Planner
Tasks, sticky notes, a tray of unscheduled work and time blocks, beside the calendar.
What it is
The planner beside the calendar: a plan for each day with tasks to tick off, sticky notes that show on the day, a tray of unscheduled tasks, and time blocks. A block marked Unavailable also closes those times on your booking page.
Everything it does
Tasks
A list for each day. Start one with a time ("10:30 call Dana") and it lands at that time.
Sticky notes
Coloured notes that show on the day in the calendar, readable at a glance from the month.
The tray
Tasks with no day yet. Drag one onto a day when it has a home.
Time blocks
Focus, Admin, Travel, Personal or Unavailable. Drag down an empty stretch of a week to make one.
Unavailable means closed
A block marked Unavailable closes those times on your booking page.
On the dashboard too
The Planner panel shows today: next session, today's tasks to tick and the week ahead as a strip of days.
How to use it
- Open the calendar and pick a day; the planner is on the right (P shows or hides it).
- Type a task, or start it with a time like "10:30 call Dana". Press S for a sticky note.
- To block time, open a week and drag down an empty stretch of the timeline, then choose Focus, Admin, Travel, Personal or Unavailable.
In your coaching
Block Friday 3 to 4 as Unavailable for the school run: nobody can book a check-in then. A sticky note on Monday reminds you Ben wants the 6:30 times.
Try it live
The real Planner, running on sample data in your browser. Nothing you do here is saved or sent.
Good to know
- Task and note text is encrypted at rest.
- The dashboard's Planner panel and the full calendar read the same records.
Plans
Every plan, once released. Compare plans
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