Move a Participant from One Session to Another in Yoplanning.pro

What is this feature for?

Moving a participant from one session to another in Yoplanning.pro makes it easy to transfer a participant from one planned activity to another. This feature is particularly useful for adjusting registrations based on client needs and session availability.

Steps to use this feature

1. Access to the Feature:

   • Select the relevant session.

   • Click on the “Manage Reservations” button.

2. Selection of Participant to Move:

   • In the list of participants, check the box corresponding to the person you want to move.

   • Upon selection, action buttons will appear.

3. 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.

Tips for use and best practices

• Session Compatibility: Favor moving participants into sessions with a format similar to the original session to ensure continuity of the participant's experience.

• Price Management: Be careful, because price changes are not automatic when a participant travels. Be sure to make the necessary adjustments manually if necessary.

Common Errors or Problems

• Moving into an Incompatible Session: Be careful not to move participants into sessions that differ significantly from the original, as this could cause tracking and pricing complications.

• Forgot to Update Prices: Remember to check and adjust the price 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.