Communication
Discover how to communicate easily and effectively with and between members, groups and everyone involved.
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- Creating an event Events in 4planning let you organise meetings, activities, training sessions or gatherings. Here's how to create an even…
- Editing an event You can change an existing event whenever the date, location, participants or settings change. This article explains how…
- Copying an event Copying an existing event is handy for recurring events such as training sessions, meetings or gatherings.
- Deleting an event You can delete an event when it is no longer needed or was created by mistake. This article explains how, step by step.
- Managing attendance See who has signed up for an event, adjust participants' status and export the attendance for everything still to come t…
- Sending a reminder for an event Send a reminder to the members who have not signed up or declined yet, in one click. You choose who receives it and can …
- Viewing your attendance history Under History you see all events you signed up for, with the costs, and you can export the list to Excel.
- Using seasons A season is a named period letting you export all events and the full attendance list for that period in one click.
News
- Creating a news item News items in 4planning let you inform members quickly and centrally about important updates and announcements. video
- Editing a news item You can change an existing news item when the content, audience or languages change. This article explains how, step by … video
- Deleting a news item You can delete a news item when it is no longer relevant or was created by mistake. This article explains how, step by s… video
- Setting visibility Decide which members or groups can see a news item, so communication reaches exactly the right audience. video
- Adding attachments Attachments let you add extra information to a news item, such as documents, images or other files. video
Polls
- Creating a poll A poll in 4planning lets you easily gather members' opinions or preferences, which helps when planning activities or mak… video
- Editing a poll You can change an existing poll when you want to adjust the question, the answer options or the audience. video
- Deleting a poll You can delete a poll when it is no longer relevant or was created by mistake. video
- Viewing poll results Poll results give you insight into members' choices and preferences. video
Chats
- Sending a message to a single member In 4planning you can send a chat message to one member from their profile.
- Sending a message to a group Send a message to an entire group, which is useful for quick communication with teams, committees or other audiences.
- Reading and replying to a message The chat function lets you receive and reply to messages. Here's how to open, read a message, and use the message menu.
- Editing or deleting a message You can edit or delete your own chat message, but only within 5 minutes of sending it. Here's how the 5-minute rule work…
