Now that you have logged into Social Planet for the first time, there are a few important setup tasks to complete. These involve entering information about your organisation, as well as some financial information, like bank account and invoice settings
If you're looking for a place to start, work your way down this setup task list:
- Update your organisational profile - review your organisational name, contact information, address, upload logo and brochure. See Update Organisational Details
- Enter your bank account details - enter the account so that Social Planet can transfer online payments from activity and course bookings. See Set up your Bank Account for online payments
- Enable staff to approve fund transfers, See Enable additional staff to approve fund transfers
- Set up your invoicing - if your using invoicing as a payment method then enter your payment information. See Invoice Settings
- Assigning staff to receive online bookings - alert staff about new online bookings. See Email Notifications
- Choose the required contact fields for online bookings - select the contact fields participants must complete See Required Contact Fields
- Adding venues -when creating an event you want to assign a room and a site. See Create a Location
- Enter a Contact Person - assign a contact to field enquiries from activity participants. See Add Contact Person
- Add Tags - create labels to categorise your services / programs, See Tag Management System
- Centre Calendar - add the days when your Centre is closed so you don't deliver courses / classes during these times. See Centre Availability Calendar
- Memberships - If you're an Incorporated Association and need to create a client list of voting members. See Membership List
- Update your Organsational ACFE Settings - Ensure your organisational ID, training delivery location is in place. See VET / ACFE Account Settings