When promoting your activity online, you need to determine how you want people to pay by credit card. With Social Planet you have two options: 


1. Simple Booking 

Simple Booking means that a person’s credit card payment is automatically charged from the time of booking. 


2. Booking with confirmation 

Booking with Confirmation means that when the credit card is provided at the time of booking, its only charged once staff have approved the booking. 


Email Notification 

When a person has booked into an event or activity through our Online Promotion landing page an email notification will be sent to administration staff. 


  1. In the email message notification under the title New booking request received. The following text will appear ‘You can review the request in Social Planet here’. Select the here link to go to the Request tab on the Activity Summary page.  

  2. The person’s name will appear under Client tile under Payments Requested payment by: Credit Card – online, Credit Card Captured,  XXXX-XXXX-XXXX-0000,  12/2034


1. Simple Booking 

  1. Go to the Client Tile within the Request tab. Go to the Not Linked button, the Link Client window will be displayed. 

  2. If they are an existing client click on the Select button. If they are new tick Create a new client based on details from this request. Select Add 

  3. On the Client Tile an invoice has been generated with the tags Paid and Unsent 




4. Click on the Invoice ie Invoice #195 -- $100 for the invoice to be viewed. 


5. The invoice will have an Invoice Reference ie 1150, Issue Date ie 15 Apr 2021 and a Total $0.00. Online Credit Card Charges Pane will display a Charge Success label (ie Pin Payments has successfully charged the client’s credit card) It will display the Charge amount, Refund amount, and Entitlement (less the financial gateway’s fee). The Card Name, the last 4 digits: 0000 of the card will be displayed and the Expiry: 12/2034. A Transaction Receipt  is available , select the Download button to download a copy of the receipt. 


6. If you need to issue a Refund select the Issue Refund button. 


Booking with confirmation 


  1. Go to the Client Tile within the Request tab. Go to the Not Linked button, the Link Client window will be displayed. 

  2. If they are an existing client click on the Select button. If they are new tick Create a new client based on details from this request. Select Add 

  3. In the Session Allocation select View Sessions then under General click on Select All then select Save

  4. If the client is set up as Booking with Confirmation the Credit Card payment needs to be manually actioned by a staff member. 

  5. Go to the Actions button, select Add invoice

  6. The Add Invoice window will be displayed, providing the Activity Description, GST and Amount select A new invoice

  7. Create and issue an invoice for this request type over the Issue Date (set to the booking date) and leave Payment Type: Credit Card – Online. 

  8. Leave unticked Include redemption from client funds and Also mark as payment received in full. Select Add button

  9. On the Client Tile, New Invoice – Amount will be displayed on the Client Tile with Unpaid and Unsent tags.
  10. Click on the Invoice ie Ronald Reegan for the invoice to be viewed.
  11. A Tax Invoice will be displayed Payment / Invoices / View, select the Issue button. 
  12. Select the Charge Card button. 
  13. The Charge Card window displaying the Amount and Credit Card No select Charge button the client will automatically receive an emailed receipt.  
  14. An Online Charges pane will be displayed, label Charge Success which displays the Card, Transaction Date, Charge (activity amount), Refund and Entitlement.