Ensuring the proper functioning of assignments

One of the keys to a successful department is ensuring that each activity is correctly assigned to a staff member. Forgetting to assign an activity to a member of your team can lead to inconvenience and confusion. Fortunately, Yoplanning.pro offers a simple solution to avoid this kind of problem. Here's how to do it:

1. In the left menu, click "Session".

2. In the session list, use the date filter at the top to view, for example, all activities planned for tomorrow.

3. Under the “Staff” filter, click “Unassigned”.

This will show you all the sessions that have not yet been assigned to a member of your team.

It is important to then check if a client is registered in each unassigned session. On each session's row, you will see an indicator (an orange zero) if the session is empty. If the session is not empty, this means that one or more clients are registered in it. In this case, you will need to assign the session to a staff member to ensure smooth and efficient service.

It is important to do this check regularly to avoid forgetting to assign an activity to a staff member. This not only ensures that all activities are properly managed, but also that your customers receive the level of service they expect.

With Yoplanning.pro, managing your business becomes easier and more efficient. By using available tools and following best practices, you can avoid common mistakes and provide high-quality service to your customers.

In this series of articles, we explored how to use Yoplanning.pro for better tracking of orders, payments, and assignments. We hope these tips will help you get the most out of Yoplanning.pro and succeed in your business.