Create sessions in your AI schedule with Yoplanning

Introduction

Creating sessions in your AI schedule is an essential feature of Yoplanning, allowing for optimal management of your team's activities and resources. This feature makes it easier to organize sessions based on the products offered, while taking into account your staff's availability. Let's discover how to use this option effectively.

Steps to Create Sessions in AI Schedule

1. Accessing the feature: You'll notice that, unlike the classic schedule, your team names are replaced by the product names. Click on the schedule next to the product for which you want to create sessions.

2. Session Creation: Session creation in AI scheduling is similar to classic scheduling, with a few additional options to consider:

   • Product Selection: The product is pre-selected as soon as you click on the schedule opposite the desired product, so there is no need to select it again.

   • Maximum Generations: This option allows you to limit the number of similar sessions that can be created for a given product, based on the number of staff available. For example, if you have 10 potential staff for a product, but you want to limit it to two similar sessions (same date and time), use this feature.

3. Defining the format and repetitions: After defining the maximum number of sessions, you can specify the session format and its repetitions. Be careful not to create overlapping sessions, otherwise you risk having multiple rows for the same product in your AI schedule.

4. Manage Created Sessions: Created sessions will appear in your main schedule as soon as a client registers. You can view all potential sessions via the session list, enabling more filters to specifically display AI sessions, which will be displayed in gray for easy distinction.

Tips for use and best practices

• Avoid Duplicates: Never create the same session twice in the AI schedule, as this could affect the calculation of the number of times a session is sold based on staff availability.

• Use Maximum Generation Wisely: This feature is particularly useful for efficiently managing the number of similar sessions, especially if you have a large team but want to limit the number of identical sessions.

Solving Common Problems

• Session Overlap:

If you notice overlapping start times in your AI schedule, it's normal to see multiple rows displayed for the same product. This is part of the scheduling process to ensure all options are visible. However, it's crucial to be careful not to overcomplicate the starting offer in terms of times. An overly complex offer can be confusing for the customer and make the session selection process more difficult. Therefore, it's recommended to maintain simplicity and clarity in session scheduling to facilitate the user experience.

By following these steps and tips, you will optimize the creation of sessions in your AI schedule, thus improving the management of your activities and resources.