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How do I use the features in each Planner view?
How do I use the features in each Planner view?
Rachel at SLP Now avatar
Written by Rachel at SLP Now
Updated over a week ago

When you are in the Planner tab, there are 4 different views you can utilize, and each of them have their own functions. These views include List, Month, Week, and Day view.

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

List view:

  • Edit column settings

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

  • Edit session activity

Here is a video walking through those features.

Month view:

  • Download a day's schedule and drag and drop into another day

  • Print a daily schedule

  • Batch-write session notes (useful for absences and holidays)

  • Delete an entire day's sessions

Here is a video walking through those features.

Week view:

  • Print your schedule for the week

  • Click into sessions

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

Day view:

  • View your sessions for the day

  • Create new sessions

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