Gift voucher & Prepaid package
What is the “Gift Voucher & Prepaid Plan” feature?
Gift certificates and prepaid packages allow your clients to purchase credits in advance, which can be used towards future activity bookings. These options are ideal for gifts or for clients who want to book sessions frequently.
How to create a Gift Certificate or Prepaid Plan?
Detailed steps:
Login: Log in to Yoplanning.pro.
Accessing the Products section: In the left menu, go to Organization then select Products to access the list.
Creation menu: Click on the menu symbolized by three dots at the top right.
Create a prepaid plan: Select the Create a prepaid plan option.
Entering information: Complete the required fields. The information to be filled in is similar to that of a standard product, but with fewer details to provide.
Unit Price: In the "Gift Voucher" section, indicate the unit price that will correspond to the value of each prepaid unit. Click on Add Voucher to set the visible name and price of the package.
Associating a promo code (New): You can now apply a specific promo code to a prepaid plan, offering a preferential rate to customers purchasing multiple units online.
Important: The promo code must be previously created in the Promo Codes section of the Administration.
How prepaid plans work
The price set in the "Gift Voucher" section is applied per unit. For example, a prepaid package of 10 units at €20 per unit gives a credit of €200. This credit can then be used for activities bookable on the schedule, without time limit.
Prepaid plans work like standard products, but are not associated with a specific activity on the schedule.
Customer Use
Customers can apply their package when booking an activity on the online booking module. If a promo code is associated, the discount will automatically apply to the customer when using their prepaid package. Note that the customer can use the prepaid package on all of your products without restriction, but there will only be discounts on the scope of the promo code that you have defined. See article Using the prepaid package code\
Usage tips and best practices
Clear Description: Explicitly state the value and benefits of the prepaid plan in its description.
Promo Code Management: Use promo codes to encourage bulk purchases, applying attractive discounts for regular customers.
Regularly updated: Monitor sales performance and adjust your promotional offers as needed.
Common Problems and Solutions
Problem: The customer cannot use their prepaid credit Solution: Make sure that the credit is correctly registered on the customer account. Also check that the customer follows the correct booking steps. If the problem persists, contact Yoplanning support.
Problem: The package amount is not clear to the customer Solution: Communicate transparently on the pricing structure (per unit) and add concrete examples.
Issue: Promo code does not apply automatically when using the prepaid plan Solution: Make sure the promo code was associated with the plan when it was created. Also, make sure the code is active and has not expired.
By following these steps, you will be able to effectively configure gift certificates and prepaid packages in Yoplanning, with or without a promo code, to optimize loyalty and advance sales.
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