FAQ

These FAQs are designed to provide a better understanding of our tools, our policies, and our other legal and technical tools. They provide basic information and will often link to more detailed information..

Keep All of Your Schedules Organized

Calendaring is a critical component of any planning system. This calendar allows you to drag-and-drop tasks to create appointments, color code appointments, create recurring appointments, set appointment alerts and reminders, link notes to appointments and invite external contacts to appointments via email. You can also integrate calendars from other calendaring programs into your PlanPlus Online calendar.

  • Drag & Drop Tasks to Appointments
  • Color Coded Appointment Categories
  • Recurring Appointments
  • Appointment Alerts & Reminders
  • Invite External Contacts to Appointments via Email
  • External Calendar Integration

All records should sync.

PlanPlus Online has a No Refund Policy. All refund requests are reviewed by our billing department and refunds may be issued on a discretionary basis. Our products have a 7 day trial period which if canceled prior to the 7th day you will not be charged.

You may cancel from within your PlanPlus™ account or by contacting our support team. You may cancel your own account by going to Account >License Billing >Cancel My Subscription. You may also contact support to have your account cancelled by creating a ticket. To submit a case for cancellation, Click Here. Cancellation requests must be made 10 days before the agreement renewal date in order to avoid automatic renewal and the related billing charges.

If you have questions about billing, including renewing your account, you will need to submit a case to our billing department. You may create a ticket here.

To begin your free trial, Click Here. To request a Professional or Business Edition demo, please Click Here to send us your information or contact our sales department at 801-4383460 ext. 2020.

We have several options for training and instruction. The most useful can be found within your own account by going to the “Help & Training” link in the upper right hand corner of your application above the date or visit our Technical Support page.

There are three different PlanPlus Online editions: Planner, Professional, and Business. Visit our Compare Editions Page to compare features and find the edition that will best suit your needs. We also have vertical specific solutions for Real Estate, Health Care, Finance, and Insurance.

Yes. It will look different because of it’s online interface, but it has
all the same features, including roles, mission statement, task prioritization, calendaring, and daily notes.

PlanPlus Online is cloud-based computing which means your data is accessible anytime, from anywhere, as long as you have an internet connection. Critical data is completely private, secure, and safely backed up.

Yes. We have an app for iPhone and Android available for free with a subscription. Download “PlanPlus Mobile” from the iOS or Android app store.

Yes, PlanPlus Online is compatible with both Mac’s and PC’s and accessible through any web browser (Google Chrome, Internet Explorer, Safari, Mozilla, etc.)