Filling in partner details
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:
- Click or tap your profile photo in the top right and then click My account.
- 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.
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