✅ HOW TO: All the ways to add Planns

To add a new activity to the itinerary for a guest, you have several different options.

We've tried to make it easy for you to add guest plans from wherever you're working within Planniac. Here are all the different options.

1. Add them from the Planns page (a no-brainer, right?)

This is the core of Planniac. When you click the "Add plann" button on the top right of the page, it will open an activity detail page. There, you'll select the guest, the activity, the provider, the date and the status (and many other option details).

2. Add a placeholder from the guest list page

A placeholder inserts a very minimal entry, with the guest's name and the activity type like "Tour" or "Spa". It puts it on the calendar on the first day after their arrival, or the day of their arrival or departure if it involves a transfer.

3. Add a placeholder from the guest detail page

Just like the placeholder from the guest list page, you can create a placeholder while on the guest detail page to 'hold that thought'.

4. Use the Quick Planns feature

This might become your most used Planniac tool! It's a shortcut when you're working in a hurry. Just make sure you capture all the necessary details -- and sometimes that means creating the Plann with the full 'Add Plann' tool instead,

5. Add a Quick Plann from mobile Planniac

Mobile Quick planns work the same way. Take care of recording a guest request while you're chatting with them by the pool -- or use it for the activities that are easy to book without a lot of details.

6. On the Daily Report, click 'Add plann' from the Actions menu

Just what it says! Another shortcut to use when your looking over today or tomorrow's daily report and you discover a plann needs to be made.