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Planyo - Frequently Asked Questions
Q127: Can I use planyo for reservations of different kind of resources than the ones suggested on the home page?
Q128: What is Planyo FREE and is it really a free booking system?
Q148: How can I pay for my Planyo PRO subscription?
Q149: What's your refund policy?
Q151: How can I cancel my Planyo account?
Q152: Do you have an affiliate program?
Q161: Is the data entered into Planyo by our users secure?
Q162: What kind of technical support do you offer?
Q178: How and when are the commissions in PRO-COMM account type calculated?
Q216: What are your terms of service?
Q230: When reservations are made I only receive inquiries but the reservations don't show up in planyo.
Q291: How long do you keep the data in your database?
Emails & Notifications
Q118: How do I know when a new reservation is made?
Q123: How can I modify the messages sent to my customers?
Q132: How can I or my customers receive sms notifications?
Q171: How to switch off email address verification?
Q188: How can I change the emails so that they look like they come from my domain?
Q211: Can Planyo send emails to my clients before the start date or marketing emails after the end date?
Q222: Is there a possibility to have planyo notify my server programatically when an event occurs?
Q238: Can I send a mailing to all my existing customers?
Q272: Can I receive an email notification whenever a non-completed (unfinished) reservation was entered into the system?
Q284: Why didn't Planyo send an email notification?
Payments & Prices
Q121: I'd like to accept credit card payments for the reservations
Q133: How can I use planyo to print out invoices?
Q137: How to set up a custom pricing scheme?
Q138: My pricing is complex. Will planyo work with discounts or seasonal pricing?
Q139: Can I specify different settings for high and low seasons?
Q181: How does Pricing Manager work?
Q183: I'm not using optional or obligatory payment approval modes but I'd still like to let my clients pay online if they wish.
Q190: How can I use vouchers / promotion codes with Planyo?
Q191: How do I use advanced conditions in Pricing Manager?
Q193: Why is the sales tax (VAT) not added to the price quoted to the clients?
Q196: Can I set-up different last minute pricing?
Q198: I'd like to keep clients' credit card numbers on file instead of taking an online payment. Is this possible?
Q203: How do I setup my WorldPay account to accept payments for the reservations?
Q212: How do I setup my Authorize.net account to accept payments for the reservations?
Q217: How do I setup my Sage Pay account to accept payments for the reservations?
Q218: How do I setup my MultiSafepay account to accept payments for the reservations?
Q226: How do I setup my MasterCard MiGS account to accept payments for the reservations?
Q227: How do I setup my EBS account to accept payments for the reservations?
Q231: How can I use a payment gateway which is not supported by Planyo?
Q234: How can I change the currency of my planyo site or of a single resource?
Q235: How do I setup my Mercanet account to accept payments for the reservations?
Q236: Why does Planyo ask me to make a payment if I haven't yet had actual reservations?
Q240: How to use an external CSV file for pricing?
Q242: How do I setup my b2bill account to accept payments for the reservations?
Q244: How to use coupons / gift certificates with Planyo?
Q245: What's the difference between coupons and vouchers?
Q246: Do you offer a white-label version of the planyo reservation system?
Q247: Do you work with resellers?
Q249: How do I setup my Montrada account to accept payments for the reservations?
Q251: How much will I pay for Planyo?
Q254: How do I setup my LCL Sherlock's account to accept payments for the reservations?
Q258: I entered our payment gateway (PayPal) account in the settings but planyo doesn't ask for the payment. Why does this happen?
Q264: How can I accept Bitcoin payments (BTC)?
Q266: How to setup my Ogone / Ingenico account to accept payments for the reservations?
Q268: How can I register payments for my reservations made offline (cash / cheque / gift certificate / bank transfer etc.)
Q270: How can I send price quotations to my customers?
Q271: How do I setup my Wirecard QPAY account to accept payments for the reservations?
Q273: Is it possible to give my customers a possibility to make multiple partial payments (instalments) for their reservation?
Q276: How can I configure pricing for adults and children (also for different age groups)?
Q278: How do I setup my Sogenactif / Paylib account to accept payments for the reservations?
Q292: Planyo shows gross prices. Can I work with net prices, without tax?
Q293: How to setup my ConCardis account to accept payments for the reservations?
Q295: Will Planyo work with membership points instead of payments in a real currency?
Q297: How to setup my Datatrans account to accept payments for the reservations?
Q119: What are resource vacations and how can I use them?
Q168: How do I mark a period as unavailable to prevent any bookings for this time?
Q177: What is the custom unavailability script?
Q185: Can I allow my clients to arrive / leave only on specific week days?
Q186: Can I change the minimum or maximum rental duration based on the season?
Q195: How can I determine when a resource is available?
Q100: How can I create my own planyo site?
Q117: I don't yet have a website. Can I still use planyo?
Q124: How can I add images to my listings?
Q134: What are additional products?
Q135: What is resource sharing?
Q136: How to set up a planyo site for many resources of the same kind?
Q142: I need each reservation to contain additional information (answers to specific questions). How can this be done?
Q145: Can I modify the way the availability search results are displayed?
Q147: Can I add a rental agreement (contract) with terms and conditions of a rental?
Q154: How can I add searchable properties (categories) to resources (e.g. number of beds or whether animals are allowed)?
Q174: What's the difference between additional products and additional fields defined in 'reservation form layout'?
Q175: What is OpenID?
Q176: How does integration with Google Calendar and Google Docs work?
Q202: What are special fields in the reservation form?
Q208: I want to add a new resource / planyo site. Do I have to set it up all over again?
Q209: Will planyo let clients reserve two kinds of resources at the same time (e.g. room and staff member)?
Q228: How to change the time / date fields in the reservation form?
Q232: What are packages?
Q233: Can reservation form items be updated automatically based on other items?
Q239: What is blocking in packages?
Q248: Can my customers choose the unit / seat visually (like in airplane or movie theater seat assignment)?
Q256: How to use tags to customize email messages and templates?
Q259: I want Planyo to manage bookings for many independent owners. Should I create a meta site?
Q261: What are bundles?
Q262: What is the difference between packages and bundles?
Q274: How can I synchronize availability of different resources (from the same of different Planyo sites)?
Q275: Is it possible to offer services of multiple employees with the end customer reserving a service and not a specific person?
Q281: I have resources in a number of geographic locations. Can my customers do a geolocation search with planyo?
Q283: Can events/trips with too few participants be automatically cancelled?
Q296: I have an e-learning site. How will Planyo work with customers in different time-zones?
Q114: Do my customers need to create accounts with planyo to make a booking?
Q115: I forgot my user name and password
Q120: What are conflicts?
Q122: What is the difference between a moderator, site admin and resource admin?
Q125: How can I be sure the bookings are authentic?
Q129: How can I modify or cancel existing reservations?
Q130: How can I quickly move reservations to a different time or a different resource?
Q131: How can I quickly find an existing reservation?
Q144: How does Planyo handle trusted customers / members?
Q153: How can I enter recurring reservations (e.g. every Friday between 9am and 10am) into planyo?
Q163: Can I import my bookings into Google calendar, Microsoft Outlook or Apple iCalendar?
Q169: What is reservation status / what is the process the reservations go through?
Q170: How can I enter a booking in the name of a client?
Q180: Can I decide which administrative functions my resource administrators or moderators can access?
Q182: Can I make a resource temporarily invisible (unpublished) to my clients without deleting it?
Q210: Will planyo work with mobile devices and do you have apps for Android and iPhone?
Q215: How can I collect client-specific information such as member ID or their birthdate?
Q223: What's meaning of colors assigned to reservations?
Q224: Does planyo work with agents and can it calculate their commissions?
Q225: How can I delete a resource?
Q241: How to bulk import resources using a CSV file
Q243: How can I take reservations for classes or other long-term rentals?
Q257: How can I integrate Planyo with my booking.com extranet?
Q260: How can I allow my customers to leave reviews?
Q263: How can I synchronize my calendar with channels such as AirBnB and others?
Q269: Why don't I receive push notifications on my mobile phone when using the Planyo app?
Q285: How can I import reservations using a CSV file?
Q286: Can I use 2-factor authentication for increased security?
Q290: What are corective invoices and how to use them?
Q294: How can I integrate Planyo with my Expedia Partner Central?
Q298: I need to create a highly customized report not supported by Planyo. What are my options?
Integrate with my website
Q116: How can I integrate planyo with my existing website?
Q150: Do you have an API we can use to automate our tasks?
Q158: How can I get links in search results to point to an existing page on my site with detailed info about a resource?
Q159: I'm trying to use the advanced integration and the planyo page always redirects me to planyo.com.
Q166: How can I change the look & feel of the Planyo module on my website?
Q167: How do I fill out the Planyo plugin's parameters?
Q172: How can I display only selected resources in calendar preview?
Q173: I need to have more control over the calendar preview.
Q189: I'd like to display the price in the reservation form in a different area.
Q192: Can I use SSL with Planyo?
Q194: Can I filter out resources displayed in the resource list page or change their ordering?
Q199: Can I let my clients reserve multiple resources in a single reservation?
Q200: I'd like to show location of all of my apartments on a map. Is this possible?
Q201: How can I track my reservations in Google Analytics?
Q204: Which tags can I use to represent data specific to reservations?
Q205: Which tags can I use to represent data specific to my resources?
Q206: Which tags can I use to represent data specific to my planyo site?
Q207: How can I have Planyo print texts in templates conditionally?
Q214: Can Planyo integrate with the login system used on my website?
Q219: How can I remove the planyo logo and name?
Q221: Which tags can I use universally, wherever tags are allowed?
Q237: Can I change the styles of the calendar previews?
Q250: Can my customers modify or cancel their own reservation?
Q265: How can I integrate planyo with my website created with Wix?
Q267: How can I add tracking code/pixel (or other third party widgets) to my booking process?
Q277: I want to change the way the $(reservation_details) tag works
Q279: Will planyo work with responsive (mobile-first) sites using Bootstrap or another framework?
Q280: My planyo site was created before April 2015. How can I upgrade to new schemes and what are these schemes?
Q282: How can I update my CSS to the latest version used by my scheme?
Q288: Will Planyo work together with my other apps?
Q299: How do I setup my DOKU account to accept payments for the reservations?
Q155: When will Planyo be available in my language?
Q156: Some words, such as resource, displayed to my users don't properly describe my business model. Can I change them?
Q157: How can I translate the texts I entered to describe my resources (description, properties) into other languages?
Q164: How can I allow users to change the language of the reservation form when using advanced integration?
Q287: Which languages are supported in Planyo?
Q126: I have a question not answered in this FAQ.
Q179: The settings in the admin panel will not fully support my business model. What can I do?
Q187: I would like my clients to be able to reserve comfortably using mobile devices.
Q229: What can I enter into the clever search?
Q252: I found a bug in Planyo.
Q253: How can I test new configurations or add test reservations when my site is already in production?
Q289: How can I import users using a CSV file?