The new Planner: everything you can do with it

The planner and the booking screen have been given a completely new design: smarter, more modern and with more overview. These are the screens you spend the most time in, and where, on a busy Monday morning, a receptionist needs to see what's going on within seconds.

The result: you now set up the planner yourself. Choose your own view, decide what information appears on the event cards, and Club Planner remembers your preference. Per employee, not per club.

Your data, settings and keyboard shortcuts remain unchanged. You don't have to set anything up again to get started.

In this article you'll read how the full planner works, what the difference is between the Week and the Resources view, how to tailor everything to your needs, and what's changing in the booking screen.

In brief: what's new?

In the planner

• Five views: Day, Week, Month, List and Resources — and Resources can be set to location or coach
• Three densities (Compact, Comfort, Spacious) that let you decide how many hours fit on your screen
• Choose for yourself what appears on the event card: coach, location, occupancy, waiting list and more
• Fully personalisable per employee, not per club
• Filters with counter and chips, so you can always see which filter is active
• Select multiple activities at once and copy, repeat or cancel them in one go
• Status labels in text (empty, partial, full, cancelled) — no longer just a splash of colour

In the booking screen

• Everything in one overview: bookings, waiting list, cancellations, payments and history in separate tabs
• Add a member in one smooth dialogue — membership, price category and additional questions follow one another as steps, instead of windows stacked on top of each other
• Give someone from the waiting list a free spot in one click
• Email participants or export the list, and choose for yourself which columns you see
• Now also works smoothly on mobile and tablet

The five views

You switch view at the top right. Your choice is saved: come back tomorrow and the planner opens in the view you last used.

Day shows a single day across the full width. Handy when you want to look very precisely at a busy day, or when you're working on a narrower screen.

Week shows seven day columns side by side, from Monday to Sunday. This is the default view for most clubs.

Month gives you an overview of the whole month. For each day it shows the first activities; if there are more, a + x more link appears that you click to see the rest. That way even a full month stays readable.

List puts all the activities for the period underneath each other in a table, grouped by day, with columns for Time, Activity, Coach, Location and Occupancy. This is the quickest way to run through a week or print it out.

Resources shows a single day, but with a column per resource — a room or an employee, depending on how you set it up. More on that below, because this is the view that gets misunderstood the most, and at the same time the most powerful one.

Week versus Resources: the difference

This is the most important choice in the planner, and it's simpler than it seems:

Week answers the question "when?".
Resources answers the question "where?" or "who?".

In the Week view, every column is a day. You see seven days side by side, and all the activities appear together in those day columns. Perfect for building up your weekly planning or for seeing how full your week is.

In the Resources view, every column is a resource. And that's where the innovation lies: you decide for yourself what a resource is.

Resources as location. Each column is a room or court: Hall 1, Squash Court 1, Badminton Court 2, Boulder, Studio — exactly as you've set them up in your club settings. You see a single day, and immediately which room is occupied and which is free.

Resources as employee. Each column is a coach or employee. At a glance you see your team's full day side by side: who's giving what, who's fully booked, who still has room, and where there's a gap to schedule a PT session.

When do you use which?

Use Week when you're building up or checking your group class schedule, when you want to see how busy the coming days are, or when you want to move a class to another day.

Use Resources by location when your club has several halls, courts or rooms. For a club with squash or badminton courts, a bouldering hall and a studio, this is the view you start your day in each morning. At a glance you see where there's still space, and whether two activities have accidentally ended up in the same room.

Use Resources by employee when you work with a team of coaches. If someone calls for personal training, you immediately see which coach is still free that day — without switching screens. If a coach calls in sick, you see in the same view who can take over their classes.

Tip: the planner remembers your choice. If you mostly work with court hire, set Resources by location as your fixed view. If you manage a team of coaches, set it to employee. You'll start each day straight away in the right picture.

Tailor the planner to your needs

This is where the biggest change lies. The planner is no longer a single fixed picture for everyone — you set it up the way you work.

Density: how many hours do you want to see?

To the right of the search bar are three small buttons: Compact, Comfort and Spacious. They determine how tall each time slot is, and therefore how much of your day fits on one screen.

• Compact — the most hours in view, without scrolling. Ideal for quickly seeing what's happening that day.
• Comfort — the default, a balance between overview and readability.
• Spacious — lots of room per activity. Handy for a busy hall with many short bookings one after another.

Feel free to click through the three: you'll see the difference immediately, and it doesn't change anything about your planning.

Choose for yourself what appears on an event card

Click the View button at the top right of the calendar. You'll get a list of fields that you can each turn on or off individually:

• Activity name — the name of the class
• Time — start and end time
• Coach — who gives the class
• Location — which room
• Occupancy — counter plus status label
• Waiting list — whether people are waiting
• Memo — note on the class
• Participants — first names of those enrolled

Working at reception and mainly want to see who's teaching and how full it is? Turn off Memo and Participants. Are you a coach and want to see who's coming? Turn on Participants.

This is personal. What you set applies to your account, not to the whole club. Your colleague at the desk and the coach in the hall look at the same planning, each with the information that's right for their work.

Filters that show what they do

Click Filter and you filter on Activity type, Location and Status. Two things that make daily use much more pleasant:

• A counter appears on the Filter button showing the number of active filters
• Each active filter appears as a chip next to the button, with a cross to remove it straight away

So you never have to open the filter panel again to check whether something is still switched on. You can see it.

Searching

Type in the search field and the view you're looking at is filtered immediately. Your search term appears as a chip, and with the cross you clear it in one click.

Working with activities

Opening an activity

Double-click an activity to open it. You'll arrive at the booking screen, which is covered in detail later in this article.

Move your mouse over an activity without clicking, and you'll see a quick card with the key info: name, day and time, coach, room and occupancy — plus an Open link if you want to go further.

Multiple activities at once

A single click on an activity selects it. A bar with actions appears at the bottom, and you can simply keep clicking to add more activities to your selection. In that bar you'll find, among others, Copy, Repeat, Cancel and Edit.

This way you adjust a whole series of classes in one move, instead of opening them one by one. With Deselect you empty your selection again.

Moving an activity

Drag an activity to a different time or a different day. It's saved immediately.

Please note: a move takes effect straight away. If there are already bookings on the activity, do check whether you need to notify your members.

Repeating an activity

Select an activity and click Repeat in the action bar. You choose a repeat pattern — daily, weekly, monthly, yearly or only on weekdays — indicate how often the activity recurs, and until when.

That way you build a full seasonal schedule without entering each class separately.

The booking screen

When you open an activity, you arrive at the new booking screen. Previously, windows would stack on top of each other here. Now it's one overview where everything is close at hand.

Everything in tabs

At the top you'll find the tabs for the same activity:

• Bookings — who is enrolled, and who cancelled
• Waiting list — who is waiting for a free spot
• Settings — activity type, time, location, coach, capacity, colour and note
• History — what changes have been made, and by whom
• Payments — the financial side of this activity

You jump between them without leaving the screen, and without losing your place in the planner.

Add a member in one smooth dialogue

This is the biggest improvement for anyone working at the desk. Enrolling a member now runs as one continuous series of steps: you choose the member, then the membership, then the price category, and finally you answer any additional questions.

No more windows opening on top of each other. You can always see where you are and what's still to come.

From waiting list to free spot in one click

When a spot becomes free, you go to the Waiting list tab and give someone that spot in one click. The person moves straight to the bookings.

Emailing and exporting participants

From the participant list you email everyone enrolled in one move — handy when a class is moved or the coach changes. You can also export the list, for example to print it and take it to the hall.

And just as with the event cards, you decide for yourself which columns you see in that list.

On mobile and tablet too

The booking screen now works smoothly on a smaller screen. If you're in the hall with a tablet, you can enrol someone or take them off the waiting list on the spot.

What does it give you?

Everyone sees what they need. Reception, the coach and the club manager look at the same planning, but each with the view, fields and filters that are right for their work. Personalisation per employee, not per club — that's the difference from before.

You see more on one screen. With Compact, considerably more of your day fits into view than before. Less scrolling, a faster answer.

You choose whether you look at rooms or at people. The same day, two completely different questions answered — without switching screens.

Enrolling goes smoothly. One continuous dialogue instead of windows on top of each other. That saves time at the desk, and mistakes among new employees.

Full and cancelled classes stand out. Status labels now appear in text next to the occupancy figures, and cancelled activities are struck through. Even someone who finds colours hard to tell apart sees at a glance what's going on.

Adjusting multiple classes takes one action. Select, choose action, done.

You can work from the floor. The booking screen works on mobile and tablet, so you don't have to go back to the desk to enrol someone.

Your settings stay put. View, density and card fields are saved. You set it up once, and that's it.

Frequently asked questions

Do I have to set everything up again after the update?
No. Your data, settings and keyboard shortcuts remain unchanged. Everything that's new comes on top of that.

Do my settings also apply to my colleagues?
No. View, density and event card fields are personal and apply per employee, not per club. Each colleague sets up the planner in the way that suits their work best.

I can see the Resources view, but it doesn't show the columns I expect.
Resources can be set to location or to coach. If you see rooms where you expect coaches (or the other way around), the view is set to the other option. Columns that are missing entirely come from your locations or your employees in the club settings — add them there and they'll appear in the planner.

Can I schedule an activity without an activity type?
Yes. Handy for internal tasks such as cleaning or maintenance: you simply block a time slot. Do give the activity a clear name, and turn on Private if it shouldn't appear on your public calendar.

My planner always opens in the wrong view.
Switch once to the view you want. From then on, the planner opens there.

Why don't I see any activities early in the morning?
A calendar's visible hours are a setting per calendar. If your club runs early classes, have that start time adjusted so they fall within the window.

Questions about the planner? Our support team is happy to help you via the usual channels.