Planyo - Help

Set-up Assistant

Frequently Asked Questions

Tutorial movies

Finding your way around the Planyo backend
Setting the price based on form item choices
Allow customers to schedule an online Zoom meeting
Setting up the availability of your hour-based resources
Setting up the availability of your event resources
Integration with Zapier and DocuSign: Send a document signing request with prefilled data for new Planyo reservations
Integration with Make and a 3rd-party SMS service: Send an SMS to the customer when their reservation is confirmed

Text tutorials

How to set up prices of resources
How to tell Planyo when my resources are available for rental
Configuring emails and text notifications sent by Planyo
Creating reports
Configuring the presentation of your offer and the reservation process
Configuring the availability search
How to customize the look&feel of the booking process
Setting up daily lottery deciding which customers get access to next day's event using Zapier and waiting lists
Setting up a multi-step manual reservation process including a price quotation sent to the customer, upload of signed contract, manual confirmation and online payment
Administration of a Planyo account by multiple users
Step-by-step integration tutorials: Drupal | Joomla | WordPress | Weebly | Jimdo | Squarespace

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