Social Planet has found that greater participant engagement leads to greater participant retention for your activities and events. So, make sure to update your client’s profile regularly with their “likes” and “needs”.
From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Edit button on the Client Profile tile.
There are several tabs on the client profile where information about the client can be added. The more information you provide about your client, the more accurate and valuable the demographic reports for your neighbourhood house.
Complete all fields in the Profile section, as this will provide highly valuable demographic reports for your participants.
Click Edit on the Bio section to change the client’s name, bio, profile image and interests.
Click Edit on the Primary Contact section to add phone numbers, emails and home address.
Click Edit on the Personal Info section birth date, pronouns, gender, visa type and other demographic information.
Click +Add Note to create relevant notes for staff to be made aware of a person’s needs or preferences.
If your client has a disability, health condition, concession or receives NDIS funding, add this information in the Support tab.
Click Edit on Medical Information and add their medical condition, food allergies and mobility needs
Click Edit on Support Info
Click +Add concession button, select the Concession Type, Expiry Date and the staff member that cited the Concession Card.
Click +Add plan on Health and Safety Plans to add a health plan.
Click Edit on the Covid-19 section to fill out a client’s vaccination status and certificate.
Click +Add Care Package if the person wants to use their Commonwealth Home Care Package to pay for activities.
Click +Add NDIS Funding Package if the person wants to use their National Disability Insurance Scheme funding to pay for activities.
To add an emergency contact, financial intermediary and dependents/children, fill out the relevant fields in the Contacts tab.
Click +Add contact to the Emergency and Alternative Contacts section.
Click +Add Biller to add a financial intermediary.
Click +Add dependents to add children who are at your centre when a client is participating in an activity.
To update any contacts, select the Edit button, or X button to delete.
In the Activities tab, you can view the client’s upcoming activity attendance and past activity attendance.
To see the client’s history of activity payments, use the Bookings tab.
In this section is a list of booking tiles, including the Activity Name, Booking Status, Session Allocation and time and date of booking.
You can view the number of ticket sessions, and check if all tickets have been allocated.
When a client has paid by card, the card’s last four digits will be displayed.
Click the Actions button on a Booking tile to –
Send a pre-enrollment email.
Open a pre-enrollment form.
Send a confirmation email for the booking.