Welcome to Plannie

The app that takes the hassle out of all-things-scheduling

Built for client-facing businesses, Plannie simplifies appointment coordination.
Plannie frees business owners’ time and energy, so you can focus on what matters most:
attracting more clients, offering better service and growing your business.
What types of businesses? Any business, and especially client-facing service providers. Whether you’re a gym trainer, therapist, tutor or library manager - Plannie is fit for you.
The best bit? All you need is your smartphone. From there, it’s a few quick clicks, and presto - an intuitive, user-friendly experience is available to both business owners and their clients.

The User’s Guide to Plannie

Let's Get to Work

How to begin? Once you sign up to Plannie, you will have to create custom availability templates and design your workweek.
Simple. Streamlined. Sweet.

How to set custom availability?

  1. Click the main menu on the left-hand corner (3 stacked lines) and click ‘week.’
  2. Click the + sign.
  3. Set your custom availability:
    1. Choose a label for your custom availability.
      For example, “full-day,” half-day,” “clinic time,” “WFH,” “face-to-face,” “independent work.” Whatever suits you.
      Don’t worry: labels are only visible to you – your clients won’t see them.
      Choose useful and clear labels to help you manage your schedule.
    2. In the “Duration” field, set the number of hours for the custom availability. You can decide to have a break between appointments and set its duration.
    3. Define which services you will offer in custom availability.
  4. Click “create custom availability” at the top of the screen. Congratulations! You have successfully created your first custom availability.
  5. Want to create more custom availabilities? Simply repeat stages 1-4 for each custom availability you’d like to add.
  6. Once your custom availability is successfully created, simply click its label at the top and drag it onto the designated day and time on your calendar. Once placed on a specific date, note the pop-up that asks you to define whether this is a repeat availability. The maximum number of repetitions is 12, so you can plan custom availabilities for about 3 months in advance.
  7. Click ‘open availability’ to enable scheduling.
  8. Well done! Your calendar is all set and ready to be shared with your clients.

How to share your calendar with clients?

  1. After creating your calendar, click the ‘+’ button that appears on the lower-left side of the screen.
  2. Click ‘Share availability.’
  3. Select your preferred sharing channel.
  4. You will get an automated text message whenever a client schedules an appointment.

How to send appointment reminders to clients?

Plannie automates text notifications, so your clients will get text reminders before every appointment.
Let’s see how this works:

  1. Once a client schedules an appointment via your business page (s)he will immediately and automatically receive a text notification that includes the appointment time and the service requested.
  2. You can custom an additional text, so the reminder will also include your address, telephone number, and any other essential details.
    For example, if you’re a pedicurist, you may want to remind your client to bring flip-flops, and if you’re a gym trainer, this is your space to ask to bring a water bottle and a towel.
  3. According to your preference, the client will also receive a reminder on the scheduled day or the day before.
  4. In case you need to cancel or reschedule the appointment, your client will automatically get a text message with the updated appointment details.

How to customize text reminders to clients?

  1. Open the main menu (3 stacked lines).
  2. Click ‘Settings’.
  3. Click ‘Client text notifications.
  4. Choose to include address and/or phone number and add your custom message.

How to send a text reminder to all of your clients?

Are you planning a vacation? Do you want to offer a special holiday discount? With Plannie you can easily share updates and notifications with all of your clients over text.

  1. Open the main menu (3 stacked lines).
  2. Choose Clients.
  3. Click the plus sign
  4. Choose ‘Bulk message.’
  5. In the Choose contacts screen select specific clients or simply click the ‘Select all’ button.
  6. Enter your custom message.
  7. Click ‘Send’

How to customize and edit your business page?

Once you sign up to Plannie, your business page is created. You can custom your business page, so it communicates your brand values, style, and look-and-feel.
Let’s walk through this together:

  1. Open the main menu (3 stacked lines).
  2. Click ‘Settings.’
  3. Click ‘Business Page.’
  4. Choose a color palette and add rotating images.

Other Tidbits Worth Knowing

How to add a new service to your custom availability?

Got a new service to offer your clients? Great!
This is how to add your new service:

  1. Go to the main menu (3 stacked lines).
  2. Choose ‘Settings’.
  3. Choose ‘Service types”.
  4. Click the + button – ‘Add service,’ fill in the details, and click ‘Create.’

How to add an appointment scheduled with a client to the calendar?

While Plannie makes it easy for clients to self-schedule online, some clients may still prefer to coordinate their appointment with you – over a text message or the phone. That’s fine! You can manually add the appointment as follows:

  1. Click the relevant day in the calendar.
  2. Click the available time slot.
  3. Click ‘Book with client’ and select client from the list.
  4. Unlisted client? Simply click the blue plus sign to add.

How to reschedule or edit an appointment?

To reschedule or edit a booked appointment, do the following:

  1. Go to your calendar.
  2. Click and hold the appointment.
  3. Drag it to the desired time and release.
  4. Once the appointment is rescheduled, the client will receive a text notification with the new information.

To edit a meeting, tap it to get to the meeting screen. From there you can change time and date, calendar, service type, client details, add notes, or cancel the appointment entirely.

 

How to edit a custom availability?

To reschedule a booked appointment, follow these steps:

  1. Go to your calendar.
  2. Click the custom availability label you would like to edit.
  3. You can edit it’s name, duration, add or remove break times, select services or remove completely.
  4. Once done with changes, click the green Update button.

Once the appointment is rescheduled, the client will automatically receive a text notification with the new information.

How to change the custom availability duration?

To change the duration of your custom availability:

  1. Go to your calendar.
  2. Click and hold the custom availability label.
  3. Slide the white pointer that appears at the bottom of the screen to the desired time.
  4. Alternatively, double click on the desired date , click the 3 dots on the top right and select edit to change times and other attributes

How to sync an external calendar with Plannie?

Plannie syncs with all calendars: Outlook, Google Calendar, Yahoo mail and more…

  1. Open the main menu (3 stacked lines).
  2. Choose ‘Settings’.
  3. Choose ‘Sync external calendars.’
  4. Activate the ‘Display appointments from external calendars.’
  5. Select the calendar you want to sync.

Managing multiple calendars

Do you manage several calendars? Can you serve multiple clients simultaneously? Create additional calendars according to your business needs.

How to add a calendar?

  1. Open the main menu (3 stacked lines).
  2. Choose ‘Manage calendars.’
  3. Click ‘+’.
  4. Select ‘Add calendar.’
  5. Click ‘Calendar label’ and enter a clear identifying name.
  6. If you want to set a separate calendar owner, enter the owner’s email – the owner will be free to manage this calendar independently.
  7. Click ‘Create calendar.’

How to move an appointment from one calendar to another?

  1. Open the main menu (3 stacked lines).
  2. Click ‘Manage calendars.’
  3. Scroll horizontally until you arrive at the desired date.
  4. Click and hold the appointment, and then drag it to the right calendar.

Still have a question?

We’re happy to help!

We promise a human will get back to you very quickly.