Creating a session on Yoplanning
Creating a session on Yoplanning is a crucial step in marketing your services. A session concretely represents the service offering that you offer to your customers. Without a session, it is impossible to sell anything on the platform. This guide will provide you with the steps to follow to effectively create a session in your schedule.
What is a session for?
A session is the central element of your service provision on Yoplanning. It allows you to define the offer you offer to your customers, including dates, times, number of participants, price, and assigned staff. The session is based on a predefined product, the parameters of which it uses while offering you the possibility of adjusting them according to your specific needs.
How to create a session?
Access the schedule: On your dashboard, go to the “Planning” section. Click on the desired date and time to start your session. A confirmation pop-up will be displayed to validate the selected schedule.
Configure the session: Once the schedule is confirmed, the session configuration window will open. You will first need to select the product to use for the session. This product determines the basic data of your session, including pre-established options and prices.
Customize the session: After selecting the product, you will have the possibility to modify various elements of the session, such as the number of people accepted, the price, the assigned staff, and the options. This step allows you to fully customize your session according to your needs.
Tips for use and best practices
Product preparation: Make sure the product selected for your session is correctly configured with all necessary settings (options, pricing, etc.). This will make creating sessions much easier.
Personalization: Take advantage of the flexibility offered by Yoplanning to adjust each session to your specific requirements. Personalization can be a major asset in attracting and satisfying a varied clientele.
Repeats: For regular sessions, consider using the repeat feature. This allows you to automatically schedule sessions over a period of time, saving time and effort. Click here to see the dedicated article.
Resolving common issues
Product selection: If you have difficulty selecting a product for your session, verify that the product is correctly created and configured in the "Products" section of Yoplanning.
Changing settings: If there is a problem customizing your session, make sure you have the necessary rights to make these changes. If the problem persists, contact Yoplanning support.
By following these steps and tips, you will be able to effectively create sessions on Yoplanning, thus allowing optimal management of your service offers. Don't forget to check out the article on rehearsals to automate the creation of regular sessions, giving you more ease and efficiency in managing your schedule.
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