Planfy User Guides

How to Setup Services

Go to your services page and click on the "New Service" button or the “plus” round button to create a new service as shown in the video below...

How to Add or Invite Staff Members

Every staff member has a calendar where he/she can view and control their schedule. In addition, managers can monitor the performance of the entire...

How to Upload Logo & Additional Business Information

We recommend filling more information about your company in Planfy portal as it makes your business booking profile page look better and lead to...

How to Customise Working Hours

You can edit your "global" business opening hours by going to "Settings" page and finding the "Company Details" card. Next, click on the "Business Times"...

How to Add Appointment

There are two ways how you can add appointments via your calendar in Planfy Portal. Firstly, you can click on the "Add" button on the top left...

How to Add Unavailable Time Slot

Planfy system allows you to mark some slots as unavailable for online bookings. You can do so by clicking on the “Add” button above the calendar...

How to Set Custom Working Hours or Unavailable Slots for Specific Days

Often staff or businesses have days when their working hours are different from their regular hours. Planfy system enables you to set "one-off" custom...

How to Change Service Prices for Specific Days

Sometimes businesses want to have different prices for a day. For example, you may have a Black Friday discount and offer 20% savings across...

How to Enable Online Payments for Bookings

Planfy allows you to accept upfront payments and deposits for online bookings. If you would like to enable online payments, go to the "Settings"...

How to Manage Booking Policy

In order to access "Booking Policy" settings page, click on the main "navigation menu" at the top right hand side of the screen, then choose...

How to accept bookings on Facebook

Planfy booking system allows businesses to accept bookings on Facebook and Instagram. In just a few clicks customers...

How to accept bookings on Instagram

If you have Instagram account for your business, you can add the "Book Now" button to your profile. It can be achieved by...

How to Sync Staff Calendar with Google Calendar

Planfy calendar works well on mobile devices and laptops however if you prefer to use Google Calendar, you can link Planfy system with your Google account...

How to Lock Portal

Numerous clients have asked us to develop this feature since it’s useful for businesses with multiple staff who share the same computer, tablet or POS...