This guide will walk you through the process of adding a new client in the Social Planet platform. You can quickly create a client by completing only the essential information, or you can take your time to build a comprehensive client profile. 


Quick Start: Create a New Client (Mandatory Fields Only) 


To quickly add a new client to Social Planet, complete the following four mandatory fields. This allows for immediate client record creation, and you can always add more details later.  

  1. From Front Desk navigate to left hand side menu select Add Client 

  2. Enter Client Names: In the Person section, enter the client's First Name (Required) and Last Name (Required). 

  3. Provide at Least One Contact Method: In the Communication section, you must enter at least one of the following: Email Address, Mobile No., or Phone No.. Optionally, select a Preferred Contact Method (Email, Mobile, or Phone) using the checkboxes. The selected "Preferred Contact Method" will be used as the default for sending Group Messages to this client. For example, if 'Mobile' is chosen here, it will automatically be selected for group messages. 

  4. Specify How They Heard About You: Scroll down to the "How did they hear about us?" field and select an option from the dropdown list (Required). 

  5. Add the Client: Click the ADD CLIENT button at the bottom of the page. The system will automatically take you to the new Client Profile section. 


After quickly adding a client, you can edit their profile later to enter more personal details. 


Comprehensive Details on Adding a Client


Person:


1. Title: Select an appropriate title from the dropdown list 

2. Preferred Name: Enter the name the client prefers to be called, which will be used in correspondence. 

3. Middle Name: Enter any middle names. 

4. Birth Date: Enter the client's date of birth. This helps with age calculation and reporting .

5. Birth Place: Enter the client's place of birth. This often corresponds to "Country of Birth" for reporting. 

6. Primary Language: Select the client's primary language spoken at home from the dropdown. This aligns with "Main language spoken at home" for reporting. 

7. Gender: Select the client's self-identified gender from the options (Female , Inter-sex , Male , Nonbinary , Transgender , Not stated). 

8. Visa Type: Select the client's visa category if applicable.

9. Year of arrival in Australia: Enter the year the client first arrived in Australia if applicable. 

 Communication Section:


1. Review and ensure all relevant contact methods (Email , Mobile , Phone ) are provided.

2. Confirm the Preferred Contact Method  is correctly selected for group messaging defaults. 



Address Section:


 1. Unit or Apartment No. (only if required): Enter if applicable. 

 2. Street No. and Address: Enter the full street address. The system can generate a Google Map preview. You can also choose to specify the address without using Google Maps by checking the "Or specify address without using Google Maps" box. 

3. Postal address is same as primary address: Check this box if applicable



Emergency Contact Section: 


1. Add an Emergency Contact for the client.

2. Contact Name: Enter the full name of the emergency contact 

3. Contact relationship to client: Specify their relationship (e.g., parent, guardian, friend) 

4. Contact Email: Enter the emergency contact's email address 

5. Contact Mobile No.: Enter the emergency contact's mobile number 

6. Contact Phone No.: Enter the emergency contact's landline number



Support Labels Section:

1. Medical Conditions or Disability: Enter any relevant medical conditions or disabilities. You can list one or more. 

2. Food Allergies or Restrictions: Enter any dietary needs or restrictions. You can enter one or more. 

3. Mobility: Enter any mobility-related information. You can enter one or more. 

4. Is registered with the NDIS: Indicate if the client is registered with the National Disability Insurance Scheme (NDIS) by selecting Yes or No. 

5. Do you provide unpaid care and support...?: Select Yes or No to indicate if the client is a carer. This captures "Carer Status" for reporting


Consents section:

Review and check the appropriate boxes for each consent the client provides 

1. Consent to have photo image used. 

2. Consent for data collection. 

3. Consent for VET data collection. 

4. Consent to receive promotional material. 

5. Consent to Sun Protection policy. 

6. Consent from Parent or Guardian: Check this if the client is a child and consent is provided by their parent or guardian. 



Finalize Client Creation/Updates:


1. Default User Group (Optional): Select a default user group from the dropdown. A user group can represent a hobby/interest (e.g., "Gardening Club") or a program area (e.g., "Youth Support Program") that the client belongs to. You can assign the person to more user groups once they have been added to the system. 

 2. Click the Save to apply your changes.