Starting Out

Setting up the platform for your organisation

Twelve Steps for setting up Social Planet
Now that you have logged into Social Planet for the first time, there are a few important setup tasks to complete. These involve entering information about ...
Mon, 17 Oct, 2022 at 10:15 AM
How to Login and Navigate Social Planet
Logging In  Go to https://www.socialplanet.com.au/site/login Enter username and password. You will be taken to the Frontdesk, your homepage. ...
Mon, 8 Jan, 2024 at 11:59 AM
Help Guide
Guide  You will see on the top right-hand side of each page or window a guide icon. If you need help, select the guide button and helpful informat...
Wed, 28 Jul, 2021 at 10:12 PM
How to Create a Social Planet Activity
From the Frontdesk, go to Activities and select Add Activity+.  Enter Key Information. When creating ACFE-funded activities, always select Clas...
Wed, 14 Feb, 2024 at 11:17 AM
Add a contact person for activity enquiries
Set up a central person who is responsible for fielding questions / enquiries that arise from your events and activities.  Go to the Main Menu select...
Wed, 14 Feb, 2024 at 11:20 AM
Create a location for where your activities will be held
Before creating your first class or event in Social Planet you need to add a site.  A location for where the events will be held. Then add the spaces ie roo...
Wed, 14 Feb, 2024 at 11:22 AM
How to Create a New Client
From the Frontdesk, go to Clients and select Add Client+. Fill out the relevant information in the Person section. Preferred name will be ...
Tue, 16 Jan, 2024 at 9:25 AM
Understanding and Filling Out the Client Profile Tabs
Social Planet has found that greater participant engagement leads to greater participant retention for your activities and events. So, make sure to update y...
Mon, 20 Mar, 2023 at 9:53 PM
Email notification sent to staff when an online booking is made
Receive an email notification when  an online booking has been made.   1. Go to Main Menu select Settings then select the Requests tab 2. On the ...
Mon, 1 Nov, 2021 at 9:50 AM
Create Activity Booking for a Client
Go to Main Menu, then Clients, select Client List   In the Client List enter the Client’s Name in the Search Fields Select the Actions Button a...
Wed, 14 Feb, 2024 at 11:23 AM