Setting up Assurmix cancellation insurance

Feature Description

You have taken out a contract with Assurmix cancellation insurance. This guide explains how to implement it in Yoplanning.

Prerequisite: Make sure that the Assurmix module has been activated by Yoplanning support before proceeding.

Steps to Use the Feature

1. Go to Hardware Section

   • Log in to your Yoplanning.pro account.

   • In the left menu, go to Administration > Resources.

2. Create Material for Insurance

   • Click on Add Resource.

   • Fill in the basic information:

     • Name: Assurmix Cancellation Insurance.

     • Description: Insurance for reservation cancellation.

     • Price: Set the insurance rate as a percentage of the total benefit amount.

3. Tag and Template Configuration

   • Under Tags, select the tag of type Assurmix.

   • In the Model field that appears under the tag, enter the reference provided by the Assurmix technical service.

4. Save Material

   • Click Save to save the new resource item.

Tips for Use and Best Practices

• Price Selection: Set a percentage of the total price of the service, for example 3%.

• Transparent Communication: Inform your customers about the terms and conditions of the cancellation insurance at the time of booking.

Common Mistakes and Solutions

• Problem: Difficulty Integrating Insurance

  • Solution: Check that the Assurmix model reference is correct and contact Yoplanning support if necessary.

• Problem: Incorrect Fare Calculation

  • Solution: Make sure the percentage or fixed amount is configured correctly in the hardware.