Once you sign up, PlanitEasy will walk you through a few questions to complete.

Please follow these recommended steps below to get started:

Go to the 'My Account' section (found at the top right corner of your page in your profile avatar) and check/edit your general information. Ex. Name, email, number, work title.

My Account page explained (video 5 min)

In the top left corner of your page, click the red button "Create" from your dashboard and select the 'Trip' option from the pop up that will appear,

Choose between Individual or Group trip. Once you choose one of the two options, you will be directed to the next page so you can add the 'Trip Name'.

Search and select the destination

Searching for the destination name of your trip will search Google which will provide you with a picture for the background of your proposal. This image can be changed at a later time.

Add dates of travel (if required) and press the pink 'Save' button.

Once you are at your 'Planner' page, please adjust your settings from 'LIST VIEW' to 'TAB VIEW' as shown in the screenshot below.

Click on the travelers tab to add travelers to your trip if required (Can be added now or later).

Start typing in the 'Add travelers here' field. This will search your client profiles within PlanitEasy or it will prompt you to select 'add new' if nobody was found.

*If you select 'add new', a pop up will appear. All you need to add is the first and last name plus the primary email address. That's it, just press Save on the pop up and now you have added this new traveler to your trip and also to your Profiles section*

Click the 'Reservations' tab as shown below.

Then, click on +Add on the Day 1 line to add the Reservation type.

Enter the name of your hotel, restaurant, location etc. The details of each location will then be auto-filled by our sources including 10 photos.

Adding content in the description section of each reservation is always a plus, feel free to copy/paste pertinent information for your client.

Reservation Articles (return here after using these articles to add your reservations)

Adding Flights

Adding Hotels

Adding Cruises

Adding Transportation

NOTE: Remember to check the dates and enter times of each reservation correctly so that they can appear correctly in chronological order on the itinerary. Save your work to the library at the bottom left of each reservation (for future use) and then save the current reservation to close the reservation card.

Click the itinerary that has been created directly under the pink "add new itinerary" on the left hand side to review your work so far.

NOTE: Your itinerary/proposal is an accumulation of the reservations you have made, without the reservations, your itinerary/proposal will be empty.

Now that you are in the Client Itinerary page, you can review and select what to keep in your itinerary by toggling the on/off green buttons on the left-hand bar.

You can choose to show or hide prices, suppliers, summaries, and other fields and sections.

Once you have decided what to show your client, you can press the 'Share' button at the very top and choose how to send it. You can either send it as a link in the body of another email, you can email it directly from our platform or you can send it as a PDF.

Enter the reservation that you have added a price to and select 'Client approved' from the drop down list. *Important for sales reporting*

Once you select the 'client approved' status, another box will appear for you to add the payment status of your client. *Important for trip status and sales reports*

Open the Reservation and go to the proposal tab, you will be able to add your commission under the price section.

In the Reservation, go to the 'Client Approved' tab and add the supplier's name as shown below in the 'booked through supplier' field.

If you have not added this supplier to your supplier profiles, you can add it in that field by selecting 'add new' and putting basic information.

*Important for tracking commission*

In the Reservation you can add supplier confirmation numbers in the 'confirmation ID - supplier' field. This applies to all reservation types except for Hotels and Cruise Cabins.

*Hotel and Cruise confirmations will be entered within the room or cabin that the traveler is added to*

While in the Trip Planner, go to the left hand side bar and click on the 'checklist' tab to open it. Then select 'add new task'.

Step 2: This will open the task popup at which point you can add the title, description and date you want the task to be completed by.

*Important* The task reminder at the bottom has nothing to do with the completion date of the task. When you add the date you want the task to be completed by, it will stay on your dashboard and trip until you mark it as completed.

The 'task reminder' is there for you to set up a reminder to attend to your task on a set date before the task is due to be completed.

While in the Trip Planner, go to bar on the left hand side and click on the 'Checklist' tab and select "+ Template". Select the checklist that you want and then press "import" at the bottom. You will now see your checklist with the tasks on the left hand bar.

From the dashboard, under Tasks, you can see all the tasks that are on your trips with their set dates. Check mark the box to the left when you have completed a task and it will be moved to the 'completed tasks' archive.