Create sessions in your Potential schedule with Yoplanning
Introduction
Creating sessions in your Potential planning is an essential functionality of Yoplanning, allowing 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 the availability of your staff. Let's find out how to use this option effectively.
Steps to create sessions in the Potential schedule
Access to the feature: You will notice that, unlike classic planning, the names of your team are replaced by the names of the products. Click on the schedule next to the product for which you want to create sessions.
Session creation: Session creation in the Potential schedule is similar to that of the classic schedule, with a few additional options to consider:
Product choice: The product is pre-selected as soon as you click on the schedule opposite the desired product, so there is no need to choose it again.
Maximum Number of 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 function.
Defining the format and repetitions: After defining the maximum number of sessions, you can specify the format of the session and its repetitions. Be careful not to create overlapping sessions, otherwise you risk having several lines for the same product in your Potential planning.
Management of created sessions: The 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 view Potential sessions, which will be displayed in gray to easily distinguish them.
Tips for use and best practices
Avoid duplicates: Never create the same session twice in the Potential schedule, as this could affect the calculation of the number of times a session is sold based on staff availability.
Use the maximum Generation number 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.
Resolving common issues
Overlapping sessions:
If you notice that departure times overlap in your Potential schedule, it is normal to see several lines displayed for the same product. This is part of the planning process to ensure all options are visible. However, it is crucial to be careful not to overcomplicate the initial offer in terms of schedules. An offer that is too complex can be confusing for the client and make the session selection process more difficult. It is therefore recommended to maintain a certain simplicity and clarity in planning sessions to facilitate the user experience.
By following these steps and tips, you will optimize the creation of sessions in your Potential schedule, thus improving the management of your activities and resources.
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