Filling in partner details

Updated on

In 4planning you can fill in partner details where this is relevant within your organisation. It helps with communication, activities and planning that involve a partner or companion.

Step 1: Go to your account

You can open your account in two ways:

  1. Click or tap your profile photo in the top right and then click My account.
  2. Or go to Settings > Account in the left-hand menu.

Step 2: Fill in the partner details

Open the Partner section and fill in the details.

When you fill in partner details, all of the fields below are required:

  • The partner's name
  • The partner's phone number
  • The partner's email address

This information is used for communication and organising activities.

Step 3: Save your changes

Save the details once you have filled them in. The information is immediately available to the organisation.

Tips for effective use

  • Check regularly whether the details are still current.
  • Use a phone number that is actually reachable.
  • Update the details when something changes.

Good to know

  • All fields are required when you enter partner details.
  • You can change or remove the details at any time.
  • Privacy settings determine who can see this information.

Was this helpful?

Related articles