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
Go to Hardware Section
Log in to your Yoplanning.pro account.
In the left menu, go to
Administration > Resources
.
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.
Tag and Template Configuration
Under
Tags
, select the tag of typeAssurmix
.In the
Model
field that appears under the tag, enter the reference provided by the Assurmix technical service.
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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