- Let’s get to work
- Other tidbits worth knowing
- Managing multiple calendars
How to begin? Once you sign up to Plannie, you will have to create custom availability templates and design your workweek.
Simple. Streamlined. Sweet.
Plannie automates text notifications, so your clients will get text reminders before every appointment. To customize your automated text messages open the main menu (3 stacked lines), click Settings, and select Client text messages.
Let’s see how this works:
Do you have a new service or product to share? 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.
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:
Got a new service to offer your clients? Great!
This is how to add your new service:
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:
To reschedule or edit a booked appointment, do the following:
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.
To reschedule a booked appointment, follow these steps:
Once the appointment is rescheduled, the client will automatically receive a text notification with the new information.
To change the duration of your custom availability:
Plannie syncs with all calendars: Outlook, Google Calendar, Yahoo mail and more…
Do you manage several calendars? Can you serve multiple clients simultaneously? Create additional calendars according to your business needs.