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.

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