Manage the list of sessions and participants Yoplanning.pro

Introduction

The functionality of the "sessions" and "participants" sections of Yoplanning.pro is an essential tool for event organizers. It also allows you to quickly identify sessions sold online and distinguish them from traditional sessions. Thanks to these lists, you have a clear and detailed vision of your activities, allowing you to optimize your management and improve the customer experience.

What is the participant list for?

The Participant List is a central tool for:

• Track registrations in real time and see who is attending which session.

• Check participant information (contact details, payment status, options subscribed, etc.).

• Manage cancellations and modifications by assigning a participant to another session if necessary.

• Facilitate communication with subscribers by sending individual or group messages.

• Ensure better organization by anticipating the number of people present at each session.

How to use the session and participant list?

1. Access to the feature: On your Yoplanning.pro dashboard, navigate to the left menu and click on "Sessions". This action will redirect you to the page containing your different lists.

2. Session Filtering: On this new page, you have the option to filter your sessions based on date. To do this, simply enter the start date in the field provided. The end date is not necessary, unless you want to perform a specific search.

3. Viewing Potential Sessions: To view your potential sessions, click on "More Filters" and select "Potential Session". Potential sessions appear with a hatched outline to distinguish them from regular sessions.

4. Navigation between lists: At the top of the page, you will find three tabs to navigate between the different lists: "List of Participants", "List of Sessions", "List of Resources" and "Rehearsals". Simply click on the corresponding tab to access the list you wish to consult.

Usage tips and best practices

• Make regular use of the filters whenever you want to search for an activity, staff or participant.

• Double-check your potential sessions and their status, for example to verify that your settings are correct.

• Use the "Equipment List" to keep track of all the equipment needed for your sessions, this will avoid any equipment oversights or conflicts.

Common Problems and Solutions

• Problem: Difficulty identifying potential sessions : Solution: Make sure you have correctly filtered your sessions and enabled the visualization of potential sessions. They should appear hatched on your list.

• Issue: Session Availability Solution: If you are experiencing issues with session availability, please check the number of participants listed in the "Participant List". If the number is too high, consider creating additional sessions to accommodate all participants.

• Issues: Session Assignment Solution: If you have any assignment issues, check the "Session List" to confirm if a session is correctly assigned. If necessary, reassign the session using the available options.

By using the "sessions" and "participants" lists, you will have all the necessary information at your fingertips to efficiently manage your sessions and participants. If you encounter persistent problems, do not hesitate to contact the Yoplanning.pro support team for assistance.