Clients - Bookings

How to Enable Customers to Book Single Sessions
For activities which can accommodate flexible arrangements, like exercise classes, it's ideal to allow clients to book a single session. From the ...
Sun, 5 Mar, 2023 at 2:48 AM
Bookings, displays a client's activity payments
The Bookings tab provides you with a client’s history of all their activity payments. Use the Search bar to filter for activity payments by typing in the ac...
Thu, 29 Jul, 2021 at 11:15 AM
How to Create an Activity Booking Request for a Client
From the Frontdesk, go to Clients and select Client List.  Fill out the Search Field and select the Actions button on the client tile, then Create acti...
Mon, 20 Mar, 2023 at 9:57 PM
Managing Equitable Access: Waitlists and Term Rollovers
This article explains how to manage high-demand activities using the Waitlist status in Social Planet, including steps for replacing departing clients mid-t...
Tue, 14 Apr, 2026 at 5:07 PM
Booking a Client into an Activity with Transport
  Go to Main Menu, select Clients then Client List Enter Client Name in Search Bar Select the Actions button above Client Tile and Create Activity Booki...
Sun, 27 Sep, 2020 at 9:14 PM
Booking a Client into an Activity with Transport
Go to Main Menu, select Clients then Client List Enter Client Name in Search Bar Select the Actions button above Client Tile and Create Activity Booking ...
Tue, 29 Sep, 2020 at 8:28 PM
Processing Online Bookings: The Current Requests View
The Current Requests view is your centralized hub for reviewing and managing all online and backend bookings. This tool is particularly valuable during peak...
Wed, 18 Mar, 2026 at 12:29 PM
How to Set Attendee Capacity for Your Activity
When you first create an activity, you set the attendee capacity in section 1. Key Information. Social Planet displays different Availability ...
Thu, 30 Mar, 2023 at 1:50 AM
How to Override the Attendee Capacity for Your Activity
To override the original attendee capacity for your activity –  From the Frontdesk, head to the Activities header, click Current and then Edit on the act...
Thu, 30 Mar, 2023 at 1:55 AM
How to Unlink a Client from an Activity Booking
If a booking has been accidentally linked to the incorrect client profile, you can easily revert the link to restore data integrity. This process returns th...
Wed, 13 May, 2026 at 9:46 PM