Planyo - Frequently Asked Questions

Q114: Do my customers need to create an account to make a booking?
Q115: I forgot my user name and password
Q122: What is the difference between a moderator, site admin and resource admin?
Q180: Can I decide which administrative functions my resource administrators or moderators can access?
Q224: Does planyo work with agents and can it calculate their commissions?
Q286: Can I use 2-factor authentication for increased security?
Q306: Can I prevent resource admins from seeing the customer's personal details?
Q367: I want to change the email address of a user

Paying for the Planyo account, terms of service and privacy

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?
Q236: Why does Planyo ask me to make a payment if I haven't yet had actual reservations?
Q246: Do you offer a white-label version of the planyo reservation system?
Q247: Do you work with resellers?
Q251: How much will I pay for Planyo?
Q291: How long do you keep the data in your database?
Q310: How can I see which personal information is kept on file and request its removal?
Q311: Can we use Planyo and be GDPR compliant?
Q338: What restrictions are there during the free trial period?
Q345: I'd like to request a personalized demo of Planyo
Q354: What cookies does Planyo store (cookie policy)?
Q362: How can I update the credit card used for the automated Planyo subscription payments?
Q381: Will I get an invoice for my Planyo payment?

Site and resource configuration

Q124: How can I add images to my listings?
Q127: Can I use planyo for reservations of different kind of resources than the ones suggested on the home page?
Q135: What is resource sharing?
Q136: How to set up a planyo site for many resources/units of the same kind?
Q154: How can I add searchable properties (categories) to resources (e.g. number of beds or whether animals are allowed)?
Q182: Can I make a resource temporarily invisible (unpublished) to my clients without deleting it?
Q208: I want to add a new resource / planyo site. Do I have to set it up all over again?
Q225: How can I delete a resource?
Q253: How can I test new configurations or add test reservations when my site is already in production?
Q259: I want Planyo to manage bookings for many independent owners. Should I create a meta site?
Q281: I have resources in a number of geographic locations. Can my customers do a geolocation search with planyo?
Q296: I have an e-learning site. How will Planyo work with customers in different time-zones?
Q328: I can't find my business type in your demos. Will Planyo still work for me?
Q336: What are custom unit properties?
Q342: How to configure full-day and half-day rentals (mornings/afternoons) with different pricing depending on the weekday?
Q363: I've deleted a resource and all the reservations for that resource are gone. How can I restore the resource?
Q382: Can I customize the backend using CSS and/or Javascript?

Additional products

Q134: What are additional products?
Q174: What's the difference between additional products and additional fields defined in 'reservation form layout'?
Q360: How to change the tax rate of an existing product?

Packages and bundles

Q232: What are packages?
Q239: What is blocking in packages?
Q261: What are bundles?
Q262: What is the difference between packages and bundles?
Q275: Is it possible to offer services of multiple employees with the end customer reserving a service and not a specific person?
Q373: Can can I get an iCal feed of flexible package reservations including a specific base resource?

Accepting payments from customers

Q121: I'd like to accept credit card payments for the reservations
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?
Q231: How can I use a payment gateway which is not supported by Planyo?
Q244: How to use coupons / gift certificates with Planyo?
Q245: What's the difference between coupons and vouchers?
Q258: I entered our payment gateway (e.g. PayPal) account in the settings but planyo doesn't ask for the payment. Why does this happen?
Q268: How can I register payments for my reservations made offline (cash / cheque / gift certificate / bank transfer etc.)
Q273: Is it possible to give my customers a possibility to make multiple partial payments (instalments) for their reservation?
Q295: Will Planyo work with membership points instead of payments in a real currency?
Q332: Can I set up automatic refund of payments when a reservation is being cancelled?
Q335: Can I set up automatic refunds of reservation payments as coupons when the reservation is being cancelled?
Q353: How to manually request a second payment from a customer after their reservation was modified with a price increase?
Q375: How can I manually issue a refund for an online payment?

Setting up your pricing and invoicing

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?
Q181: How does Pricing Manager work?
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?
Q234: How can I change the currency of my planyo site or of a single resource?
Q240: How to use an external CSV file for pricing?
Q270: How can I send price quotations to my customers?
Q276: How can I configure pricing for adults and children (also for different age groups)?
Q290: What are corective invoices and how to use them?
Q292: Planyo shows gross prices. Can I work with net prices, without tax?
Q304: Can each resource and product have a different sales tax (VAT) rate?
Q358: Will Planyo work with the Swiss QR-bill?
Q361: Will Planyo work with the EU SEPA QR-codes?
Q374: How do I configure Pricing Manager if I have a per-day price and a supplement for each hour of the remaining partial day (or a weekly price and a daily supplement)?
Q376: What are permatags and how to use them to get detailed information about specific pricing manager rules?
Q378: How do I configure Pricing Manager if I have a resource (parking lot or similar) with daily prices getting lower for each successive day of rental?

Emails & SMS 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?
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?
Q331: Can planyo send confirmation emails to all participants of a reservation?
Q340: Can an email or sms notification be sent to an external supplier only when a specific product or resource is reserved?
Q348: Can Planyo send only a single email notification for the entire shopping cart or bundle?
Q349: How to use Planyo's messaging system to communicate with the customers?
Q351: How to use my gmail account's SMTP service to send notifications to my customers?

Reservation management

Q120: What are conflicts?
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?
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?
Q199: Can I let my clients reserve multiple resources in a single reservation?
Q223: What's the meaning of colors assigned to reservations?
Q243: How can I take reservations for classes or other long-term rentals?
Q250: Can my customers modify or cancel their own reservation?
Q260: How can I allow my customers to leave reviews?
Q283: Can events/trips with too few participants be automatically cancelled?
Q309: Can planyo register the check-in and check-out time (if the rental actually took place)?
Q316: How can I use QR codes to speed up our processes?
Q326: How do waiting lists work in Planyo?
Q329: What exactly happens when a reservation is modified?
Q334: Can planyo automatically generate PDF documents based on the reservation data?
Q369: How can I assign an existing reservation to a different customer (user id)?
Q370: How can I quickly update / manage multiple reservations at the same time?
Q372: I need to see the price and amount paid / outstanding for all the reservations listed in Planyo
Q377: I need the customer to upload reservation-related document such as signed contract or another scan

Determining availability and booking constraints

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 dates or week days?
Q186: Can I change the minimum or maximum rental duration based on the season?
Q274: How can I synchronize availability of different resources (from the same of different Planyo sites)?
Q323: How can I use Planyo to limit the number of customers who can visit my establishment simultaneously?
Q324: How can I limit the number of simultaneous arrivals (check-ins)?
Q347: How do I add reservation restrictions not directly supported by Planyo's settings?
Q355: How can I configure different starting times (hours) on different weekdays?
Q368: When entering a winter season, why am I getting the error: End date/time must be after start date/time?

Translations and language

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?
Q364: I'm having issues when translating drop-down values of a form item or custom resource property

Integration with my website

Q116: How can I integrate planyo with my existing website?
Q117: I don't yet have a website. Can I still use planyo?
Q150: Do you have an API we can use to automate our tasks?
Q159: I'm trying to use the advanced integration and the planyo page always redirects me to planyo.com.
Q167: How do I fill out the Planyo plugin's parameters?
Q187: I would like my clients to be able to reserve comfortably using mobile devices.
Q192: Can I use SSL with Planyo?
Q194: Can I filter out resources displayed in the resource list page or change their ordering?
Q200: I'd like to show location of all of my apartments on a map. Is this possible?
Q210: Will planyo work with mobile devices and do you have apps for Android and iPhone?
Q213: How can I customize planyo using Javascript in advanced integration?
Q214: Can Planyo integrate with the login system used on my website?
Q219: How can I remove the planyo logo and name?
Q265: How can I integrate planyo with my website created with Wix?
Q279: Will planyo work with responsive (mobile-first) sites using Bootstrap or another framework?
Q357: Where do the optional post-reservation steps (such as modifications, adding extra products etc.) take place?

Reservation form

Q142: I need each reservation to contain additional information (answers to specific questions). How can this be done?
Q147: Can I add a rental agreement (contract) with terms and conditions that the customer must agree to / sign?
Q189: I'd like to display the price in the reservation form in a different area.
Q215: How can I collect client-specific information such as member ID or their birthdate?
Q228: How to change the time / date fields in the reservation form?
Q233: Can reservation form items be updated automatically based on other items?
Q248: Can my customers choose the unit / seat visually (like in airplane or movie theater seat assignment)?
Q308: I need to keep track of the number of persons (or adults and children separately)
Q325: How can I create a link to the reservation form with a pre-filled item?
Q341: Why doesn't the reservation form include start and end time fields, only dates?
Q366: How to remove standard form items (such as phone number) from the reservation form?
Q371: Can Planyo verify that a form field value entered by customer is correct?
Q379: Can I get my customers to agree to our conditions by leaving their signature during the reservation process?
Q380: Can some reservation form items be hidden on the reservation form and filled out by the customer at a later time?

Search functionality

Q145: Can I modify the way the availability search results are displayed?
Q158: How can I get links in search results to point to an existing page on my site with detailed info about a resource?
Q229: What can I enter into the clever search?

Availability calendar

Q172: How can I display only selected resources in calendar preview?
Q173: I need to have more control over the calendar preview.
Q237: Can I change the styles of the calendar previews?
Q300: I need a calendar preview showing not only availability information but also some details of the reservations
Q352: Is availability in calendar previews updated in real-time?

Templates, tags and CSS styles

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?
Q221: Which tags can I use universally, wherever tags are allowed?
Q256: How to use tags to customize email messages and templates?
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
Q282: How can I update my CSS to the latest version used by my scheme?
Q320: Which tags can I use to represent data specific to my meta-site?
Q330: Which template is used to display reservation details and the payment button once the reservation has been made?
Q343: How can I change the calendar preview shown on the reservation page?
Q365: How can I skip the shopping cart page and have the customer go directly to the checkout page?

Integrations with other apps and data import/export

Q163: Can I export my bookings into Google calendar, Microsoft Outlook or Apple iCalendar?
Q176: How does integration with Google Calendar and Google Docs work?
Q201: How can I track my reservations in Google Analytics 4 / Google Tag Manager?
Q222: Is there a possibility to have planyo notify my server programatically when an event occurs?
Q241: How to bulk import resources using a CSV file
Q257: How can I integrate Planyo with my booking.com extranet?
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?
Q288: Will Planyo work together with my other apps?
Q289: How can I import users using a CSV file?
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?
Q318: How can I integrate Planyo with the channel manager STAAH?
Q321: How can I use the Zoom integration for webinars/meetings?
Q322: I'd like to automatically register Planyo reservations in my CheKin account?
Q344: How can I cancel an iCal feed I gave away to another person?
Q346: How can I use the Webex integration for meetings and webinars?
Q350: My customers must sign a contract. Can Planyo send a document signing request for new reservations?
Q356: How to use the Make integration to connect to other apps?

Integrations with specific payment gateways