The Client List in Social Planet provides a comprehensive overview of all your registered clients, allowing you to quickly access their profiles, manage their information, and filter records.
Accessing the Client List
To view your client list:
From the Social Planet Frontdesk, navigate to Clients in the left-hand menu.
Select Client List.
Understanding the Client List Layout
The Client List displays your clients in a clear, scannable format, with each client presented as an individual entry. Key information is visible at a glance.
Each client entry typically includes:
Client Name: The client's full name, User ID, Student ID and ACFE qualified
Contact Information: Often includes their preferred contact method (e.g., mobile number, email address) and alternative contacts
About Me, Interest, Support, Groups and Memberships: Key information from their profile such as Bio, Interests, Medical, Groups and Memberships
Associated Groups/Programs: Indication of any user groups or program areas the client belongs to.
Edit Button: Ability to view and change a person's profile.
Action Button: Ability to take the following actions
Understanding the Actions
Send message: Send an individal email or SMS message
Create activity booking: Book the person into a class or event
Create venue hire: Book a venue hire space
View registration info: Create a PDF printout of key profile information
Add to user group: Assign the person to an interest or program area
Send registration invite: Register the person for an online account
Import to case work: A new profile will be created in the case work platform
Add to staff list: Assign the person as a staff member, trainer or volunteer
Archive: Remove them from the client list
Key Functionality of the Client List
1. Viewing Client Details:
To access a client's full profile and view all their recorded information, simply click on Edit their Client Name in the list. This will take you to their dedicated profile tabs where you can manage all aspects of their record.
2. Searching for Clients:
At the top of the client list (or near a search bar icon), you will typically find a search field.
Enter a client's name (first, last, or both), ID, or other identifying information to quickly narrow down the list and find specific records.
3. Adding New Clients from the List:
You will find an Add client+ button, typically located at the top of the list or in a prominent position, allowing you to quickly initiate the process of adding a new client. Selecting this button will direct you to the "Add New Client" form.
4. Page Preferences:
Card will be default and includes both contact details as well as personal info from profile such as Bio, Interests, Support Needs, Groups assigned, Membership and Comments.
Table will provide only the contact information for the client.
Entries will allow you to include more clients per page.
5. Adding New Clients from the List:
Select Actions > Download Contact CSV. The data file includes Client ID, First Name, Last Name, Email, Phone, Mobile, Address, Suburb, Postcode, State, Birth Date, Date Added, Receive Marketing and Notes
Tips for Managing Your Client List
Regular Review: Periodically review your client list to ensure all information is up-to-date.
Utilize Search and Filters: For large client bases, effectively using the search and filter options will save you significant time.