Clients - Bookings

Changing a client's ticket from Concession to Full Fee
The client doesn't meet the concession eligibility standard or you just need to change the ticket after they've been booked in.  1. Go ...
Mon, 23 Aug, 2021 at 1:27 PM
Client completes an online booking when they've been booked in
This situation occurs when a client hasn't received a booking confirmation from the staff member and has decided to go ahead with an online booking.  ...
Sun, 19 Sep, 2021 at 9:58 PM
Send a confirmation email for in-person event bookings
When you've booked a participant into a  class its valuable to send them a confirmation message  1. On the Request tab in the Activity 2. F...
Tue, 18 Jan, 2022 at 4:07 PM
Removing a client booking from a class
A person has booked into a class but is now no longer attending. Here are the steps for removing them from the Request tab. 1.  Activity Summary ...
Tue, 16 Jan, 2024 at 10:02 AM
How to roll multiple clients / students from Term to Term
With Social Planet, you can roll your client’s activity booking from one term to the next, saving time and energy. Rolling a request allows you to book a cl...
Thu, 11 Jan, 2024 at 9:23 AM
User Group, Create Activity Bookings for participants
Save time by booking clients directly into events and classes from User Groups 1. Go to Main Menu select Groups then User Groups   2. Enter ...
Fri, 21 Oct, 2022 at 12:43 PM
Create a Backend Bookings for Clients into Free Events
Go back to Main Menu, select Clients then Client List type in the Clients name in the Search Bar Then go to Actions select Create Activity Booking ...
Sun, 20 Jul, 2025 at 4:21 PM
How to Setup and Invoice NDIS Participants
This guide details how to configure NDIS support items and participant data to ensure accurate invoicing and successful plan claims Prerequisites Before c...
Fri, 6 Mar, 2026 at 2:57 PM
Processing Online Bookings: Preventing Data Overwrites and Duplicates
Why do I need to link clients? Our system prioritizes data accuracy by handling two types of online bookings differently: Online Account Bookings: ...
Wed, 13 May, 2026 at 9:48 PM