Potential planning
Definition
Potential planning is an advanced functionality of Yoplanning which allows you to create and manage potentially salable sessions at defined times and prices, by indicating the staff members likely to supervise each activity. This feature uses algorithms to calculate session availability in real time based on staff availability, making certain activities unsellable online if the necessary staff is no longer available. This optimizes resource utilization and facilitates activity management, ensuring that each open activity is automatically assigned to available staff, thereby improving operational efficiency.
Example
To illustrate the use of the Potential planning, let's imagine that you manage a leisure center offering three different activities: Woodland walking, River walking, and fitness walking, each requiring specific supervision. If your team includes a single competent instructor to supervise these three activities, the Yoplanning Potential schedule allows you to schedule these sessions in advance. As soon as an activity is reserved, it is automatically assigned to the available instructor, and the other two become unavailable for online sale, ensuring efficient resource management.
How to put the potential in place:
Product settings:
When you edit a product in Yoplanning, you will find a section called "Potential Staff". It is in this section that you can designate the staff potentially capable of supervising the activity concerned. It is important to keep in mind that the number of sessions of this activity you can potentially sell on the same day and at the same time is directly related to the number of staff members assigned. Therefore, carefully assigning your staff to this section increases flexibility and maximizes sales opportunities, while ensuring effective human resources management.
Appointment in the potential schedule.
The Potential Planning is above all an initial configuration tool, designed for the preliminary definition of sessions but which is not intended to be used daily during the season. To access the Potential Planning, click on the filter button located at the top right of your screen and then select the “Potential Planning” option. It is important to note that if this option appears gray and not selectable, it means that you have not yet assigned any potential staff in your product settings. This step is crucial for the activation and effective use of the Potential schedule.
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