Make entries at the counter with the reservation module

Introduction

The Counter Entry feature via the Yoplanning.pro Reservation Module allows you to easily manage all standard reservations made at the counter. This intuitive and efficient tool does not require any special training. A simple connection to your account is enough to access a user-friendly interface and make reservations without requiring an immediate means of payment.

Access the Counter Entry feature

Follow these steps to access the feature:

1. Log in to your Yoplanning.pro account.

2. Select your team from the left menu.

3. Click on the "Book" button to start a new reservation. The reservation module will automatically open in a new tab of your browser.

Tip: If you already know the session you want to manage:

• Find it directly in the schedule, click on it, then select "Add to cart".

• You will be redirected to the booking module with the associated products.

Using the Counter Entry feature

Once in the booking module:

1. Search for activities

   • At the top of the window, use the search or date selection fields to filter the activities available over a defined period.

   • Choose an activity to view all availabilities in chronological order.

2. Selection of activities

   • Select the desired activity and follow the process until the last step of order validation.

3. Sending email or payment link to the customer

   • You can save the order with or without immediate payment and choose whether or not to send an email to the customer.

   • You also have the option to send a payment link for a later payment.

Usage tips and best practices

1. Recommended login: Stay logged in to your account to benefit from all the features of the reservation module.

2. Schedule Mastery: Familiarize yourself with activity availability and schedules to respond quickly to customer requests.

3. Using Filters: Use the filter function to quickly find activities that match specific needs.

Common mistakes and how to fix them

1. Access error

   • Check that you are properly logged into your Yoplanning account.

   • If the problem persists, try logging out and then logging back in again.

2. Filtering Issues

   • Make sure you have entered the search criteria correctly, including the date format.

3. Problems sending emails

   • Check that the customer's email address is valid. If the problem persists, it may be due to the mail server.

Important Points

• The booking module is accessible to all team members. However, the options available at the time of order validation vary depending on user rights. For example, a user with limited rights will only be able to send a payment link.

• For special cases requiring a manual reservation directly in the schedule, see the following article: Registration Entry and Registration Modification

With this information, you are now ready to effectively use the Counter Entry feature via the Yoplanning.pro Reservation Module.

Happy planning!