After signing up for PlanitEasy, set up your account with company info, logo, and preferences so everything your clients see looks professional.
Accessing Account Settings
Click your company logo (or profile icon) in the top-right corner
Select My Account
You'll see settings tabs in the left sidebar
1. General Information
Company Name — appears on invoices, itineraries, and client-facing materials
Address, Phone, Website
Currency — default for invoices/pricing (can be changed per trip)
2. Upload Your Logo
Your logo appears on proposals, itineraries, invoices, and forms. Use a PNG with transparent background for best results. See Uploading a Logo to Your Profile and Invoice.
3. Email Settings
Connect your Gmail or Microsoft 365 account so emails go from your real address (improves deliverability). Set up your email signature and optionally configure domain masking.
See: Email Integration | Email Signature
4. Payment Settings (Stripe Connect)
Connect Stripe to collect credit card and ACH payments from clients. Go to My Account → Stripe Connect and click Connect with Stripe.
⚠️ Note: Stripe payments and invoicing require a Pro subscription. Lite accounts cannot access these features.
5. Team & Users
Add your advisors and ICs, and set their permissions.
Key things to know about IC permissions:
ICs can create reservations but cannot delete existing ones made by the lead advisor
ICs cannot view personal info of travelers assigned to another advisor
Forms sent by an admin on behalf of an IC come back to the admin, not the IC — ICs should send their own forms
For an IC to have full access on a trip, make them the lead advisor AND ensure travelers are assigned to them
6. Reminders & Notifications
Control what notifications you receive in My Account → Reminders. You can turn off birthday reminders, form submission notifications, and other alerts from here.
7. Branding & Customization
Itinerary Design — Classic or Modern. See Classic and Modern Itinerary Design
Invoice Settings — See Setting Up Your Invoice
Domain Masking — Use your own domain for client-facing links. See Branding Package: Domain Masking Setup
Subscription Levels
Lite — basic trip building, profiles, forms. Does NOT include invoicing or Stripe payments.
Pro — full access including invoicing, Stripe payments, and advanced features
If you or an advisor suddenly loses access to features, check My Account to verify the subscription level hasn't changed. To upgrade, see How to Upgrade Your Account.
Setup Checklist
☐ Company name and address
☐ Logo uploaded
☐ Email connected (Gmail or Microsoft 365)
☐ Email signature created
☐ Stripe connected (if collecting payments — Pro only)
☐ Team members added with correct permissions
☐ Invoice settings configured
☐ Itinerary design chosen