Gift Voucher & Prepaid Package
What is the “Gift Certificate & Prepaid Plan” feature?
Gift vouchers and prepaid packages are essentially credits that your customers can purchase in advance. These credits can then be used to book future activities. They are perfect for gifting or for customers who want to book regularly.
How to create a Gift Certificate or Prepaid Plan?
Step by step:
a. Log in to Yoplanning.pro.
b. Navigate to the left menu and click on Organization.
c. Then select Products to access the product list.
d. Locate the menu symbolized by three small dots at the top right and click on it.
e. Select Create Prepaid Plan.
f. Complete the requested information. The creation is similar to that of a classic product, but with fewer fields to fill in.
g. Make sure to enter the unit price in the "gift voucher" section. This price will determine the value of each prepaid unit. In the "Gift Voucher" section, click on the "Add a voucher" button and enter the public name of your plan and the price. \
How do prepaid plans work?
The price you set is a unit price. For example, if a prepaid plan costs €20, this is the minimum unit. Customers can decide to buy multiple units. If a customer buys three units of a €20 prepaid plan, they will have €60 in credit to use for future activities.
Prepaid plans behave like standard products except that they are not time-limited and are not specifically allocated to an activity on the schedule.
Common Problems and Solutions:
Problem: The customer is unable to use their prepaid credit. Solution: Check that the credit is correctly registered on the customer's account. If everything seems in order, make sure that the customer is using the system correctly. If the problem persists, contact Yoplanning support.
Problem: The amount of prepaid plans is not clearly stated or understood by the customer. Solution: Make sure to use clear language when describing products and include examples to make it easier to understand.
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