Move a participant from one session to another in Yoplanning.pro
What is the use of this feature?
Moving a participant from one session to another in Yoplanning.pro makes it easy to transfer a participant from one scheduled activity to another. This feature is particularly useful for adjusting registrations based on customer needs and session availability.
Steps to use this feature
Access to the Feature:
Select the relevant session.
Click on the “Manage Reservations” button.
Selecting the participant to move:
In the list of participants, check the box corresponding to the person you wish to move.
When selected, action buttons will appear.
Participant Travel:
Click the “Move” button.
A list of available sessions will be displayed.
Filter and select the desired destination session.
Confirm the move. The participant will be transferred from the old session to the new one.
Usage tips and best practices
Session Compatibility: Prioritize moving participants to sessions that have a similar format to the original session to ensure continuity of the participant experience.
Price Management: Be careful, as price changes are not automatic when a participant moves. Be sure to make the necessary adjustments manually if necessary.
Common Problems and Solutions
Issue: Moving into incompatible session Solution: Be careful not to move participants into sessions that differ significantly from the original, as this could lead to tracking and pricing complications.
Problem: Forgotten Rate Update Solution: Remember to check and adjust the rate if the price of the new session differs from the original.
This simplified guide will help you navigate the process of moving participants from one session to another in Yoplanning.pro, maximizing efficiency and minimizing potential errors.
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