From the Frontdesk, go to Clients and select Client List.
Fill out the Search Field and select the Actions button on the client tile, then Create activity booking.
The Create Booking Request page will now be open, either scroll down or Search for the desired activity, review its attendee capacity, then click Continue Booking.
If the client has been booked for this activity previously, the message ([Client Name] has been booking into this activity previously) will be displayed.
The Client Details panel displays the client’s name, contact and recent bookings. To review the information, click Profile.
The Activity Details panel displays the activity title, next session date/time, capacity and availability, booking status, recent sessions and bookings of this activity.
If the class is pre-accredited training, there will also be an Enrolments tab, you must review the client’s student profile to ensure it’s up-to-date before confirming this booking.
The Booking Request Form panel displays the available Purchase Options, select one for your client. The relevant term, ticket price, sub total, GST and total will be displayed.
On the same panel, select the relevant payment method.
If Credit Card - online, then enter the Name on Credit Card, Credit Card Number, CVC/Security Code and Billing Address.
On the same panel, fill out the Invoice using field.
Either Social Planet or a Third Party Invoicing System.
From the dropdown menu, select a Biller / Receipt. If you cannot see the required biller, follow the How to Add a Biller for Third Party Payers tutorial.
Mark invoice as paid, if paid.
The final section of this panel lists the Booking Method and Booking Status, choose whether to put booking status as
In Progress
Approved
Place on Waiting List
Click Complete Booking, you will be taken to the Booking Request Complete page.
Confirm that the client’s contact details and payment method are correct.
Review the Action Messages i.e
[Client] has not been allocated to required sessions
Enrolment records need to be created for [Client].
The status of this request is ready to be updated to 'Done'.
This Client’s Activity Booking Request is now complete, the next steps are to allocate this client some sessions and confirm their request. To do so, follow the How to Process Booking Requests tutorial.
Note – Social Planet does not store client credit card information. It is stored securely with our payment gateway provider PinPayments. Credit card bookings attract a 3% surcharge for each booking. Invoice related payment options, such as bank transfers and on-the-day-payment are without surcharge.