Social Planet

Accurately marking the attendance roll for every session is valuable for funding compliance and provides the definitive data needed for performance reports ...

From the Frontdesk, go to Notes and select Notes List. Notes appear in chronological order.  To find a note, enter the note’s title or the tag name...

If a client goes on holiday, needs to be placed on a waitlist or is an unsuitable fit for an activity, their status must be changed through the Activity Req...

This feature is beneficial for trainers who need to be aware of a client’s health needs. First, to add emergency health information follow the How to Ad...

Organising a special community event such as a garage sale or cake stall and needing participants to give you more detailed information then use Expression ...

If you're having difficulties allocating existing clients to the attendance roll its possibly due to the Expression of Interest booking type.  When ...

If you have inadvertently archived a client you can restore them back to your active list. Here's how 1. Go to Main Menu, select on the Client List ...

1. Go to Main Menu then Clients select Client List  2. Enter in Search the client's first name, surname or mobile  3. Then select Archive  ...

1. In the Activity Summary > Request tab in the Client Tile under Session Allocation, you can see if the person is assigned to the attendance sheet.  ...