Customization of the Customer Sheet (Participant)

What is this feature for?

The customer file personalization functionality allows you to add personalized fields to customer files. This is particularly useful for requesting additional information when selling online or over the counter. You can add various types of fields such as text, course, long text, numeric, or list of choices.

How to use this feature?

1. Access to the Customer File Configuration:

   • In the left menu of the Yoplanning.pro application, go to Administration.

   • Select Configuration.

   • Click on Customer Profile.

2. Added New Fields:

   • Click Add to insert a new field in the customer file.

   • Assign an Internal Name to the field (this name is not visible to clients).

   • Enter a Name with Translations, which will be visible on your reservation module.

   • Choose the desired Field Type (text, course, etc.).

   • Click Save.

3. Activation of Fields in Products:

   • Open the relevant Product Sheet.

   • In the Participant section, determine whether the field is Not Displayed, Optional or Required.

Note: You can also request participant information a second time after ordering using the link received by email. See dedicated article by clicking here

Tips for Use and Best Practices

• Field Selectivity: Do not add all fields to all products. Evaluate whether the information is relevant to the specific product.

• Clarity of Field Names: Make sure field names are clear and understandable to end users.

Common Errors and Their Solutions

• Fields Not Visible on the Reservation Module: If a field does not appear, check that you have saved the field and activated its visibility on the product sheet.

• Misclassified Fields: If a field is not appropriate for certain products, return to the product sheet configuration to adjust its visibility.