How do I renew a sponsor?

You can easily renew a sponsor in 4planning by adjusting the term of the partnership. That keeps the sponsor active and visible in the overview.

Step 1: Go to the sponsor overview

1. Go to Sponsors in the left-hand menu.

Step 2: Open the sponsor

1. Click or tap the sponsor you want to renew.

Step 3: Edit

1. Click or tap Edit in the top right.

Step 4: Adjust the term

There are two ways to extend the partnership:

• Change the End date to a new date.
• Or switch on the Ongoing sponsor option when there is no end date.

Step 5: Save

Save your changes. The sponsor stays active.

Tips for effective use

• Check regularly which sponsors are about to expire.
• Contact sponsors in good time about renewal.
• Record new agreements in the notes field.

Good to know

• The sponsor's status is updated automatically.
• Historical data is retained.
• This helps with good relationship management.