Registration Entry and Registration Modification in Yoplanning.pro

Introduction

The “Registration Entry and Registration Modification” functionality of Yoplanning.pro allows flexible and adaptive entry in the application schedule. It is specially designed for users with the necessary rights to manage registrations. This functionality allows overbooking, management of various resources or sessions and offers the possibility of handling special cases.

If you prefer a more secure entry method, please use the procedure through the reservation module.

Steps to use Registration and Registration Modification entry

Here's how to use this feature step by step:

1. Identify where create the session to which you wish to register your clients. If you have many sessions, it is recommended to perform a direct search in the list of sessions. Use the filters to find your session and click on the "view" button once identified.

   1. To create an on-demand session, position yourself on the correct date in the schedule and click on the time in front of the chosen staff.

2. Manage session reservations. After finding your session and opening it, click the "Manage reservations" button.

3. Add a participant. In the page that has just opened, click on the "Add a participant" button at the top right. You can search among existing participants in your file or create a new participant. Only the first and last name are required.

4. Modify the quantity in the registration. Once you have validated the addition of the participant, you can modify the quantity by clicking on the "Modify quantity" button.

5. Add other resources to the registration. You can add equipment or insurance to the registration by checking the appropriate line and then clicking "Add equipment". By default, the schedule shows you the equipment defined in the product, but you can add any other equipment by searching the open page.

6. Charge for registrations. When you have completed the registrations, check the lines you want to charge and click the "Sell" button at the bottom of the page. Check that everything is correct in the order, adjust the prices if necessary and save. Note that the equipment is automatically invoiced at the same time as the services.

Tips for use and best practices

• Use search filters to quickly find your sessions.

• Make sure you have the correct permissions to make the necessary changes.

• Always verify participant information before confirming registration.

• Don't forget to save your changes regularly.

Common problems and their resolution

Problem: The option to add hardware is not visible. Solution: Make sure you have checked the relevant entry line before attempting to add material.

Problem: Unable to charge for a registration. Solution: Verify that you have checked the line for the registration you wish to invoice and that all required fields are completed.

In case of persistent problems, do not hesitate to contact the Yoplanning.pro support team for further assistance.