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How do I use the features in each Planner view?
How do I use the features in each Planner view?
Katie avatar
Written by Katie
Updated over 2 months ago

When you are in the Planner tab, there are 4 different views you can utilize, each with its own features. These views include List, Month, Week, and Day view.

Let's take a look at each Planner view and its features!

List View:

  • Edit column settings (click here for instructions)

  • Review goals, session notes, and copy session notes under the action column

  • Edit session activity

For more information on how to utilize the List view of the Planner, click here!

Month View

Week View

  • Print your schedule for the week

  • Easily see where you are available to schedule sessions or hold meetings

  • Drag and drop a saved schedule

  • Print your weekly plans

Day View

  • View your sessions for the day

  • Drag and drop a saved schedule

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