Quick start guide
1. Sign up for Planniac and select your billing plan
1. Sign up for Planniac and select your billing plan
You can sign up by sending us an email at info@planniac.com. Or, send us a message right on this chat and we'll respond quickly to your request
Your monthly subscription will be based on the number of rooms in your property. See our pricing options at www.planniac.com/pricing-options
2. Connect to Cloudbeds
2. Connect to Cloudbeds
With Planniac direct signup
You would provide us with your Cloudbeds property ID and we will do the backend setup allowing you to connect Planniac to Cloudbeds and give you a temporary Admin login. From there, you will be able to log in to Planniac, change your password and connect to Cloudbeds in the Admin Settings.
With Cloudbeds Marketplace signup
If you are signing up through the Cloudbeds Marketplace, and you don't have a Planniac account, that's the first step.
If you do already have a Planniac account, it will ask you to confirm that you want to connect to Planniac and then you'll get a message when you have successfully connected.
Reservations import
This is something that happens on the backend. The Planniac team does it for you once you have a Planniac account and are successfully connected to Cloudbeds. This is typically finished within 1 day.
3. Log in to Planniac at frontdesk.planniac.com
3. Log in to Planniac at frontdesk.planniac.com
When your Planniac account is set up, you'll be issued a temporary password. Use the email you provided and the temporary password from Planniac to log in. If you forget the password, don't worry, you can reset it from the login screen.
4. Customize your account settings
4. Customize your account settings
5. Add your Planniac team
5. Add your Planniac team
Find this in Settings > Team Members
Any user with Admin permission will be able to see Admin Settings on the top right of the Planniac screen.
Look on the left side for a link to Team Members
Who should be added to your Planniac team?
Any employee who needs login access to Planniac should be added as a user. You can set access permission levels according to their role.
Any employee who might be named as an assignee on tasks
Anyone who would use mobile access
Reservations agent (even if not technically an employee)
On-site tour operator or spa operator (even if not technically an employee)
Visit Settings > Team Members for more information about this setup.
Tip: Since you can control whether an employee gets access to Planniac by defining their role, it's no problem entering all employees. It's a good place to keep service-related information, such as drivers license info, etc.
6. Add your resources (such as tour operators, transfer providers, other service providers, internal departments)
6. Add your resources (such as tour operators, transfer providers, other service providers, internal departments)
The more information you add, the better. It's useful in a lot of ways.
7. Add the activities the resources provide
7. Add the activities the resources provide
After adding the activity, you'll be able to add pricing.
There's a lot more customization that you should do to set up your activities, but those are the basics! Read more about setting up your Resources in the Help Center.
8. Start making plans!
8. Start making plans!
This just scratches the surface of Planniac. Refer to the article links to our Help Center for detailed guides!