Entry at the Counter via the Yoplanning.pro Reservation Module
Introduction
The Counter Entry functionality via the Yoplanning.pro Reservation Module is mainly used to manage all standard reservations at the counter. It is an effective and intuitive tool that does not require any special training. Simply identify yourself on the schedule to access an interface that allows you to make reservations without using a means of payment at the end of the process.
Access the Counter Entry functionality
To access the Counter Entry feature, follow these steps:
Log in to your Yoplanning.pro account.
Select a team from the left menu.
Click the “+ Book” button to begin the reservation process.
Alternatively, you can find the session that suits you, click on it, then click the "Add to Cart" button. This will take you directly to the products you want to sell.
The reservation module will open in a new tab in your browser.
Use the Counter Entry feature
Here's how to use the Counter Entry feature:
At the top of the window, use the search fields and date selection to filter the activities available for a specific date period.
Then select the activity that interests you from the list on the left, which displays all availability in chronological order. You can filter again by date if necessary.
Follow the process until the last step of checkout.
If you are logged in, use the search box to find a customer already in your database. You can register the order with or without payment and with or without sending an email to the customer. You also have the option to send them a payment link.
Tips for use and best practices
Try to always be logged in when using the reservation module to access all features.
Make sure you know the availability and schedule of activities to be able to respond quickly to customer requests.
Using the filter function can help you quickly find available activities according to your needs.
Common Errors and How to Fix Them
Access error: If you are having access problems, make sure you are logged in to your Yoplanning account. If the problem persists, try logging out and back in again.
Filtering Issues: If the filter is not working correctly, check that you entered the information correctly. For the date, make sure you have selected a correct format.
Customer Connection Issues: If you cannot find a customer in the database, verify that you entered the customer information correctly. If the customer is new, you will need to create a new customer profile.
Email Sending Issues: If the email is not sent, make sure the customer's email address is correct. If the problem persists, there may be a problem with the mail server.
Finally, please note that the reservation module is accessible to all team users. However, the options available in checkout may vary depending on the user's rights. For example, a user with minimum rights will only be able to send a payment link to the customer.
If you want to manage special cases and make a reservation manually in the schedule, refer to the following article: Registration Entry and Registration Modification
With this information, you should be able to effectively use the Counter Entry functionality via the Yoplanning.pro Reservation Module. Happy planning!
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