This section of the documentation is designed to guide you through the steps of creating and using promo codes. You'll learn how to create custom promo codes and how to apply them to boost sales and build customer loyalty.
Learn how to effectively manage rates for courses and multi-sessions here. We provide you with the tools to set competitive rates for your clients who want to register for multiple sessions at once.
Explore Yoplanning's dynamic pricing feature, which allows you to adjust your rates based on seasonality. This section of the documentation will help you understand how to make the most of this feature to optimize your revenue throughout the year.
Learn how to set specific rates for each session, a particularly useful feature for selling private lessons. This section will guide you through adjusting your session rates to maximize your profits.
If you're looking to vary your prices based on specific criteria, this section of the documentation is for you. Here, you'll learn how to add price variations to your products or services based on criteria such as duration, difficulty, group size, and more.
This section is dedicated to developing group rates. It guides you through the steps to set special group rates—an effective strategy for attracting more customers and increasing your revenue.
In Yoplanning.pro, you may find that you set discounts on a product, but they don't appear when selling online. This is due to the way Yoplanning manages planning sessions and products. In this article, we'll explain why this happens and how to resolve the issue.
Explanation of the difference between a price per participant and per session, this is a fundamental distinction in the use of Yoplanning that you must understand to configure your software correctly.
Yoplanning's Marketing module allows you to dynamically adjust session prices based on occupancy rate, purchase period and other strategic criteria to optimize sales.
Definition of the Base Price in the Product Sheet:
Go to the “Products” section from the dashboard.
The price indicated in the product sheet must be one of your standard prices. It is recommended to use the most current rate to avoid frequent changes.
Using Repeats for Seasonality:
If you are not familiar with creating repetitions, refer to the appropriate documentation by clicking here
Use repetitions to define rate changes. There are two main reasons for creating different repetitions: change of rate or schedule.
Opt for a personalized repetition to check all days with the same price.
Create as many repetitions as necessary to cover all price changes, whether in normal or potential schedule.
Creation and Modification of Prices when Creating Sessions:
When creating your sessions, adjust the prices of your products based on the date.
If you prefer not to create sessions in advance, you can use session templates:
Go to the “Administration” section.
Go to "Configuration".
In the "Scheduling" section, click "Session Templates" to configure session templates with dynamic pricing.
Advanced Planning: Plan ahead for seasonality to avoid frequent changes.
Use of Templates: Session templates can simplify the management of seasonal variations.
Verification and Update: Regularly check and adjust prices to ensure they match the business strategy and demand.
Incorrect Pricing: Make sure to check pricing when creating sessions or templates.
Complexity of Session Management: If you have difficulty managing rehearsals, do not hesitate to consult the dedicated documentation or contact support for help.
By following these steps and tips, you can effectively manage pricing dynamically based on seasonality, maximizing the profitability and efficiency of your planning.
Steps to Configure a Session Rate
Go to the Price section in the product:
Navigate to “Products” in the menu.
Configure the Price per Session:
Select the product for which you want to set a per-session rate.
Click on the “Prices” section.
Choose the “Price per session” option.
Define if you want to close the online sale after the first order, which is generally the case in a private session
Add Price Variations (optional):
If you want to add an additional cost based on the number of participants, activate the "Rate variation per group" function.
Set the threshold of participants from which the additional rate applies (for example, from three people).
Indicate the additional amount to add per person beyond this threshold.
User Tips and Best Practices
Pricing Clarity: Ensure pricing is clearly communicated to customers to avoid confusion.
Flexibility: Use rate variation to effectively manage groups of different sizes.
Introduction :
When configuring activities on Yoplanning, a crucial question arises: should we favor a price per participant or a price per session? This decision impacts not only the pricing structure, but also the management and organization of your activities. This article aims to shed light on the fundamental differences between these two approaches and help you choose the one best suited to your offering.
1. Price per Participant:
Pricing per participant is often used for activities where individuals or small groups can register independently. Each participant pays for their own place. This approach is ideal for:
Regular activities or classes (yoga, workshops, group classes).
Events where the number of participants varies.
Encourage the inclusion of individual participants or small groups.
Benefits :
Increased flexibility for customers.
Allows you to fill sessions with a variable number of participants.
Simplified management of individual payments.
2. Price per Session:
The price per session is suitable for activities booked as a complete unit, often by groups or for private events. Here, the price is set for the entire session, regardless of the number of participants. This method is perfect for:
Group events or activities (team-building, private parties).
Sessions that require full reservation of space or equipment.
When the activity requires the exclusive attention of a supervisor.
Note: you can vary the price depending on the number of people anyway, see the dedicated article by clicking here
Benefits :
Simplifies planning and logistics for groups.
Offers a more personalized and exclusive experience.
3. Choosing the Right Strategy
Your choice will depend on several factors:
Nature of the Activity: Certain activities lend themselves better to one model than the other.
Target Customers: Consider your customers' preferences and booking behavior.
Resource Management: Evaluate how each option affects the management of your resources and staff.
Conclusion :
Yoplanning offers the flexibility to choose between a price per participant or per session, allowing you to optimize your offer according to your specific needs. Take the time to evaluate your activities, your target market and your operational capabilities to make the wisest choice.
The “Generate promo codes” feature allows you to create discount codes for your customers. These codes can be used in various promotions and can be generated either singly for specific use or multiple times for wider distribution.
Log in to your Yoplanning.pro account.
Go to the “Administration” menu then “Configuration”
Select “Promo Codes” from the list of available options.
Name: Enter an internal name for your business operation. This name will not be visible to customers.
Code generation: Choose between "Single" for a single code or "Multiple" to generate several codes at once.
Unique: Used for specific promotions, such as an email with a unique promo code.
Multiple: Used for broader promotions, such as distributing multiple coupons to a works council.
Code: Enter the promotional code that your customers will use. For example, “Noel25”. Note that case does not matter. (In the "multiple" case, this code is generated randomly.)
Discount: Indicate the percentage or amount of discount the code will apply.
Maximum number of uses: Set how many times the code can be used. (Leave blank if you want it to be infinite.)
Dates:
Select whether validity dates are based on "Sessions" or "Orders".
Session: The promotion is valid for activities taking place between the defined dates.
Order: The promotion is valid for orders placed between the defined dates.
Products: Add the products to which the promo code applies. You can choose to apply the code to all products or just some.
Use clear and descriptive names for your promo codes to make their internal management easier.
Always check the validity period and associated products before finalizing the creation of the promo code.
For large promotions, use the "Multiple" option to generate multiple codes in one go.
Invalid code: Make sure that the code entered respects the case and syntax defined when it was created.
Expired code: Check the validity dates set for the promo code.
Number of uses exceeded: If the code has reached its maximum number of uses, you will need to create a new code or increase the limit.
Ineligible products: Make sure the code is applied to the correct products by checking the list of products associated with the promo code.
Yoplanning's Marketing module allows you to adjust session rates based on several dynamic criteria (yield management). It offers the ability to display crossed-out prices, adjust rates based on occupancy rate, purchase period, and other advanced marketing parameters.
This module allows you to optimize price management and improve the activity occupancy rate, while maximizing the average basket.
Log in to Yoplanning.pro.
Go to the Configuration section.
Look for the Marketing Rules option.
If the module is not activated on your account, contact support for activation.
Added a new rule
Click Add Rule.
Give it a name (eg: “Spring Promo”).
Definition of validity period
Select a start date and an end date during which the rule applies.
Please note: The rule will only apply to orders placed within this period.
Price variation configuration
Determine whether the change is a fixed amount (€) or a percentage (%).
Specify whether the adjustment is a reduction or an increase.
Example: -10% on morning sessions.
Choice of application criteria
Apply the rule to one or more session tags.
Apply to a specific product or product tag.
It is possible to combine criteria (e.g.: tag + product).
Filling Rate Conditions (optional)
Set a fill range to apply the rule.
Example: "If the fill is between 30% and 50%, then apply -5%."
Multiple rules can be created for different fill levels.
Validation and activation
Save the rule.
It automatically applies to orders placed within the defined period.
If a discount is applied, the crossed-out price is displayed.
If a price increases from the base price, it will not be reported.
Automatic integration into booking modules and the website.
Rule: "10% drop for sessions in March and April."
Application: All sessions with the low season tag.
Rule: "Minus 5% if the occupancy rate is between 30% and 50%."
Rule: "Minus 10% if the occupancy rate is less than 30%."
Application: All collective products.
Rule: "15% off tomorrow's remaining seats."
Application: Last minute tag applied by hand on certain sessions.
Use tags to group sessions and simplify policy enforcement.
Do not multiply unnecessary rules: A good strategy is based on a few well-targeted rules.
Test and adjust: Analyze the impact of the rules on your sales and modify them if necessary.
Anticipate going online: The rules apply to orders placed within the defined period, remember to prepare your offers in advance.
The rule does not apply
Check that the validity period is correct and that the criteria are correctly defined.
One rule conflicts with another
The application takes the most advantageous rule for the customer.
Unable to edit an active rule
Delete the rule and create a new one.
Yoplanning's Marketing module is a powerful sales optimization tool. It allows you to dynamically adjust prices, attract new customers, and increase activity occupancy. By using tags and rules strategically, you can maximize your revenue while maintaining complete control over your pricing policy.