Move a Session in Yoplanning.pro

Steps to move a session

  1. Fast movement with mouse

    • Select the desired session directly on the schedule.

    • Hold the click and move the session to the new desired time.

    • Drop the session at the chosen location.

    • Check the schedule and confirm the trip by validating the modification.

  2. Modification via edit mode

    • Click on the relevant session.

    • Click the pencil icon to edit the session.

    • In edit mode, change the date and time in the times section.

    • Make sure the new schedule is available in the schedule of the staff concerned.

    • Save the changes.

Usage tips and best practices

  • Before moving a session, always check the availability of staff and necessary resources to avoid scheduling conflicts.

  • When traveling, take into account any customer reservations related to this session to avoid inconvenience.

  • Use the schedule overview to quickly identify available slots. For more information about viewing the schedule, please refer to this article.

Common Problems and Solutions

  • Issue: Schedule Conflict Solution: If the new schedule conflicts with another event, find another slot or adjust other events to make room.

  • Problem: Change not saved Solution: Make sure you save your changes correctly. If in doubt, refresh the page to verify that the change has been taken into account.

  • Issue: Staff or resource unavailability Solution: Check the staff schedule and resource availability before planning to move the session.

This guide aims to facilitate the use of the session move functionality in Yoplanning.pro, by providing a clear understanding and simple steps to follow.

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