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Go back to application

Planniac Help Center ✅ How to: Get started with the initial Cloudbeds guest synchronization

The "Why to"

Be the fire 🔥Planniac: a memory supplement 💊Planniac -- go with the flow! 🚀The best time to plan? ⏰🌟 Less stress, happier guests 🌟Guests love itineraries!

User guide - the "How to"

✅ HOW TO: Getting started with Planniac ✅ HOW TO: Change your system language

FAQ - Users

🙋‍♀️ How do I reset my password?🙋‍♀️ Where do I log in?🙋‍♀️ Why does the activity say 'No capacity' or '0 available' when I try to book it?🙋‍♀️ I have Spa Planner turned on but the reservations are not showing up How to contact Planniac support

Dashboard

Needs review Third-party booking inbox

Planns

✅ HOW TO: Making your way around Planns ✅ HOW TO: Quick Planns ✅ HOW TO: All the ways to add Planns 🎖️ Pro Tip: Using Quick Planns for multiple guests doing the same activity ✅ HOW TO: Managing status updates for a smooth shift handover ✅ HOW TO: Planns page: filters ✅ HOW TO: Provider 'Not yet selected'✅ HOW TO: Hide tasks

Day view

✅ HOW TO: Work in Day View Planniac Chrome extension for Cloudbeds

Guests

✅ HOW TO: Guests list ✅ HOW TO: Use the Guest details page ✅ HOW TO: Harness the details tab ✅ HOW TO: Share links and communicate

Packages

✅ HOW TO: Work with packages

Activity & pricing catalog

✅ HOW TO: Build an effective catalog ✅ HOW TO: Set up your activity and pricing catalog ✅ HOW TO: Use Zero-Price Activities (Article 2a)✅ HOW TO: Set up complimentary or paid guest rentals Managing different pricing for hotel guests and outside guests How to: Itinerary quick picks

Reports

⭐ Daily report ⭐ In-house guests report ⭐ Restaurant report (FOH)⭐ F&B activity view Using the F&B activity calendar as an ad-hoc restaurant reservation system ⭐ Kitchen report ⭐ Exporting Planns ⭐ Tours & transfers report ⭐ House accounts

My profile

✅ HOW TO: Use 'My profile' on Planniac

Itineraries

✅ HOW TO: Share Guest Itineraries

General

✅ HOW TO: Preferred language display

Spa Planner

✅ HOW TO: Getting started with Spa Planner Understanding treatments, rooms, skills and therapists Spa Planner staffing

Admin / setup guide

Adding Planniac online offers to your own website ✅ How to: Add Planniac guest links to Cloudbeds scheduled emails

FAQ - Admin

🙋‍♀️ How do I use 'Not yet selected'? 🙋‍♀️ How do I set up 'Day View' in the catalog?

Settings

Settings > Business information Settings > General settings Settings > Roles Settings > Team members Settings > Providers Setting up primary providers and subproviders Settings > Activities > Restaurant tables Understand activity scheduling types Settings > Meal plans Settings > Pack meals Settings > Payment types Settings > Status lists Settings > Manage rooms Settings > Locations & transport Settings > Vehicles Settings > Online offers (upsell)Settings > Guest informaton Settings > Email templates Settings > Form templates Settings > Guest messaging Settings > Itinerary Setting role-based visibility BETA feature: Settings > Added items

Cloudbeds add-ons

✅ HOW TO: Link your Cloudbeds add-ons

Known issues

Planns page issues

✅ Fixed: Planns page filtering issues

Placeholder issues

✅ Fixed: Placeholders issue

Settings > Activities > Restaurant tables

Use this page to create the tables for your restaurant

Last updated: 8/22/26, 10:25 PM

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