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?
Access to the Customer File Configuration:
In the left menu of the Yoplanning.pro application, go to
Administration
.Select
Configuration
.Click on
Customer Profile
.
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
.
Activation of Fields in Products:
Open the relevant
Product Sheet
.In the
Participant
section, determine whether the field isNot Displayed
,Optional
orRequired
.
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.
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