DEX - Workflows
From the Social Planet Front Desk Select on Clients then Add Client + Enter Client Information Go to DEX CM ...
Fri, 11 Jul, 2025 at 2:34 PM
Go to www.socialplanet.com.au Then select Login Enter your Username and Password and select Login Then select on your Organisation...
Fri, 11 Jul, 2025 at 2:38 PM
Go to Social Planet Front Desk Select on Clients then Client List Lookup Client to see if they’ve been already entered. Search First Na...
Fri, 11 Jul, 2025 at 3:19 PM
Social Planet (SaaS) Social Planet helps Community Centres deliver programs and classes for clients. It enables people to book online or for staff to bo...
Mon, 14 Jul, 2025 at 11:46 AM
Go to Switch to DEX CM Select on Dashboard > Team Go to Client List > Add Client Enter Client Name, Email, Mobile and Phon...
Wed, 16 Jul, 2025 at 5:28 PM
In the Switch to DEX CM Select on your Team in the Dashboard Select on Case File Use Search to find an existing Case File or ...
Mon, 14 Jul, 2025 at 12:04 PM
Steps needed to create a Group or Program Activity in Social Planet First Step - Create your Activity Go to Social Planet, Front Desk Go t...
Tue, 7 Oct, 2025 at 2:06 PM
Go to Activities then Current In the Search enter the Activity Name ie Community Skills & Wellbeing Fair Then select Edit In the Det...
Tue, 7 Oct, 2025 at 2:11 PM
Go to Social Planet, then Clients click on Client List Then in the Client List > Search Client Name or Mobile. Make sure clients have alrea...
Tue, 15 Jul, 2025 at 11:21 AM
If you use Social Planet to manage activities and need to report the attendance data and create a Community SCORE in DEX CM, follow these steps. Before...
Tue, 7 Oct, 2025 at 4:23 PM