When a client contacts you over the phone or in person and wants to pay using cash.  


  1. Go back to Main Menu, select Clients then Client List type in the Clients name in the Search Bar

  2. Select the Actions button above Client Tile and Create Activity Booking

  1. The Create Booking Request window will be displayed, enter the event name in the Search field, review the attendee capacity for the event, then select the Continue Booking button 

  2. Review the Client and Activity Details in the Booking Request Form pane choose the ticket from Package Selection ie Adult, Concession and the Ticket Price, the Sub-Total, GST and Total will be displayed

  1. Select Payment Method choose Cash


  1. Invoice using select Social Planet or Third party invoicing system ensure you Tick  - Mark invoice as paid

  1. In the Booking Status, select from 

    1. In Progress, further action required, activity session dates have not been assigned.

    2. Place on Waitlist, organise payment, assign to activity sessions 

    3. Approved, payment has been accepted, then 

      1.  allocate client to all available sessions, use the drop-down list to select session dates.

  2. Select Complete Booking button

  3. The Booking Request Page will be appear, review the booking to ensure all sessions have been allocated 

  4. Select the Manage Requests Button to be taken to the Requests Page 


11. If there is no invoice displayed in the client tile. The Booking Process type is Booking After Confirmation, go to the Actions then Add Invoice and Mark Invoice as Paid