Frequently Asked Questions About eSoft Planner
Find quick answers about our scheduling, membership, billing, and facility management tools – everything you need to know about how eSoft Planner can streamline your business.
General Questions
What is eSoft Planner, and how does it work?
eSoft Planner is an all-in-one scheduling, billing, and management platform for sports, fitness, and activity-based businesses. It helps you manage classes, lessons, memberships, events, payments, and more from one centralized system. Clients can book and pay online, while staff can manage schedules, check-ins, and facility operations efficiently.
Is eSoft Planner suitable for small businesses?
Yes. eSoft Planner is ideal for small and growing businesses. You can start with only the features you need and add more as you expand. Our flexible pricing and modular design make it easy to stay organized and professional without overspending on software you won’t use.
Can eSoft Planner be accessed on mobile devices?
Yes. eSoft Planner is fully mobile-friendly, allowing staff and clients to log in from any device. Instructors can check schedules and manage sessions on the go, while clients can easily book and pay for lessons, memberships, or classes right from their phones.
Who is eSoft Planner designed for?
eSoft Planner is designed for service-oriented businesses and organizations, including sports facilities, swim clubs, gyms, dance and cheer studios, golf academies, equestrian centers, and community centers. It works for any organization that wants to simplify scheduling, operations, payments, and client management.
Do I need any special equipment to use eSoft Planner?
No special equipment is required. eSoft Planner is completely web-based, so you can access it through any computer, tablet, or smartphone with an internet connection.
Features & Functionality
What types of scheduling can I do with eSoft Planner?
eSoft Planner supports every type of scheduling your business might need, including private lessons, group classes, camps, teams, rentals, and events. The software helps eliminate double bookings and keeps your schedule organized and visible to both staff and clients.
Does eSoft Planner allow recurring appointments or classes?
Absolutely. eSoft Planner make sit easy to set up recurring lessons, classes, or rentals. This feature saves time for both administrator and clients by automatically repeating sessions without manual re-entry.
Can I sell memberships, packages, or passes through the system?
Yes. eSoft Planner lets you create and sell memberships, packages, and guest or day passes. You can customize these options, making it easy for clients to purchase and manage their options online while keeping your revenue organized and trackable.
Can I manage staff schedules and payroll through eSoft Planner?
Yes. You can create staff schedules, assign lessons or classes, and track hours or commissions for payroll reporting.
Can I customize the software to fit my business needs?
Yes. eSoft Planner is fully modular and customizable. You can choose which features to include and tailor settings to match your programs and policies.
Can I manage multiple locations or facilities with eSoft Planner?
Yes, as long as the ownership and banking accounts are consistent.
Can clients book online through my website or app?
Yes. Clients can book lessons, classes, or sessions either through the eSoft Planner mobile app or by clicking a web-based link on your website. This makes it convenient for clients to schedule and pay from any device while reducing administrative work for your staff.
Is there a POS (point of sale) or payment processing feature?
Yes. eSoft Planner includes integrated payment processing, allowing you to accept credit or debit cards for lessons, rentals, and retail items.
How do I track attendance and check-ins?
For swim clubs and similar facilities, eSoft Planner allows staff to check clients in quickly and accurately using methods like barcode scans or client names. This streamlines the arrival process, ensures only authorized clients access the facility, and keeps your daily operations organized and secure.
Can I brand the booking widget to match my website?
Yes. You can add your logo, colors, and messaging to the booking interface to maintain a consistent brand experience.
Integration & Compatibility
Can I import my existing client list into eSoft Planner?
Yes. eSoft Planner makes it easy to import your current client list, including contact information and other relevant details. This ensures a smooth transition from your old system so you can start managing schedules and payments without losing important client data.
Is it compatible with both Mac and PC?
Yes. eSoft Planner is web-based and works seamlessly on both Mac and PC computers.
Pricing & Plans
How much does eSoft Planner cost?
eSoft Planner’s pricing is based on the modules you select, so you only pay for the features your business needs. This makes it flexible and affordable for any size business.
Is there a free trial or demo available?
Yes. Instead of a free trial, eSoft Planner offers personalized live demos where our team walks you through the software, shows how it fits your business, and answers all your questions. This ensures your understand the full value before committing.
How many staff or users can I have on my account? Are there fees for adding more users?
You can add as many staff or users as you need. There are no additional fees based on the number of staff, so your pricing remains consistent as your team grows.
Are there different pricing plans?
Yes. eSoft Planner offers multiple plans tailored to different business sizes and needs, from basic scheduling to full business management with memberships, payments, and reporting.
Can I upgrade or downgrade my plan later?
Absolutely. You can adjust your plan anytime as your business grows or your needs change.
Support & Security
What kind of customer support is available?
eSoft Planner provides U.S.-based customer support via phone and email to help you resolve issues quickly. Our commitment to support has been recognized with a Best Customer Support 2025 badge from Gartner Digital Media (Capterra), reflecting our dedication to helping clients succeed.
How secure is my data with eSoft Planner?
eSoft Planner takes data security seriously. All information is stored using industry-standard encryption and secure servers to protect your clients’ and your business’s data. Access is controlled with secure logins, and regular system updates help maintain the highest levels of safety. Your sensitive information is never shared without your consent, giving you peace of mind while managing your facility online. We also use a third-party software for quarterly scans of the system to ensure your data is secure.
What happens if I encounter technical issues?
If you experience any technical issues, eSoft Planner’ support team is here to help. Our U.S.-based support staff can be reached by phone, text, or email to quickly resolve problems and answer questions. We also provide setup assistance, training resources, and ongoing updates to ensure your system runs smoothly. Most issues can be handled remotely, so your business stays up and running with minimal disruption.
Is there a knowledge base or tutorials I can access?
Yes. eSoft Planner provides a comprehensive library of guides, step-by-step tutorials, and video resources that are shared with clients. This makes it easy for your team to quickly learn features, troubleshoot common issues, and get the most out of the system.
Can I control user access and permissions for my staff?
Yes. You can assign different permission levels to control what staff members can view or edit within the system.
AI & Automation
Does eSoft Planner have automated reminders for clients or staff?
Yes. eSoft Planner includes automated text and email reminders for both clients and staff. Staff can also receive notifications for new bookings, cancellations, and schedule changes, keeping everyone informed without extra manual work.
How does eSoft Planner help improve client engagement or retention?
eSoft Planner helps you keep clients engaged by making scheduling and payments simple and accessible. Clients can book and pay online, manage their memberships or packages, and receive automated reminders for upcoming sessions. By streamlining communication and providing an easy-to-use experience, eSoft Planner encourages clients to stay active with your business and return for future sessions.
Can AI or automation help manage recurring tasks?
Yes. While eSoft Planner focuses on powerful built-in automation rather than artificial intelligence, it helps streamline repetitive tasks that typically take up staff time. You can automate recurring lessons or classes, membership renewals, payment reminders, and more. These tools save time, reduce errors, and keep your business running efficiently behind the scenes.
Use Cases/Industry-Specific
Can eSoft Planner handle classes or programs for sports facilities?
Yes. eSoft Planner is designed to manage classes, programs, leagues, and clinics for a wide range of sports facilities. You can schedule lessons, group classes, camps, and team practices, all in one centralized system, making it easier to organize your facility’s calendar and reduce scheduling conflicts.
Is it suitable for gyms, cheer, or dance studios?
Yes. eSoft Planner is widely used by gyms, dance studios, cheer gyms, and other fitness and performance facilities. It supports scheduling classes, teams, private lessons, competitions, and events while allowing clients to book online, pay for sessions, and manage memberships or packages.
Can eSoft Planner handle industry-specific workflows?
Yes. eSoft Planner is customizable to fit workflows for different industries, including sports, fitness, and activity-based businesses. You can tailor schedules, memberships, packages, and class setups to match the unique needs of your facility, whether it’s a swim club, golf academy, equestrian center, or dance studio.
Can I manage swimming, golf, or equestrian lessons with eSoft Planner?
Absolutely. eSoft Planner is flexible enough to handle individual or group lessons for swimming, golf, equestrian activities, and more. You can set up custom schedules, track registrations, manage instructors, and allow clients to book and pay online, no matter the type of lesson or program.
Can I track performance or assessments for clients?
eSoft Planner does not currently include built-in tools for tracking client performance metrics or assessments. Its focus is on scheduling, membership management, payments, and communication, keeping your operations organized and efficient without performance tracking features.
Getting Started
How do I get stared with eSoft Planner?
To get started, you can schedule a demo to see how eSoft Planner works and how it can fit your business. Once you’re ready, you’ll sign on through our proposal, and our onboarding team will meet with you to set up your account based on your facility’s specific needs. This ensures your schedules, classes, memberships, and pricing are ready to go from day one.
Is training available for my team?
Yes. eSoft Planner provides personalized onboarding and hands-on training sessions to help your staff get comfortable with the system. In addition to setup support, we offer expert consulting services to help you optimize operations, improve marketing, and grow your business long-term.
How long does it take to set up the system?
Setup time depends on the size and complexity of your facility, but many businesses are able to get their schedules, classes, and memberships up and running within a few days. eSoft Planner is designed to be intuitive, and our team provides support to make the process fast and hassle-free.
Can I switch my from my current software to eSoft Planner easily?
Yes. Our onboarding team helps you transfer client data, schedules, and more for a smooth transition.