One benefit of Planniac is making note of guest requests well into the future, even if you are not ready to confirm plans.
For example, let's say a guest is arriving many months from now but in their initial correspondence with you they tell you they are very excited to come to your area because of all the unique tour options available in the area. Wouldn't you like your resort to do the activity booking when the time comes and possibly earn commissions?
Instead of just adding notes to Cloudbeds, why not put the tentative activities on Planniac so you remember to follow up when the time comes? We call them opportunities. You can do this without committing yourselves or the guest to anything -- but there's less chance you'll overlook this later. The Planns on the dashboard would look something like this.
You can make notes for quick reference. (Hover over an activity with the "i" symbol to see the note).
Notice in this example we created a special status called "Opportunity" to indicate it's an upsell opportunity. (Customize your status lists in SETTINGS > Status Lists).