Optimize the addition of your resources with Yoplanning.pro

Introduction

Proper resource management is essential to ensuring a smooth and efficient experience for your customers. With Yoplanning.pro, you can easily add resources to an activity, whether to assign essential materials to a participant or to sell additional items via an order.

But which method should you choose? The distinction between these two approaches is crucial for optimizing your organization and billing. Discover the two ways to add a resource below and choose the one that best suits your situation.

Add a resource to a participant

When a resource is essential to the smooth running of an activity, it must be directly linked to the participant. For example, for a canoeing session, each participant must have a canoe.

With this feature you can

• Ensure that each participant has the required equipment.

• Manage equipment smoothly and efficiently.

Add a resource to an order

If the resource is not directly related to the activity, but is an additional product intended for sale (e.g., t-shirts, souvenirs, drinks), then it is best to add it directly to the order.

With this option you can

• Offer additional sales without impacting business.

• Manage payments independently.

• Provide a better customer experience by facilitating additional purchases.

Noticed :

Adding a resource to a participant and adding it to an order appear differently in your order:

• The resource linked to a participant is directly associated with the activity concerned in the part where there is registration for the activity.

• The resource added to an order is displayed in the Sales section of the order.

Conclusion

Whether you want to manage essential equipment or offer additional sales, Yoplanning.pro offers the tools you need for efficient management. By mastering these two approaches, you guarantee better organization, optimized invoicing, and an improved customer experience.