Add a session to an order on Yoplanning.pro

Introduction

The “Add a session to an order” functionality on Yoplanning.pro allows users to subsequently integrate services into an existing order. Whether for a last minute reservation, a change in customer request or simply a necessary update, this functionality offers optimal flexibility in managing your orders.

Steps to add a session to an order

Access to functionality

1. Log in to your account on Yoplanning.pro.

2. Have at least the name and/or email of the customer in which you want. Add a service

Method 1: Add a session via the reservation module basket at the counter

1. Find the session you want to add a registration to. To do this, use the search function, the session list or browse your schedule.

2. Click on the “view” button or on the session in the schedule.

3. Click on the “Add to cart” button for the chosen session. Please note, the button only exists if the session is in the future.

4. At checkout, look for the customer's name in the dedicated field.

5. Yoplanning will then offer you the current orders associated with this customer. Select the command you want to add the session to.

Method 2: Merge two orders

1. Create two independent registrations.

2. Go to the list of orders. Use the filter, if necessary, to find the two orders you want to merge (for example, you can filter by customer name).

3. Select the two orders you want to merge.

4. Click on the “Merge” button that just appeared.

Tips and best practices

• Before adding a session to an order, make sure you are on the correct client, watch out for homonyms. For this reason, it is often better to use email for research.

• Take the time to verify that you are adding the session to the correct command to avoid any confusion later. The customer may have several.

Common problems and their solutions

Problem: You cannot find the order you want to modify.

Solution: Use the search function and filters to help find the order. If you still can't find it, check that the order hasn't already been finalized or canceled.

Problem: The merge option does not appear after selecting two commands.

Solution: Make sure both orders belong to the same customer. If not, the merge option will not be available.

By following these steps, you should be able to add a session to an order on Yoplanning.pro efficiently and hassle-free. Please do not hesitate to contact us if you have any further questions or encounter any further issues.