Organisational Settings

Set up your account, enter key organisational info, add your bank account details, activity policies, locations and spaces

Add Accounting Codes to Classes and Events for Invoice and Payment Reporting
Social Planet enables you to add accounting codes to specific classes and events.  The code is applied to an  invoice when a  person books and pays for the ...
Mon, 1 Nov, 2021 at 4:06 PM
How to Add Privacy, Information and Declaration Statements
Declarations are statements that a client agrees to when attending your activities. These declarations are displayed as part of the online booking process. ...
Fri, 21 Apr, 2023 at 12:22 AM
System Notifications – A Quick Guide
Social Planet keeps you informed about the actions you take within the platform.  When you create a change or enter information in new information within...
Fri, 21 Apr, 2023 at 1:20 AM
How to Create a Centre Availability Calendar
Add your centre’s closing periods to an availability calendar to ensure you aren’t delivering courses when your centre is closed. From the Frontdesk, go ...
Fri, 21 Apr, 2023 at 1:33 AM
Setting up a contact person for payments and credit card charges
Go to Main Menu select Account then Settings then select on the Finance tab Select Edit on the Notifications pane Under Copy receipts enter an email addr...
Sun, 11 Jul, 2021 at 5:12 PM
How to Setup an Electronic Visitor’s Sign-In Sheet
Social Planet collects the contact details of each visitor to your neighbourhood house, stored as a CSV file. This data can inform you how many visitors you...
Thu, 17 Oct, 2024 at 3:47 PM
Affiliations and Associations
You can promote the quality of your services, by adding logos that highlight your service’s accreditations and associations.  These icons will appear on you...
Sun, 15 Mar, 2020 at 10:18 PM
Choose the required contact fields for online bookings
Set the contact and address fields you want participants to complete when booking online.  1. Go to Main Menu select Settings then Edit the Booking Opti...
Mon, 17 Oct, 2022 at 10:12 AM
How to Add Vehicles to Your Organisation
To transport participants, you need to have vehicles registered in Social Planet, you can assign participants to these vehicles as passengers. Here’s ho...
Fri, 21 Apr, 2023 at 1:51 AM
Enabling Multifactor Authentication on your Social Planet Account
Multi-factor authentication (MFA) is one of the most effective ways to protect your Social Planet account against unauthorised access. 1. Go ...
Wed, 2 Apr, 2025 at 3:30 PM