To create a Plan It booking calendar, click “My Plans” and press the blue + icon.
Fill in event information:
Event Name, Subject/Activity, start and end time, and location of event.
Choose Contact - Plan It will be sent to invited (i.e. checked) contacts.
Session Duration - Change length of requested session to 30, 60, 90, 120 minutes.
Requested Sessions - This designates how many sessions the organizer is requesting.
People Per Session - This designates how many people can join a time slot.
Additional information - Setting reminders, adding attachments, adding URLs, writing a description, writing what to bring.
Click “Next Step - Set Open Hours” to continue.
Click directly on the calendar to set open hours that people can book.
Click “Send Plan”
Your Plan has now been sent to all invited contacts.
To view received Plan-Its, click “Received”
Pressing Open Plan will bring you to the Plan It information page.
Clicking View Slots allows invitees to directly book onto a Plan It Booking Calendar.
Once a guest books a slot, an Event notification is sent to the guardians of the organizer to Confirm or Decline the event.
Once a guardian confirms the event, the event is added to all calendars.
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