Features · Activities · Daily use
Schedule a session on the planner
The Planner is the calendar where sessions live. Scheduling one puts a class on a specific date and time so staff and members know it's happening.
Find your view
The Planner opens on Activities. Switch between Day, Week, and Month with the toggle, and move around with Today and the arrows. Front Desk's Open planner link drops you here on the right day.
Create a session
Press New session, or click an empty slot at the time you want.
Pick the Activity.
Choosing one auto-fills the Start time and Duration (min) from its defaults. Change them if this session runs differently.
Set the Date, and a Location if it helps.
The location box suggests Room, table, vehicle…. Use Custom label to show something other than the activity name on the planner, and Notes for staff context.
Press Create session.
A confirmation reads Created session for {activity}.
Move a session
In Week view you can drag a session to a new time, and a message confirms it moved. A past session with attendance already recorded won't move. You'll see A past session with attendance recorded can't be edited. You can cancel it or add a note instead.