How do I add a new feature or module?

As an eSoft Planner client, you never need to pay for version upgrades or security updates to your existing software features. However, if you want to add something new (for example, if you want to introduce a new membership program and don’t have the membership module), just reach out to your account success manager, or …

How do I send an email?

All of your email marketing lists and your email builder are located under the “Marketing” tab in the administrator’s section. To send an email with eSoft Planner scheduling software, click on “Email Marketing” in the menu and check out your options. Choose from among pre-set templates, then click the “Create Email” button and use the …

How do I send text message reminders?

All your clients and your staff can opt to receive email and/or text message reminders for their upcoming scheduled events and appointments. They can also choose which time of day they want to receive the reminders. To turn them on, they can go to “My Profile” in the main menu, then “Edit/View Profile.” They’ll notice …

How do I link eSoft Planner to my web site?

Administrators can choose from a variety of ways to showcase their products and services easily via their web sites – and it’s as simple as adding links. Under “Profile/Setup” in the main menu, go to “Web Links” to find links to the eSoft Planner login page, or to pages that display your lists of camps, …

How can I distribute special benefits to different client groups?

One of eSoft Planner’s most powerful features allows you to group clients together and give them perks such as advanced scheduling and discounts. Administrators can create and edit these groups by going to “Profile/Setup” in the main menu and then selecting “Pricing/Discount Levels.” You can optionally specify how much money any client has to spend …

How do I change my bank account information?

If you are changing banks, credit card processors or any of your other financial settings, please call your customer success manager at (513) 791-4940. We’ll walk you through all the steps to seamlessly change those details without interrupting any service for your clients. Please have all your new account information, including any account numbers associated, …

How do I correct a failed membership payment? (memberships module only)

If one of your members’ payments fails, you’ll need to make a manual payment to replace the one that was missed. Log in on the staff side, then go to the client’s account (you can find it by searching for their name in the clients list). Then, click “Memberships” in the submenu and click the …

Do I have to download eSoft Planner on my computer?

No; eSoft Planner is completely web-based. That means that your account will be available to you, your staff and your clients from any internet-connected device. You’ll never need to worry about installing new versions of software- all updates are made automatically. You’ll also never need to worry about losing your data if your computer is …

Can I accept payments online?

eSoft Planner was built around the best practice of accepting online payments, which saves businesses time and money and adds customer convenience in the process. With eSoft Planner, your clients will be able to log in to their own accounts and pay from home – even when your facility is closed.

Is there a setup fee for eSoft Planner?

We assign every new eSoft Planner client a personal customer success rep to take you through the software, make sure it’s set up in the best way possible for your business, and help you get started. For that, we charge a one-time setup fee, which varies based on how many software features you use and …