Create a product

How to access this feature?

1. Log in to your Yoplanning.pro.

2. Navigate your Team menu on the left to administration then "Products".

3. Click on the "Add a product" button.

Steps to use the feature

Product Description

1. Internal Name: Enter the internal name of the product for the team.

2. Public Name: Enter the name that will be visible to customers.

3. Type: Choose whether the product is paid or free.

4. Displayed Price: Indicate the commercial price.

5. Category: Select a predefined category.

6. Duration of a session: Indicate the duration.

7. Color: Choose a color for the schedule.

8. Audience: Define the target audience.

9. Level: Indicate the required level.

10. Description: Write a business description.

11. Image: Upload a representative image.

Location

1. Location: Enter the GPS address.

2. Meeting Point: Add additional details.

Participants

1. Maximum: Set the maximum number of participants.

2. Reminder Message: Set up reminders.

3. Reminder Method: Choose between email and SMS.

Post-activity message

1. Post Activity Message: Set up a follow-up message to collect customer feedback.

Details of each participant

1. Request details of each participant: Choose if you want the contact details of each participant.

2. What data is useful: Determine which fields are useful, optional, or required.

Price

1. Price per Participant or Session: Set whether the price is per participant or per session.

2. Close sale after 1st order: Option to consider for a price per session.

3. Unit Price: Indicate the price for a single session.

4. Group Rate: Set a special rate for groups.

5. Declining Pricing: Set pricing based on purchase volume.

Resources

1. The Resources section: Add the resources needed for the activity.

Gift Vouchers

1. Price: Indicate a specific price for the gift certificate.

2. Validity (months): Configure the validity period of the voucher.

3. Voucher Name: Personalize the name of the gift voucher.

Price Variations

1. Price Variations: Configure price variations based on customer type.

Taxes

1. Check Tax: Select the applicable tax for this product.

Potential Staff

1. Potential Staff: List the team members who can supervise this activity.

Online sale

1. Sell online sessions: Enable or disable this option.

2. Sell up to X hours before start: Set a time limit for online purchases.

3. Sell gift certificates online: Choose if this option is available.

Post-reservation message

1. Post-booking message: Add a message for the confirmation email.

List of Options

1. Option List: Allow customers to add options when booking online.

Tags

1. Tags: Use tags for more precise classification of your products.

Booking Modules

1. Booking Modules: Enable or disable the product display in different booking modules.

Tips and best practices

• For names, be as clear and descriptive as possible.

• Use the reminder message to help with customer retention.

Common problems and their solutions

• Location error: Please make sure the GPS address via Google is correct.

• Participant limit reached: Check the maximum number you have set.

Accessible language

Throughout this guide, we've avoided technical jargon to make it as easy to understand as possible.

This guide is optimized for AI and Google search. If you have any additional questions, please contact support.