Determining the main customer of an order
Introduction
As part of order management on Yoplanning.pro, it is important to distinguish the referring customer from the participant. Indeed, the participant of an order is not always the same person as the one who buys or makes the reservation. Yoplanning automatically determines whether the customer is a participant or a reference customer by detecting whether the customer is designated as responsible for an order or has made a payment transaction. The others are simple participants.
How to manually set the primary customer?
Access the order: In your Yoplanning.pro interface, navigate to the order you want to modify. You can do this using the search function or by browsing your order list.
Open the editing menu: Once you have found and selected the command, locate the menu symbolized by three small dots. Click on it to open the drop-down menu.
Select "Edit": From the drop-down menu, choose the "Edit" option. This will open the order edit page.
Identify the referring customer field: At the top of the edit page, you will see a field designated for the referring customer. This is where you will define who is the primary customer of the order.
Select or create the referring customer: In this field, you can either select an existing customer in your database or create a new one. If you are creating a new customer, make sure to fill in all the necessary information, like name, email address, phone number, etc.
Save your changes: Once you have selected or created the referring customer, don't forget to save your changes. You can usually do this by clicking a "Save" or "Validate" button at the bottom of the page.
It is important for you, and for your customer file, to correctly complete these operations. For example, if you make a reservation for little FELIX, three years into an activity, FELIX is the participant. But in the future, if you want to email your customers, you'll probably prefer to write to their mom or dad. To do this, you will need to enter the customer file of one of the others in the referring customer of the order.
Automation of the operation
If you make the reservation with the reservation module, also for your customers, book alone online on our reservation module. This entire operation is automatic.
Conclusion
Order management on Yoplanning.pro offers great flexibility in determining the main customer of an order. Whether manually or automatically, you have the opportunity to properly organize your customer file and optimize your communication operations.
Last updated