Add a linked resource for a participant on Yoplanning.pro

Introduction

On Yoplanning.pro, you can add resources in two ways: directly to a participant or by linking them to an activity. The difference between these two methods lies in the resource's importance to the activity's progress.

When a resource is linked to an activity, it means that it is essential for the activity to run smoothly. For example, during a canoeing session, it is impossible to participate without access to a canoe. In this case, it is essential to add and link the resource to the activity.

On the other hand, for items that are not essential to the main activity or intended for direct sales, it is not necessary to link them to a specific activity. For example, in a small structure offering surf lessons with a t-shirt shop, the purchase of a t-shirt by a participant has no direct link with participation in the surfing activity. In this case, it is more appropriate to use the Add a resource directly to a participant functionality to manage these sales independently.

Steps to add a linked resource for a participant

1. Access the relevant session

• Go to the "Sessions" menu on the left and search for the desired session using the filters

• Check the relevant session, then click on "View" to access the details.

• Alternatively, you can click directly on the session concerned from your schedule

2. Manage bookings and select the participant

• Once logged in, click on Manage Reservations.

• Check the participant name to whom you wish to assign a resource.

• At the top right, click on "Add a resource".

3. Assign the resource to the activity

• A new window will open allowing you to choose the resource to assign.

• Select the resource essential to the activity

4. Finalize adding the resource

• Click "Add" to confirm the allocation of the resource to the participant.

• Check that the resource has been assigned in your order.

Noticed :

This feature can be used retrospectively, even after the order has already been completed.

Adding a resource linked to an activity and adding a resource added directly to a participant appear differently in your order:

• The linked resource is directly associated with the activity concerned.

• The direct resource appears in the "Sales" section of the order.

Tips for use and best practices

• Advance Planning: Make sure all necessary resources are available before starting the activity. To create and modify the resource list, please refer to this article.

• Using Filters: Use the filters in the session list, in the "Resources" tab to easily search for activities requiring resource verification.

Common Problems and Solutions

• Problem: Resource not displayed when adding Solution: Check that the resource is available in the "resources" section of the "administration" menu; otherwise, you can add a new resource.

• Problem: Unable to add a resource to a participant Solution: Make sure the session is active and the participant is registered for the activity. If the problem persists, contact Yoplanning.pro support.

Conclusion

Linking a resource to an activity on Yoplanning.pro ensures that essential equipment is correctly assigned to each participant, ensuring the smooth running of sessions.

This feature is ideal for activities that require essential resources. For non-essential resources, such as store products, it's best to use the "Add a resource directly to a participant" feature.

By following this process, you optimize the management of your resources, improve the organization of your activities and offer your customers a smooth and professional experience.