On Yoplanning.pro, you can add resources directly to a participant when they are essential for the smooth running of an activity. This feature ensures that each participant has the necessary equipment to participate in the planned activity. For example, for a canoeing session, each participant must have a canoe.
This method ensures efficient management of essential equipment, while automatically integrating these additions into the billing process if necessary.
Open the relevant session
Access the session list from the left menu or select the session directly from the schedule.
Manage Reservations
Once logged in, click on Manage Reservations to view the list of participants.
Select the relevant participants
Check the participants for whom you want to add a resource.
An "Add Resource" button will appear.
Add the necessary material
Click on "Add a resource".
Select the desired hardware from the list.
Save your selection.
Modify order if necessary
If the added equipment involves additional billing, Yoplanning will ask you if you wish to modify the order.
Click "Yes" to include the additional costs.
Note: This feature can be used even after the order has already been completed.
Advance Planning: Ensure all essential resources are available before the activity begins.
Assignment Check: Match resources to participants upon booking to avoid oversights.
Problem: Resource not found Solution: Check that the resource is correctly configured in the "Resources" section of Yoplanning.
Problem: Billing Error Solution: Ensure you have the necessary rights to modify orders and that all hardware information is correctly entered.
Adding resources to a participant on Yoplanning.pro ensures optimal management of the equipment needed for activities. By following these steps and adhering to best practices, you guarantee efficient organization, seamless billing, and a quality customer experience.
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