Transfer multiple sessions from one staff to another

Feature Description

This Yoplanning.pro feature allows you to mass transfer sessions from one team member (staff) to another. It is convenient for quickly reassigning sessions without changing each assignment individually, which is particularly useful in the event of unforeseen absences or schedule changes.

Steps to Use the Feature

1. Access the Sessions List:

   • In the left menu of Yoplanning.pro, click on 'Sessions'.

2. Apply Necessary Filters:

   • At the top of the page, use the filters to select the staff whose sessions you want to transfer.

   • Filter, if necessary, the period of sessions to transfer.

3. Select Sessions:

   • Verify that the sessions displayed match the ones you want to transfer.

   • Click the 'Check all' button to select all displayed sessions.

4. Initiate Modification:

   • Click on the 'Edit' button located at the top of the page.

5. Choose Edit Action:

   • From the list of possible actions, select 'Change assigned staff'.

6. Assign Sessions to a New Staff:

   • Choose the destination staff from the drop-down list.

   • Click on 'Save' to validate the transfer of sessions.

User Tips and Best Practices

• Availability Check: Before transferring sessions, make sure that the destination staff is available for the entire period concerned.

• Management of Scheduling Conflicts: If the destination staff is not available for certain sessions, these will not be transferred and will remain assigned to the initial staff.

Common Errors and Resolution

• Sessions Not Transferred: If some sessions are not transferred, this may indicate an availability conflict. Check the schedule of the destination staff and adjust if necessary.

• Incorrect Filters: Make sure the applied filters match exactly the sessions you want to transfer to avoid selection errors.

By following these steps and tips, you can effectively manage schedule changes in Yoplanning.pro, ensuring a smooth transition of responsibilities between team members.