It’s essential to collect participant data for completing government reports, grant-writing and conducting program evaluations. Doing this through Social Planet reduces the need for paper-based non-ACFE enrollment forms, and can be done from the outset of booking.
From the Frontdesk, click the Accounts header, then Settings.
Click the Requests tab, then +Add on the Supplementary Info Form panel to open the Add Booking Supplement window. Here, you can add –
Name
Description
Include additional fields from the profile you would like a participant to include in their booking.
The additional fields you can require from participants include
Contact – If you want participants to assign an emergency contact.
Disability – If you want participants to provide disability/medical info.
Gender – If you want participants to identify their gender.
First Nation Enabled – If you want participants to identify their Indigenous and Torres Strait Islander status.
Age Enabled – If you want participants to identify their age.
Country of Birth Enabled – If you want participants to identify their country of birth.
Language Enabled – If you want participants to identify their primary spoken language.
Click Add.
Now, you need to assign the Supplementary Info Form to your chosen activity.
From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your choice.
Click Edit on the Booking Settings panel, this will open the Update Booking Settings window. Here, you should –
Change Booking Process Type to Simple Booking
Choose your desired form from Include Supplementary Information Form
Click Save.
Note – To activate the form, the activity must be the Simple Booking type.