Social Planet
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0418139515
Knowledge base
General
Starting Out
12
Twelve Steps for setting up Social Planet
How to Login and Navigate Social Planet
Help Guide
How to Create a Social Planet Activity
Add a contact person for activity enquiries
View all 12
How To Videos
6
Adding an ACFE parent subject and subject unit
Processing a cash, eft or offline credit card booking
How to manage casual bookings
How to book a client into an Activity
How to remove a client from an activity booking
View all 6
Organisational Settings
19
Update Organisational Details
VET / ACFE Account Settings
Set up your Bank Account for online payments
How to Add Sites and Spaces
How to Setup Counters to Record the Individual Services Your Centre Provides
View all 19
Publishing Activities
15
Add trainer biographies and client testimonials to boost conversions
How to Publish Your Activity Online
How to Display a Trainer’s Biography on an Activity Promotion Page
How to Display Client Testimonials on an Activity Promotion Page
How to Display a Specific Date/Time on Your Published Activities
View all 15
Activity Management
24
Understanding the Activity Summary Tabs
How to Clone an Activity For A New Term
How to Add New Sessions to an Activity
How to Assign Notes to an Activity
How to Provide Community Transport for your Activity
View all 24
Online Bookings
14
What are Social Planet’s Activity Booking Options?
How to Add Session Packages and Ticket Prices
Allow clients to book into an Activity that has already started
How to Support a “Free Trial Session” for Interested Participants
Front-End Participant - Expression of Interest
View all 14
Clients - Bookings
15
How to Enable Customers to Book Single Sessions
Bookings, displays a client's activity payments
How to Create an Activity Booking Request for a Client
Booking a Client into an Activity with Transport
Booking a Client into an Activity with Transport
View all 15
Clients - Communication
11
How to Communicate with Participants using SMS and Email
How Send an Email/SMS Message to Class Attendees
Message all of participants who attended for a Term / Semester
Searching messages - emails / SMS from clients
How to Reply to Messages
View all 11
Clients - Profile
17
How to Add a Client’s Concession i.e Healthcare Card
How to Upload a Client’s Emergency Health Plan
How to Add a Client’s Medical and Support Needs
Updating a Client's Bio
How to Add a Client's Emergency Contact
View all 17
Clients - Participation
8
How to Sign-Off an Attendance List
How to View and Add Client Notes
How to Manage a Client’s Participation Status
How to View Client Notes and Emergency Health Plans as a Trainer
Requesting further information from participants with Expression of Interest Bookings
View all 8
Clients - Memberships
5
How to Assign Membership to a Client
How to View Membership List, Send Messages, Delete Clients and Book Activities
Adding the client membership fee to an invoice
Adding a membership fee to an existing invoice
Membership report
Finance
39
Creating ticket packages, prices and adding GST to activities and classes
Using invoice as a payment method
Clients paying by credit card when booking online
Paying for an activity with cash
Issuing a client with credit
View all 39
Venue Hire
42
How to Set Up Venue Hire
How to Create a Room Hire
How to Create an Individual or Organisational Hire
Creating a Venue Hire
How to Charge for Venue Hire and Raise an Invoice
View all 42
Entities
3
Create an organisational entity
Create an organisational contact / biller
Add organisational notes
Reports
16
Generating Reports for Events / Activities
SMS Delivery Report
Activity Overview Report - attendance rates and total value achieved
Activity Details - clients participation and payments
Activity Request Data - use for creating your own reports and charts
View all 16
ACFE Videos
11
Adding an ACFE parent subject and subject unit
Setting up an ACFE Account for AVETMISS Reporting
Setting up an ACFE class for online bookings
Backend Bookings, create enrolments for AVETMISS Reporting
Adding a student / client into Social Planet
View all 11
ACFE - Settings
6
Setting up an ACFE Account for AVETMISS Reporting
Setting up an ACFE Delivery Location
Create a Class Location Address that is linked to the VET Location ID.
Settings for generating Student Numbers
Setting up VET Subject Streams and Categories
View all 6
ACFE - Subject Units
5
Workflow ACFE Classes
Adding an ACFE parent subject and subject unit
Adding a Parent Subject
Add a Subject Unit, once the Parent Subject is created.
Create a calendar year ACFE class and enable students to book by Term
ACFE - Classes
8
Creating a Learn Local Class
Set up ACFE Class
Social Planet attendances and reporting ACFE hours
Processing a student's credit card booking into an ACFE Course
Require students to complete the online VET form as part of their booking
View all 8
ACFE - Students
14
Assigning a Student ID, VSN and USI
Online Pre-enrolment Bookings
Setting Student Outcomes
In person booking and enrolment into an ACFE class
Change a Student’s Enrolment Status
View all 14
ACFE - Reporting
28
AVETMISS Reporting for SVTS Uploads
Completing an SVTS upload of AVETMISS Data
Enrolment Numbers for Classes / Training
Troubleshooting SVTS Errors – Subject Unit Names NAT0060
Troubleshooting –AVETMISS Report still displaying Issues Detected but you’ve added the data ie Student ID
View all 28
ACFE - Compliance
2
Enrolment Compliance Settings
Enrolment tab within the ACFE Class
ACFE - Fixing SVTS Errors
14
Enrolments (NAT 12), Subject Enrolment Identifier has changed
Subject Unit (NAT 60) The Subject Identifier must be unique
Locations (NAT 20) Training Organisation Delivery Location
VET in School Flag (NAT 120) must not be blank
National Outcome ID 20 invalid
View all 14
Staff & Volunteers
35
Enabling Volunteer Promotion on Landing Page
How to Add a Staff Member
How to Add a Volunteer
How to Activate a Staff Member’s Login
How to Activate a Volunteer’s Login
View all 35
Volunteer - Workload
6
Adding a Workload Project
Assigning volunteers to shifts for the project
Assigning shifts to volunteer staff
Volunteer work assignments
Reviewing Volunteer reservations for volunteer opportunities
View all 6
Pre-accredited Quality Framework (PQF)
4
Setting up A-Frames for Learn Local Courses
Upload Course and Session Plans from the Learn Local portal
Create Learner Plans and Reviews for students
Use the A-Frame tools for your Learn Local Class
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