To change key information about your neighbourhood, click Settings, under the Accounts header. Here, you’ll find six tabs – 

  • General – organisational contact and address details.

  • Requests – information requested of participants and sent to staff.

  • Hires – the declarations and policies for venue hire.

  • Policies – the declarations / statements that participants abide by.

  • Finance – the bank account and payment settings.

  • Education – the organisation and VET settings.



General

  1. From the Frontdesk, find the Account header and click Settings. 

  2. On the General tab, click Edit on the Basic Info tab to change key information, such as –

    • Name

    • ABN/ACN

    • Contact Details

    • Website

    • Teaser, Description 

    • Address 

    • Main Image

    • Programme Brochure/Calendar

  3. Click Edit on the Affiliations and associations tab to add icons for Learn Local, NDIS and Neighbourhood Houses on your landing and activity pages.

  4. Click Edit on the NDIS settings to add your NDIS registration number.


Booking Request Settings

Here’s how to set up a staff member’s email so they can be notified when an online booking is made.

  1. From the Frontdesk, find the Account header and click Settings. 

  2. On the Requests tab, click +Add on the Booking Request Settings tab to open the Add Booking Notification window.

  3. Enter the staff member’s email.

  4. Press Add.


How to Add Additional Booking Fields

Need participants to complete extra fields when making a booking? Here’s how to set it up. 

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Requests tab, click +Add on Supplementary Information Form to open the Add Booking Supplement window.

  3. Follow the How to Create and Assign a Supplementary Information Form tutorial to complete the content fields.


Policies

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Policies tab, click +Add on the windows listed below to add relevant policies –

    • Terms and Conditions

    • Cancellation and Refund Policies

    • Venue Hire Policies

    • Client Declarations

    • Privacy Policies

  3. Follow the How to Add Privacy, Information and Declaration Statements tutorial to complete the content fields.


Finance

Bank Account

Social Planet uses Pin Payments as its financial gateway for online credit card bookings. Here’s how to add your bank details for fund transfers. (Only the account owner may edit this section.)

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Finance tab, click Edit on the Bank Account Settings panel to open the Edit Bank Settings window. Here, you can add – 

    • Account Name

    • BSB Number

    • Account Number

Invoicing

Social Planet has invoicing as a payment method for activities. If you want to use invoicing, it's essential to add an invoice number and your bank account details. 

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Finance tab, click Edit on the Invoice settings tab to open the Edit Invoice Settings window. Here, you can – 

    • Invoice Number Prefix

    • Invoice Number Suffix

    • Invoice Number

    • Invoice Number Padding

    • Number of days before due

    • Payment Info text - including bank details

    • Checkbox - Show Unit Qty and Unit Amount on invoices


Fund Transfers

Authorise staff members to complete fund transfers. Only the owner of the account is authorised to take this action.  

  1. Select on the + Add,  select the Nominated Approver.



Notifications

Here’s how to alert key-staff when invoices and receipts have been issued, and when fund transfers are made from Social Planet’s bank to your provider bank account.

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Finance tab, click Edit on the Notification settings panel to open the Edit Notification settings window. Here, you can add –

    • Email to send a copy of invoices to.

    • Email to send a copy of receipts to.

    • Point-of-contact regarding payments or credit card charges.

    • Point-of-contact for fund transfer requests.

  3. Press Save.


Accounting Codes 

Through Social Planet, you can add accounting codes to be applied to income and expenditure items in the general ledger.

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Finance tab, first Enable accounting codes (green button) click +Add on the Accounting Codes panel to open the Add Accounting Code window. Here, you can add –

    • Code

    • Accounting Code Name

  3. Click Add.


MYOB Settings

If using MYOB as your accounting software, configure Social Planet to export the Customer Card CSV and Service Sale CSV files from our general ledger.

  1. From the Frontdesk, find the Account header and click Settings.

  2. On the Finance tab, click Edit on the MYOB Settings panel to open the Edit MYOB Settings window. Here, you can –

    • Enable MYOB functions

    • Terms - Balance Due Days

    • Referral Source

    • Journal Memo Prefix

    • Customer Card ID Prefix

  3. Click Save.