Sometimes you need to cancel a customer's registration on Yoplanning.pro, whether at the customer's request or for technical reasons. This guide will show you how to make such a cancellation.
Log in to your account on Yoplanning.pro.
Find the session the customer is registered for. There are two ways to do this:
Find the customer's order then in the list of services displayed, click on the date to open the session concerned.
Or, more quickly, from the list of sessions, click on the "Participants" tab, then do a search with the client's name and click on the "Session" button on their line.
Once you find the session, click “Manage Bookings”.
If you wish to carry out a grouped operation, check the boxes corresponding to the different participants. If you only want to delete the registration of a single participant, click on the small trash can to the right of their line.
Yoplanning will then ask you if you want to update the order. This is an important step!
If you answer "Yes", the corresponding order line will be deleted and the order amount will be updated.
If you answer "No", the original order will not be changed. This option can be useful if you do not want to reimburse the customer.
Do not follow this cancellation procedure if you simply wish to modify the client's service and register them in another session. There is a specific procedure for this.
If you wish to invoice cancellation fees, refer to the dedicated article by clicking here
Problem: You deleted a participant, but the order elements are still present.
Solution: Even after deleting a participant, if the order is not updated, the participant remains visible in the session, but is grayed out. To completely remove the registration, be sure to answer "Yes" to the question about refreshing the order when deleting.
By following these steps, you should be able to delete a listing on Yoplanning.pro effectively. Please do not hesitate to contact us if you have any further questions or encounter any further issues.
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