Add or modify equipment for a participant

Add Material to a Participant

1. Initial Setup

• Make sure you have correctly configured the options in your services (refer to the material creation article).

• The material will be added automatically at the time of registration if everything is configured correctly.

2. Access to Material in each Session

• Access the desired session, at the bottom of the session you will see the list of materials needed for the activity.

3. Modification or Addition of Material

• Click on “Manage Reservations”.

• Select the "Hardware" tab: There you will see the list of materials already assigned to the session. You can remove or increase the quantity for each material.

To add hardware:

• Return to the “Participants” tab.

• Use the checkbox to select the participant to whom you wish to add the material.

• Click the blue button to add hardware.

• The page that opens presents by default the material provided for this activity, but you can choose exceptional material in the "Extra" section if necessary.

4. Validation

• Once the equipment has been selected, confirm your choice.

• If you have manually entered the equipment and the customer already had an order for the service, do not forget to select and sell the equipment concerned in the "Material" tab.

Tips and Best Practices

• Recheck Configuration: Make sure the initial hardware configuration is correct to enable automatic entry.

• Manage Exceptionally if Necessary: As a manager, you have the flexibility to choose equipment from your list that is totally exceptional if necessary.

Conclusion

“Add equipment to a participant” is an essential feature of Yoplanning.pro that makes booking management easier by adding additional customization. Follow these steps to add, edit, or remove material for each participant to provide an optimal customer experience.