What can Planny do for you?

Planny is 4planning's AI assistant. You open it via the chat icon in the app and simply ask a question, in your own words.

For every member

As a member, you can ask Planny things like:

• When is the next event, and am I signed up? Planny can also sign you up or cancel; you confirm that yourself with one click (see below).
• News and polls — show the latest posts or the open polls.
• Do I still have any outstanding membership fees?
• Where are my tickets, documents or voice notes?
• When is my next bar shift or match, and what's my referee assignment?
• How many points do I have on the scoreboard? (this is the points system/scoreboard — something entirely different from the Planny credit below)
• Questions about your family account: signing a child up for or out of an event, viewing your child's membership fee.
• Adding or moving cards on a planning board you're a member of.

Extra for administrators and other roles

If you have a management role in the app, Planny can also do things for you, not just look things up. Planny may do exactly what your role in the app may do — no more and no less. See Assigning roles and rights to members or users.

• Administrator — create or edit an event, including tickets and recurrence, and send the members a notification about it; post news, start a poll or set up a survey; create a membership fee plan; change the names, icons and order of the menu.
• System administrator — on top of that, create a group and request ticket sales. An ordinary administrator can't do that via Planny, just as in the app.
• Event manager — create and edit events, send the members a notification about them, and see who has checked in.
• Group administrator — add members to the group you manage, and create an event for that group and send the group a notification about it.
• Scheidsrechtercoordinator (referee coordinator) — assign referees to a match.
• Owner of a planning board — rename the board, change its visibility or archive the board.
• Business module — as an administrator, create a customer or quote (Planny can even draft a quote concept with lines and prices based on a description of the job, see Creating a quote with Planny) or create a project. As a staff member, schedule an appointment, move your own appointments, record a request or update project tasks.

Planny can't look up or create work orders — for that you navigate to Work orders yourself.

Planny proposes, you carry it out

Planny doesn't carry anything out itself. If you ask it to create or change something, it prepares a proposal: a card in the chat that shows exactly what is going to happen, with the real values — the name, the date, who it will be visible to, and what Planny fills in itself if you didn't mention something. Only when you click Uitvoeren ("Execute") does it happen. If you click Annuleren ("Cancel"), nothing changes.

• A proposal is valid for ten minutes; the card shows until what time. After that it says Verlopen ("Expired") and you ask again.
• If you've just created something — for example an event, news item, customer, quote or appointment — the Ongedaan maken ("Undo") button appears. With it you can reverse it within ten minutes.
• If it doesn't work, the card says Mislukt ("Failed"), with the reason underneath. Nothing has changed in that case.
• If there was nothing to do, for example because the member was already in the group, it says Niets gewijzigd ("Nothing changed").
• A red button means the proposal cancels, archives or records something, such as a cancelled event or an acceptance of a quote. Take an extra careful look in that case.

A notification for a new event

If you create an event via Planny, or copy one, the members don't get a notification about it yet. After your click on Uitvoeren, Planny asks whether you want to send the members a notification, with the buttons Yes, notify the members and No, no notification.

If you choose yes, Planny prepares a second proposal. It shows when the notification goes out and how many members will receive it. Click the line … will receive this message to see the names, with for each member whether it will be a push notification or an email. Only after Uitvoeren does the notification go out. It is the same notification as when you choose Yes in the app for a new event at Do you want to send a notification to the members who are invited?: everyone gets it according to their own notification preferences.

• An event that is still a draft doesn't get the question: the members can't see it yet. For a scheduled event, the notification goes out at the moment it is published.
• If the members have already had a notification about this event, Planny doesn't send a second one.
• Once the notification has been sent, you can no longer reverse the creation of that event with Ongedaan maken.
• You can also ask Planny later to send the members a notification about an event that already exists.
• An administrator or event manager may send a notification. A group administrator may only do so for an event of a group they manage.

What Planny doesn't do

Planny never makes up an answer that doesn't match what's actually in the app, and doesn't carry anything out without your click on Uitvoeren. Apart from the notification about a new event, Planny sends nothing: no reminders, no notifications about news, polls or surveys, and no quotes or invoices. You do that yourself in the app.

Frequently asked questions

• Why does my colleague see different Planny capabilities than I do? What Planny can do depends on your roles in the app (for example member, staff, administrator or group administrator) and on which features are enabled in your environment.
• Why doesn't Planny do it straight away? Because you need to be able to see what is going to happen before it happens. That way you spot a wrong date or a wrong group in time, and nobody can use Planny to have something carried out in your name.
• Can I turn Planny off completely? Yes, an administrator can disable Planny for the whole environment, or limit it to administrators only.
• I get a message that Planny isn't available. That could be because a monthly credit limit has been reached — see Planny credit: how it works.