adjustments and options:
Use the "quantity" button to adjust the quantity if necessary. (If you do not need to have the first name of each participant)
When you check the box next to the participant's name, additional options appear allowing you to change the quantity or add options, such as materials.
Finalization of registration:
Once the participant is added, the number of places available for the session will be automatically updated in the online sale.
Click the “sell” button at the bottom of the page. This will generate a command based on your input.
You have the option to add a different name for the order and invoice header, for example a parent's name if you are registering a child. This will make it easier to communicate with the right information in the future.
For more details on payment management and order changes, please see the order management articles.
Tips for use and best practices:
Always use the reservation button for new registrations when possible. The manual method must be used for reservations that fall outside the intended scope and which therefore cannot be made from the reservation module.
Be sure to fill out as much information about the participant as possible, even if some fields are not required. This will facilitate future management.
Don't forget that in this entry framework you are responsible for the information entered and free to put what you want therefore possibly making mistakes.
Common errors and their resolution:
Customer not found during search: Make sure you have spelled the customer's name correctly. If the client does not exist, use the "add participant" option.
Places not updated: Make sure you have entered the number of participants correctly.
We hope this guide helps you navigate the “Register an Attendee” feature effectively. For any additional questions, please feel free to check out our support or other related articles.
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