Add a session to an order

Introduction

The "Add a session to an order" feature on Yoplanning.pro allows users to retrospectively integrate services into an existing order. Whether for a last-minute booking, a change to a customer request, or simply a necessary update, this feature offers optimal flexibility in managing your orders.

Steps to add a session to an order

Access to the feature

1. Log in to your account on Yoplanning.pro.

2. At a minimum, provide the name and/or email address of the client you want to add a service to.

Method 1: Add a session via the counter booking module cart

1. Find the session you want to add a registration to. To do this, use the search function, the session list, or browse your schedule.

2. Click on the "view" button or on the session in the schedule.

3. Click the "Add to Cart" button for the selected session. Please note that the button only exists if the session is in the future.

4. When paying, look for the customer's name in the dedicated field.

5. Yoplanning will then display current orders associated with this customer. Select the order to which you want to add the session.

Method 2: Merge two orders

1. Create two independent registrations.

2. Go to the order list. Use the filter, if necessary, to find the two orders you want to merge (for example, you can filter by customer name).

3. Select the two orders you want to merge.

4. Click on the "Merge" button that just appeared.

Method 3: Add the entry to an existing order

See the dedicated article.

Tips and best practices

• Before adding a session to an order, make sure you're on the correct client; beware of homonyms. For this reason, it's often better to use email for searches.

• Take the time to verify that you are adding the session to the correct order to avoid any confusion later. The customer may have more than one.

Common problems and solutions

• Problem: You can't find the order you want to change. Solution: Use the search function and filters to help locate the order. If you still can't find it, check that the order hasn't already been finalized or canceled.

• Problem: The merge option does not appear after selecting two orders. Solution: Make sure both orders belong to the same customer. If they don't, the merge option will not be available.

By following these steps, you should be able to add a session to an order on Yoplanning.pro efficiently and hassle-free. Please feel free to contact us if you have any further questions or encounter any other issues.