Organisational Settings
Set up your account, enter key organisational info, add your bank account details, activity policies, locations and spaces
Changing information in Basic Info will update your organisation’s details across your promotional activity pages, provider landing page, and email...
Mon, 26 Jul, 2021 at 9:34 PM
If you are a Learn Local or ACFE provider you need to set up your account, necessary for AVETMISS Reporting. Go to Main Menu, select Education click on Se...
Sun, 22 Aug, 2021 at 5:10 PM
Enter the account so that Social Planet can transfer online payments from activity and course bookings. 1. Go to Main Menu select Accounts then clic...
Mon, 26 Jul, 2021 at 1:31 PM
Before taking venue hire bookings, you’ll first need to create a central venue site, and internal spaces within that site to be hired. Adding a Site ...
Fri, 19 May, 2023 at 7:43 PM
If you want to record specific services you’re providing to individuals, such as Centrelink assistance, free wifi or photocopy, set up a counter system. Her...
Thu, 17 Oct, 2024 at 4:55 PM
With Social Planet’s tag management system, you can keep your activities, staff, volunteers and client lists organised and manageable. Tags make it easier f...
Fri, 21 Apr, 2023 at 1:37 AM
If you would like to send invoices to participants as a payment option then configure Invoice Settings so they meet your organisational and accounting requi...
Mon, 25 Oct, 2021 at 12:40 PM
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. ...
Sun, 11 Jul, 2021 at 4:44 PM
Set up a membership system by assigning a unique identification to each participant 1. Go to Main Menu select Account then click on Settings 2. ...
Thu, 19 Mar, 2020 at 10:04 PM
The Settings item in the Account Menu is the central place for changing key information about your organisation. Under settings their are four tabs – ...
Sun, 11 Jul, 2021 at 4:16 PM