Activity Management

Understanding the Activity Summary Tabs
The activity summary tabs are where the work gets done for your activity. Much of your time will be spent here. To find this section from the Frontdesk, sel...
Sun, 5 Mar, 2023 at 12:45 AM
How to Clone an Activity For A New Term
Social Planet provides a time-saving cloning option if an activity recommences from one term to the next. You no longer need to recreate your activity pains...
Sun, 5 Mar, 2023 at 12:51 AM
How to Add New Sessions to an Activity
If you need to add more sessions to your activity  From the Frontdesk, head to the Activities header, click Current and then Edit on the activity of your...
Sun, 5 Mar, 2023 at 3:58 AM
How to Assign Notes to an Activity
Here’s how to add activity instructions so staff know what to do when running them. To find the booking section from the Frontdesk, select Current und...
Sun, 5 Mar, 2023 at 3:50 AM
How to Provide Community Transport for your Activity
Registering a Vehicle  To transport participants, you need to have vehicles registered in Social Planet, so you can assign participants to these vehicles a...
Sun, 5 Mar, 2023 at 3:55 AM
How to Request Extra Information from Customers
Through the booking section, you can request relevant information from the customer, such as dietary requirements and language levels.  To find the bo...
Sun, 5 Mar, 2023 at 2:45 AM
Cloning an Activity / Class from One Term to the Next
Social Planet saves you time by giving you a clone option.  Perfect if the class or activity commences again from one term to the next. No longer do you nee...
Fri, 11 Jun, 2021 at 2:38 PM
How to Adjust Image Size to Fit Activity Page
For images displayed on our activity card and pages, Social Planet uses a 16:9 ratio. This is the image size used mostly on computer displays and tablet com...
Sun, 5 Mar, 2023 at 4:23 AM
How to Filter Activities by Term Period and Date
1. From the Frontdesk, head to the Activities header, click Current  2. You can choose to filter by activity period or date range. 3. After making your ch...
Sun, 5 Mar, 2023 at 3:10 AM
How to Create Custom Activity Period Tags
If you’d prefer to filter your activity by semesters or other periods than terms. You can create custom tags to add to your activities. Under the Acco...
Sun, 5 Mar, 2023 at 2:56 AM