Tutorials

All Users

Sign Up
Create New Schedule Event
Create New Message
Create New Homework
Edit Schedule Event
Cancel Schedule Event
Reset Password
Add Children to User Account
Delete Children from User Account
Filter - Turn On
Filter - Turn Off
Search
Adjust Color of Child
Turn Off Email Delivery – Delivery of information will only occur in Parent Planet App and Website
Update Contact Info
Update Which Contact Info is Shared with Other Parents
Calendar Auto-Sync Settings for a Group
Syncing a Single Schedule Event to Native Calendar
Alert Settings for a Group
Create My Group
Add Children to My Group
Delete Children from My Group

Organizations/Group Admins

Add Students to Organization
Delete Students from Organization
Add Staff Member to Organization
Edit Organization Staff Permission Level
Delete an Organization Staff Member
Edit Organization Information (Name, Label/Icon, Description, Address)
Add Students to Group Within Organization
Delete Students from Group Within Organization
Add Administrator to Group Within Organization
Remove Administrator from Group Within Organization
Edit Group Administrator Title
Create a New Group Within an Organization
Edit Group Information/Type Within an Organization
Delete Group Within Organization

Sign Up

  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.

Create New Schedule Event (Group Admin)

  1. Click + from Home, Schedule, Messages, Homework, or Contacts Screen
  2. Click “Schedule Event”
  3. Click Invite “Select a group >”
  4. Click desired group
    1. If Family Group selected then choose Group Type and Child if applicable
  5. Enter Title
  6. Optional Enter Location
  7. Select Start Time/Date
  8. Select End Time/Date if needed (Default is 1 hour after Start Time)
  9. Optional Select Repeat
  10. Optional Select Reminder
  11. Optional Select 2nd Reminder
  12. Optional Enter Notes/Message
  13. Click Done

Create New Message

  1. Click + from Home, Schedule, Messages, Homework, or Contacts Screen
  2. Click Message
  3. Click Invite
  4. Click desired group
  5. Enter Title/Subject
  6. Optional Enter Message
  7. Click Done

Create New Homework

  1. Click + from Home, Schedule, Messages, Homework, or Contacts Screen
  2. Click Homework
  3. Click Assign to
  4. Click desired group
  5. Enter Homework Title
  6. Select Type – Daily or Test/Project
  7. Optional Select Assigned Date if not today
  8. Select Due Date
  9. Optional Select Repeat Frequency (Coming Soon)
  10. Optional Enter Note/Message
  11. Click Done

Edit Schedule Event

  1. Click Desired Schedule Event
  2. Click Edit at Top Right
  3. Make Desired Changes
  4. Click Done at Top Right

Cancel Schedule Event

  1. Click Desired Schedule Event
  2. Click Edit at Top Right
  3. Click Cancel Event at Bottom
  4. Confirm Cancel

Reset Password

  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

Add Children to User Account

  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.

Delete Children from User Account (Child must already be removed from ALL groups and organizations)

  1. Click Settings Cog
  2. Click “User”
  3. Click “Kids”
  4. Click Desired Child
  5. Click “Delete”
  6. Confirm Delete

Filter – Turn On

  1. Click Filter
  2. Select Desired Kids and/or Activities
  3. Click Done

Filter – Turn Off

  1. Click Filter
  2. Click Select All
  3. Click Done

Adjust Child Color Throughout App

  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

Turn Off Email Delivery – Delivery of information will only occur in Parent Planet App and Website

  1. Click Settings Cog at Top Left
  2. Click User
  3. Toggle Email Delivery

Update Contact Info

  1. Click Settings Cog at Top Left
  2. Click User
  3. Click Contact Info
  4. Update desired info
  5. Click Done

Update Which Contact Info is Shared with Other Parents

  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

Calendar Auto-Sync Settings for a Specific Group

  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.

Syncing a Single Schedule Event to Native Calendar

  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.

Alerts Settings for a Group

  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

Create My Group

  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”

Add Children to My Group

  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”

Delete Children from My Group

  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

Add Students to Organization

  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

Delete Students from Organization

  1. Click Settings Cog at Top Left
  2. Click Organizations
  3. Click Desired Organization
  4. Click Students
  5. Click Grey Circle to Left of Desired Student’s Name
  6. Click Delete to Right of Student’s Name
  7. Confirm Delete

Add Staff Member to Organization

  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

Edit Organization Staff Permission Level

  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

Delete an Organization Staff Member

  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

Edit Organization Information (Name, Label/Icon, Description, Address)

  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

Add Students to Group Within Organization

  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

Delete Students from Group Within Organization

  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

Add Administrator to Group Within Organization

  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

Remove Administrator from Group Within Organization

  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

Edit Group Administrator Title

  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

Create a New Group Within an Organization

  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. 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 Type (Colored Icons are Determined via this Type).
  9. Enter Description of the Group
  10. Click Done at Top Right

Edit Group Information/Type Within an Organization

  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

Delete Group Within Organization

  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