Plan-It Booking Calendars

Note: Plan-It booking calendars are 1 week long, and can be planned up to 1 week in advance.

  • 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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