Tutorials

All Users

  1. Click “Create New Account”
  2. Enter E-Mail and Passwords
  3. Click “Next”
  4. Enter your First Name and Last Name. Additional information may be entered here but is not required.
  5. If you have no children click “Done”. If you do have children click “Add Children” and continue to the next step.
  6. Enter Child First Name (and edit Last Name if wanted).
  7. If you want to change the color that will represent this child click the color and select the desired color.
  8. If no more children then click “Done” in upper right, if more children click “Add Another Child” and complete steps 4-8 for each additional child and then click “Done”
  9. Click OK to New account created successfully message.
  10. You may now login with your newly created account.
  1. Click + in upper right corner on any main screen
  2. Click “Schedule Event”
  3. Click Invite “Select a group >”
  4. Click desired group(s) or Custom to Select Specific Families
    1. If Custom was Selected
    2. Click a Group That Includes the Desired Kid(s)
    3. Select All the Desired Kid(s)
  5. Click Done
  6. If Family Group selected then choose Group Type and Child if applicable
  7. Enter Title
  8. Optional Enter Location
  9. Select Start Time/Date
  10. Select End Time/Date if needed (Default is 1 hour after Start Time)
  11. Optional Select Repeat
  12. Optional Select Reminder
  13. Optional Select 2nd Reminder
  14. Optional Turn on RSVP if needed
  15. Optional Enter Notes/Message
  16. Click Done
  1. Click + in upper right corner on any main screen
  2. Click Message
  3. Click Invite
  4. Click desired group(s) or Custom to Select Specific Families
    1. If Custom was Selected
    2. Click a Group That Includes the Desired Kid(s)
    3. Select All the Desired Kid(s)
  5. Click Done
  6. Optional: To Send Later or Save as Draft Click “Send Now“ to Right of Send/Save
    1. If Click Send Later Select Date and Time to Send Message
    2. If Click “Save as Draft“ Message Will Be Saved in Pending/Drafts in More Section
    3. Enter Title/Subject
    4. Optional Enter Message
    5. Optional Add Photo by Clicking Add Photo Button then Selecting Photos and Click Done
    6. Click Done
  1. Click + in upper right corner on any main screen
  2. Click Photo
  3. Click Invite
  4. Click desired group(s) or Custom to Select Specific Families
    1. If Custom was Selected
    2. Click a Group That Includes the Desired Kid(s)
    3. Select All the Desired Kid(s)
  5. Click Done
  6. Enter Title
  7. Click Add Photo
  8. Select All Photos to Add and Click Done
  9. Optional Add Description to Photos
  10. Click Done
  1. Click + in upper right corner on any main screen
  2. Click Homework
  3. Click Assign to
  4. Click desired group(s) or Custom to Select Specific Families
    1. If Custom was Selected
    2. Click a Group That Includes the Desired Kid(s)
    3. Select All the Desired Kid(s)
  5. Click Done
  6. If Family Group Select Child if Desired
  7. Enter Homework Title
  8. Select Type – Daily or Test/Project
  9. Optional Select Assigned Date if not today
  10. Select Due Date
  11. Optional Select Repeat Frequency (Coming Soon)
  12. Optional Enter Note/Message
  13. Click Done
  1. Click + in Upper Right Corner
  2. Click Sign-up
  3. Click Volunteer
  4. Click Invite Select a group >
  5. Click Desired Group(s) or Custom to Select Specific Families
    1. If Custom was Selected
    2. Click a Group That Includes the Desired Kid(s)
    3. Select All the Desired Kid(s)
  6. Click Done
  7. Enter Title
  8. Optional Enter Location
  9. Optional Select All Day if Applicable
  10. Select Start Date and Time
  11. Select End Time/Date if needed (Default is 1 hour after Start Time)
  12. Optional Select Repeat
  13. Optional Select Reminder
  14. Optional Select 2nd Reminder
  15. Optional Enter Notes/Message
  16. Click Next in Upper Right
  17. Enter Volunteer Item Name (For example: “Main Course“ if the Event is a Potluck
  18. Enter the # of Parents that You Would Like to Volunteer for the Item
  19. Optional Click +Add more volunteer items and repeat Steps 16 - 18 as Needed
  20. Click Done in Upper Right
  1. Click the Volunteer Event in the Schedule or in Sign ups/RSVPs in More Section
  2. Click “Volunteers Needed Click Here“
  3. Click “Volunteer - Click Here“ for Desired Volunteer Item
  4. Optional Enter Notes
  5. Click Ok
  1. Click the Sign-Up Event or Message Found in One of These Locations...
    1. Within the Schedule View
    2. In Sign ups/RSVPs in More Section
    3. Sign-Up Message in the Messages Section
  2. Click Sign-Up Click Here
  3. View the Available Time Slots
  4. Click Reserve Next to Desired Time Slot
  5. Click Child's Name to Confirm Booking
  1. Click the Sign-Up Event or Message Found in One of These Locations...
    1. Within the Schedule View
    2. In Sign ups/RSVPs in More Section
    3. Sign-Up Message in the Messages Section
  2. Click Edit Time Slot in Schedule Event or Sign-Up Click Here in Message
  3. View the Available Time Slots
  4. Click Reserve Next to New Desired Time Slot
  5. Click Child's Name to Confirm New Booking
  1. Click Desired Schedule Event
  2. Click Edit at Top Right
  3. Make Desired Changes
  4. Click Done at Top Right
  1. Click Desired Schedule Event
  2. Click Edit at Top Right
  3. Click Cancel Event at Bottom
  4. Confirm Cancel
  1. Click More in Footer
  2. Click Pending/Draft
  3. Click Desired Message
  4. Edit Send/Save, Title, Message, and/or Photos
  5. To Send a Draft Change the Send/Save and Select Send Now or Send Later
  6. Click Done in Upper Right to Save Changes
  1. Click + in upper right corner on any main screen
  2. Select Any Option for What You Want to Create
  3. Click Select a group
  4. Click Custom (at the top)
  5. Click the Group that Contains the Desired Children
  6. Select the Desired Children (1 or more)
  7. Optional Click Back to Select Additional Children from Other Group(s)
  8. Click Done When All Selection are Complete
  1. Enter E-Mail
  2. Click “Reset Password”
  3. An email will be sent with a link to reset your password.
  4. Click link in email and enter new password
  5. Click “Change Password”
  6. Now you may login with the new password
  1. Click Settings Cog
  2. Click “User”
  3. Click “Kids”
  4. Click + in Upper Left
  5. Enter Child First Name
  6. Optional: Edit Child Last Name
  7. Optional: Select Color
  8. If no more children to add click “Done”. If More Children to Add Click “Add Another Child +” and complete steps e-g for new child.
  1. Click Settings Cog
  2. Click “User”
  3. Click “Kids”
  4. Click Desired Child
  5. Click “Delete”
  6. Confirm Delete
  1. Click Filter
  2. Select Desired Kids and/or Activities
  3. Click Done
  1. Click Filter
  2. Click Select All
  3. Click Done
  1. Click Search
  2. Select Schedule, Messages, or Homework
  3. Type Search into Search Box
  4. Select Desired Result
  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Kids
  4. Click Desired Child
  5. Click Color
  6. Select Color
  7. Click Done
  1. Click Settings Cog at Top Left
  2. Click User
  3. Toggle Email Delivery
  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Contact Info
  4. Update desired info
  5. Click Done
  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Contact Permissions Default
  4. Update Toggle Switches to Share More/Less Information. Information Set with the Blue Showing will be Shared.
  5. Click Back or Select Icon on Footer
  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Activities
  4. Select Child who is in Desired Group
  5. Select Group
  6. Toggle Calendar Auto-Sync Setting and if turning on then Select Calendar to Sync With
*Please Note: You must open/launch the Parent Planet App for Calendar Sync to run. We suggest launching the app whenever new events are received in order to ensure your calendar is synchronized properly.
  1. Click the Desired Schedule Event
  2. Click “Add to” next to Calendar
  3. Select Desired Calendar
*Please Note: You must open/launch the Parent Planet App for Calendar Sync to run. We suggest launching the app whenever new events are received in order to ensure your calendar is synchronized properly.
  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Activities
  4. Select Child who is in Desired Group
  5. Select Group
  6. Toggle Alerts Setting
  1. Click Settings Cog
  2. Click “My Groups”
  3. Click +
  4. Enter Group Name
  5. Select Group Type (Icon will be determined by this selection)
  6. Optional: Enter Group Description
  7. Click “Done”
  1. Click Settings Cog
  2. Click “My Groups”
  3. Click Desired My Group
  4. Click “Members”
  5. Click +
  6. Choose Desired Method to Add Child
    1. Enter User or Child ID
      1. Enter User or Child ID #
      2. Click “Submit”
    2. Enter Email and Name
      1. Enter Child First Name
      2. Enter Child Last Name
      3. Enter Parent’s Email Address
      4. Click “Submit”
  1. Click Settings Cog
  2. Click “My Groups”
  3. Click Desired My Group
  4. Click “Members”
  5. Click Grey Circle to Left of Child to Delete
  6. Click Red Delete Button
  7. Confirm Deletion of Child

Organizations/Group Admins

  1. Click + in Upper Right Corner
  2. Click Emergency Message
  3. Click OK to Confirm Sending via Emergency Methods
  4. Click Invite Select a group >
  5. Select Desired Group(s) and Click Done
  6. Confirm Delivery Methods. Clicking an Icon will Disable that Method and Turn it Black (By Default All 3 Methods are Selected for You)
  7. Enter Title
  8. Enter Message
  9. Click Done in Upper Right Corner
  1. On Any Main View Click + in Upper Right Corner
  2. Click Sign-Up
  3. Click Time Slot/Conferences
  4. Click Invite Select a group
  5. Select Desired Group
  6. Enter Title
  7. Optional Enter Location
  8. Select Start Time for Time Block 1
  9. Select End Time for Time Block 1
    1. If Additional Blocks Needed Click + Add Time Block
    2. Select Start Time for New Block
    3. Select End Time for New Block
    4. Repeat Adding More Time Blocks as Needed
  10. Select Meeting Duration Length
  11. Optional Select Reminder
  12. Optional Select Second Reminder
  13. Optional Enter Notes/Message
  14. Click Next in Upper Right Corner
  15. Optional Click Available Next to Any Time Slot
    1. To Delete the Time Slot Select Delete Time Slot
    2. To Assign a Specific Child to the Time Slot
      1. Click Select Child
      2. Select Child
      3. Click Done in Upper Right
  16. Confirm Everything is Correct
  17. Click Done in Upper Right
  1. Click More in Footer
  2. Click Sign ups/RSVPs
  3. Click Desired Time Slots/Conference Sign-Up Event
  4. To Modify or Delete a Time Slot Click the Desired Time Slot and Select...
    1. Available - to Make the Time Slot Available
    2. Delete Time Slot - to Remove the Time Slot
    3. Select Child - to Assign a Specific Child to the Time Slot
    4. Please Note: Any Changes Adding or Removing a Child from a Time Slot Will Automatically Send a Notification to the Parents
  5. Click + Add Time Block to Create an Additional Time Block
  6. Adjust Reminders as Needed
  7. Edit Notes/Message as Needed
  8. Click Done in Upper Right to Save Changes
  1. Click More in Footer
  2. Click Sign ups/RSVPs
  3. Click Desired Volunteer Sign-Up Event
  4. Click VOLUNTEERING
  5. To Add or Remove a Volunteer Click Add/Edit Volunteers
  6. Select or Un-Select Parents as Desired
  7. Click Done in Upper Right
  8. Please Note: Adding or Removing Volunteers will Automatically Send Notifications to those Users
  1. Click More in Footer
  2. Click Sign ups/RSVPs
  3. Click Desired RSVP Event
  4. You Can View All Details for Yes, No, and No Reply
  5. To Adjust an RSVP Select the Drop Down to the Right of the Desired User and Select Yes or No
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Students
  5. Click + at Top Right
  6. Select Desired Method
    1. Enter Child ID
      1. Enter Child ID (Child ID can be obtained by the parent by having them navigate in their app as follows… Settings, User, Kids and selecting a child)
      2. Click Submit
    2. Enter Email and Student Name
      1. Enter Child’s First Name
      2. Enter Child’s Last Name
      3. Enter Email Address of Parent
      4. Click Submit
    3. Scan QR Code (Coming Soon)
      1. Use Camera to Scan Student’s QR Code
    4. Enter Mobile # and Child’s Name (Coming Soon)
      1. Enter Mobile Phone Number of Parent
      2. Enter Child’s First Name
      3. Enter Child’s Last Name
      4. Click Done
    5. My Phone’s Contacts (Coming Soon)
      1. Select Contact from Your Phone’s Contact List
      2. Enter Child’s First Name
      3. Enter Child’s Last Name
      4. Click Done
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Students
  5. Click Edit
  6. Click Grey Circle(s) to Left of Desired Student’s Name(s)
  7. Click Delete at Top Right
  8. Confirm Delete
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Students
  5. Click Desired Student’s Name
    1. Edit Existing Info
      1. Click Edit to Right of Contact to Update
      2. Make Desired Changes
      3. Click Done
    2. Add New Parent For Child
      1. Click + in Upper Right Corner
      2. Enter Contact Information
      3. Click Done
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Staff
  5. Click + at Top Right
  6. Click Enter Staff Email
  7. Enter First Name
  8. Enter Last Name
  9. Enter Staff Email Address
  10. Click Submit
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Staff
  5. Click Permissions Drop-Down of Desired Staff Member and Select Desired New Permission Level
  6. Click Done at Top Right
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Staff
  5. Click Grey Circle to Left of Desired Staff Member
  6. Click Delete Box
  7. Confirm Delete
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Edit at Top Right
  5. Make Desired Changes
  6. Click Done at Top Right
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Students
  7. Click + at Top Right
  8. Select Desired Method
    1. Add from Organization
      1. To Select Individual Students
        1. Click Right Arrow Next to Desired Group that Student is in
        2. Click Grey Circle to Left of Desired Student(s)
        3. Click Done at Top Right to Confirm Selections on this Page
        4. If Additional Students Needed Repeat Steps 1-3
        5. When Finished Click Done to Add Students to Group OR Click Cancel to Undo Changes
      2. To Select Entire Group(s) of Students
        1. Click Check Mark to Left of Desired Group(s)
        2. When Finished Click Done to Add Students to group OR Click Cancel to Undo Changes
    2. Enter Child ID #
      1. Enter Child ID # (Child ID can be obtained by the parent by having them navigate in their app as follows… Settings, User, Kids and selecting a child)
      2. Click Submit
    3. Enter Email and Student Name
      1. Enter Child’s First Name
      2. Enter Child’s Last Name
      3. Enter Email Address of Parent
      4. Click Submit
    4. Scan QR Code (Coming Soon)
      1. Use Camera to Scan Student’s QR Code (Parent can access their child’s QR Code by navigating to Settings, User, Kids, Select Child)
    5. Enter Mobile # and Child’s Name (Coming Soon)
      1. Enter Mobile Phone Number of Parent
      2. Enter Child’s First Name
      3. Enter Child’s Last Name
      4. Click Submit
    6. My Phone’s Contacts (Coming Soon)
      1. Select Contact from Your Phone’s Contact List
      2. Enter Child’s First Name
      3. Enter Child’s Last Name
      4. Click Submit
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Students
  7. Click Grey Circle to Left of Desired Student
  8. Click Delete to Right of Student
  9. Confirm Delete
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Group Administrators
  7. Click +
  8. Choose Desired Method
    1. Add From Organization
      1. Click Check Mark to Left of Desired Person
      2. Click Done
    2. Enter E-mail
      1. Enter E-mail Address
      2. Click Submit
    3. Scan QR Code (Coming Soon)
      1. Use Camera to Scan QR Code of User
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Group Administrators
  7. Click Check Mark to Left of Name
  8. Click Delete to Right of Name
  9. Click Done
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Group Administrators
  7. Edit Title
  8. Click Done
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Click + at Top Right
  6. Enter Group Name
  7. Optional: If New Group is a Sub-Group of an Existing Group Select Sub-Group of… ex. Mrs. Apple’s Kindergarten Class is a Sub-Group of Kindergarten or Kindergarten could be a Sub-Group of ABC School Group.
  8. Select Group Label (Colored Icons are Determined via this Label).
  9. Optional: Select Group Type - Most Groups Should be Standard Type. Super Group Type Includes All Members of the Organization and are Designed for the All School/Organizaion Group Only
  10. Enter Description of the Group
  11. Click Done at Top Right
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Edit at Top Right
  7. Make Desired Changes
  8. Click Done at Top Right
  1. Click Settings Cog in Upper Left
  2. Click Organizations
  3. Click Desired Organization Name
  4. Click Groups
  5. Click Desired Group Name
    1. Setup Mode - When Enabled No Entries for This Group Will Be Sent to Any Parent Users.
      Parent Coordinator - Provides Permission to a Parent User to Send Events, Messages, Volunteer Sign-Ups, etc. Great for Room or Team Parents.
      1. Click Parent Coordinator
      2. Click + in Upper Right Corner
      3. Enter First Name, Last Name and Email OR Click “Select from Group“ and Select Parent(s) and Click Done
      4. Optional: Adjust Title Below the Parent's Name
      5. Click Done
      Reply Email - Used to Designate a Specific Email for All Communications From the Group Instead of the Email of the Event/Message Creator
      1. Click Reply Email
      2. Enter Desired Email Address in the Reply Email Field
      3. Click Done in Upper Right Corner
  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Groups
  5. Select Desired Group
  6. Click Edit at Top Right
  7. Click Delete
  8. Confirm Delete
  1. This is only available using a computer on the website (not on mobile app)
  2. Click Settings Cog at Top Left
  3. Click Organizations
  4. Click Desired Organization
  5. Click Calendar Plug-In
  6. Click Published Groups Setting
  7. Select Desired Groups to Display in Web Calendar and Click Done
  8. Copy Code Snippet and Paste into HTML on Your Wesbite