Welcome to SmartPlanner

Getting Started

Setting up your account is quick and easy:

1. Create an Account: Sign up using your email or directly via Google/Microsoft OAuth.
2. Connect Calendars: Navigate to the Unified Sync page to link your external accounts.
3. Set your Preferences: Updates your profile and theme settings (Light/Dark Mode) from the navigation bar.

Dashboard

The Dashboard is your command center, designed to give you a snapshot of your day the moment you log in.

Calendar & Events Management

SmartPlanner offers two powerful ways to view your schedule:

1. The Calendar View

A traditional monthly/weekly/daily view that combines events from all your synced sources (Google, Outlook, Local). Drag and drop events to reschedule them instantly.

2. The Events List (Grid View)

A powerful table view for power users. Here you can:

• Sort: Click headers to sort by Title, Date, Type, or Location.
• Filter: Use tabs to filter by specific types (e.g., "Meetings Only", "Birthdays Only").
• Bulk Manage: Easily edit or delete specific events.

Unified Calendar Sync

Stop jumping between tabs. SmartPlanner pulls everything into one place.

Sync is two-way for supported providers. Changes made here reflect in your original calendar, and vice versa.

Tasks & To-Dos

Stay on top of your deliverables with our robust Task Manager.

• Prioritization: Set tasks as High, Medium, or Low priority.
• Due Dates & Times: Set specific deadlines.
• Notes & Action Items: Click a task to add detailed notes or sub-checklists.
• Shared Tasks: If you are part of a Group, you can view and manage tasks assigned to the group directly from your dropdown filter.

Groups & Sync Together

Collaborate with family, friends, or teams using Sync Together.

Creating a Group

Create a group (e.g., "Family", "Marketing Team") and invite members via email.

Sharing Resources

Once a group is created, you can share specific resources with them:

• Calendar: Share your schedule (Read Only or Read/Write).
• Tasks: Create a shared to-do list for the team.
• Contacts: Share a common address book.

Check the "Incoming Shares" tab to see resources others have shared with you.

Contacts & CRM

More than just a phone book. Manage your relationships effectively.

• Rich Profiles: Store emails, phones, birthdays, and anniversaries.
• Automated Reminders: SmartPlanner automatically creates calendar events for stored Birthdays and Anniversaries so you never miss a special day.
• Groups: Organize contacts into "Family", "Work", or custom lists.

Secure Public Links

Allow people without an account to interact with you securely. Perfect for gathering info from clients or family members.

Configuration Options

• Allowed Actions: Choose if the guest can "Submit Calendar Events" (propose a time) or "Share Contact Details" (update their info).
• Expiration: Set links to expire in 1 hour, 1 day, or a custom date.
• One-Time Use: Auto-revoke the link after a single successful submission for maximum security.
• Required Fields: Force guests to provide specific details like "Birthday" or "Marriage Anniversary" before submitting.

Choosing the Right Sharing Tool

Confusion about when to use Sync Together versus Public Links? Use this guide to decide.

Frequently Asked Questions