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This knowledge base explains everything in 4planning. For associations, sports clubs and business clubs: managing members and groups, collecting membership fees by direct debit, organising events and selling tickets. Using 4planning business? You will also find customers, quotes, projects, maintenance and work orders here. Can't find what you need? Ask Planny above — it answers based on every article here.

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Brass band, tennis club or catering company? All organisation types

Not an administrator but a member, parent or volunteer? How 4planning works for you

Topics in this knowledge base

Planny (AI assistant)

Planny is the AI assistant in 4planning: look things up, hand over work, and turn it into your own mascot. 4 articles

Member administration

Everything you need to know about managing members, data, groups and roles in 4planning. 28 articles

Communication

Discover how to communicate easily and effectively with and between members, groups and everyone involved. 26 articles

Tickets and access

Creating, managing and checking tickets and access rights. 19 articles

Branding and personalisation

Learn how to adapt your environment to your organisation's look and identity. 9 articles

Documents

Guides and explanations for uploading, managing and sharing documents. 10 articles

Photo albums

Photos of club life grouped by occasion: create albums, share them with the right groups and handle members who would rather not appear. 6 articles

Security

Everything about privacy, rights and using 4planning securely. 7 articles

Account

Your account settings, profile, password and login — everything about your personal account. 17 articles

Membership fees

Setting up and managing membership fees, subscriptions and payments. 14 articles

Sponsors

Discover how to manage your sponsors and give them visibility in 4planning. 11 articles

Bar shifts

Plan bar shifts easily, keep track of staffing and get insight into hours, no-shows and performance. 24 articles

Customers

Manage customer details, view customers on a map and turn leads from your website into customers. 5 articles

Quotes

Put together quotes, send them and have them approved digitally — with Planny's help if you like. 3 articles

Projects

Projects from quote to delivery, with scheduling for your team and a photo timeline for your customer. 6 articles

Maintenance

Record periodic maintenance per customer and have follow-up visits scheduled automatically. 5 articles

Work orders & timesheets

Fill in work orders on site, have the customer sign, and the timesheet that rolls out of it automatically. 4 articles

Productivity

Planning boards and voice notes that get automatically summarised. 5 articles

Sport

Viewing matches and scheduling referees, including Sportlink synchronisation. 9 articles

Club TV

Show news, agenda, sponsors, live scores and livestreams on the screens in your clubhouse, hall or foyer. 3 articles

Trainings

Your team's recurring schedule, generated from a training series — with sign-off and a whitelabel name (training, rehearsal, lesson or practice). 5 articles

Onboarding

How to set up 4planning, invite your users and get them actively using it. 17 articles

Club shop

Order rounds for clothing and merchandise: members order and pay online, then pick up once it is ready. 8 articles