Create a shopping cart rule

What is the purpose of this feature?

The shopping cart rule allows you to automatically offer a targeted promotion when a customer adds one or more products to their cart. It is visually displayed in the cart with a call-to-action button to encourage purchase.

Example :

“Add a stand-up paddle rental at -50%” → The customer clicks on Take advantage of this offer and adds the option with the defined discount.

It's a powerful tool for increasing average order value and implementing smart cross-selling.


How do I access the feature?

  1. Log in to Yoplanning.pro.

  2. In the left menu, click on Configuration.

  3. Select Booking Module.

  4. Click on Shopping cart rules.

Steps to create a shopping cart rule

  1. Click on "Add a rule".

  2. Rule name: choose an internal name (not visible to clients).

  3. Condition of application:

    • Select one or more trigger products (products which, once in the cart, will activate the rule).

    • Optional: define a minimum quantity.

    • ⚠️ Important: The quantity refers to the number of sessions and not the number of people. For example, if a customer adds two paddleboarding lessons to their basket, the rule may be triggered, even if it's for only one person.

  4. Marketing action:

    • Select the beneficiary product (the one that will benefit from the discount).

    • Choose the type of promotion (e.g., -50%).

    • ⚠️ If the discount is in euros (and not a percentage), be careful: it could result in a negative final price if the discount value is higher than the product price. We recommend testing each rule before publishing.

  5. Message displayed to the customer:

    • Write a short, compelling sentence. Example: "Add a half-price SUP rental to complement your activity!"

  6. Save the rule.


What the customer sees

As soon as the triggering product is added to the cart, the customer sees a notification appear in the cart:

  • ✅ Message type: "Promotions are available!"

  • 🏷️ Offer details: 50% off SUP rentals

  • 🔘 Clickable button: &#xNAN;"Take advantage →" which directly adds the promotional product to the cart.


Best practices

  • Use a clear and persuasive message.

  • Offer logically complementary products (cross-selling).

  • Don't overload the interface with too many rules running in parallel.

  • Test the rule in the booking module to see the rendering on the client side.

Common problems

Issue
Solution

The rule is not activated

Check that the trigger product is in the cart

The "Enjoy" button is not working

Make sure the beneficiary product is active and sold online

The discount does not apply

Check the discount settings in the rule (type, percentage, conditions)

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