Getting Started

Create Your Account

Getting started with Planim takes just a few steps. Sign up and you'll be scheduling with your team in minutes.

Choose your sign-up method

Head to the registration page and enter your email address and a password. Alternatively, click one of the social login buttons to sign up instantly with an existing account.

Verify your email

Check your inbox for a verification email from Planim. Click the confirmation link to activate your account. If you signed up via OAuth, your email is verified automatically.

Land on your dashboard

Once verified, you'll land on your personal dashboard. From here you can see your workspaces, upcoming events, and any pending invitations from colleagues.

You can sign up or log in with Google, Microsoft, or Discord for one-click access. OAuth accounts are automatically verified — no confirmation email needed. You can link additional providers later from Settings > Security.

Create your free account and get started in seconds.

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Set Up Your First Workspace

A workspace is the central hub for your team's scheduling. From the dashboard, click Create Workspace, give it a name and an optional description.

You automatically become the owner of the workspace
Owners can manage settings, members, roles, and permissions
Each workspace has its own calendar, teams, tags, and integrations

Choose a clear workspace name that reflects your organization or project — you can always change it later in settings.

Invite Your Team

Navigate to Members in the workspace sidebar and click Invite. Enter the email addresses of your colleagues — they'll receive an invitation link via email.

Invited members can accept from their dashboard or directly from the email. You can assign roles when inviting:

Admin — can manage teams, events, and members
Member — can create events and participate in scheduling

Create Your First Event

Open the Calendar page and click on any time slot, or use the Create Event button. Fill in the event details:

Title and optional description
Start and end time
Participants from your workspace members
Team assignment for color-coding
Tags for categorization and filtering
Recurrence rules for repeating events (daily, weekly, custom)
Video conferencing link (Google Meet or Microsoft Teams)

You can also drag on the calendar grid to quickly create events with a specific time range.

Explore Calendar Views

Use the view switcher in the calendar header to toggle between Day, Week, and Month views.

Day View

See a detailed hour-by-hour breakdown of a single day. Multi-day and all-day events appear in a dedicated section at the top. Swipe or use arrow keys to navigate between days.

Week View

A seven-day grid that shows your team's full schedule at a glance. Events are color-coded by team, and overlapping events are stacked side by side with smart collision detection. Swipe horizontally to move between weeks.

Month View

A traditional calendar grid for long-range planning. Multi-day events span across days with continuous bars. Scroll vertically to navigate between months.

All views share these capabilities:

Drag and drop to move events between time slots
Resize events by dragging their edges
Filters in the sidebar to show/hide specific teams or members
Keyboard navigation for quick access (press ? to see shortcuts)

Open your workspace and explore the calendar.

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Your First 15 Minutes

Here's what a typical onboarding looks like for a team of five:

Minute 1–2: Sign up and create a workspace called "Acme Design Studio"
Minute 3–4: Create two teams — "Designers" and "Project Managers" — and pick distinct colors
Minute 5–7: Invite your four colleagues by email
Minute 8–10: Set your working hours (Mon–Fri, 9am–6pm, Fridays until 3pm)
Minute 11–13: Create your first event — a weekly team sync on Mondays at 10am
Minute 14–15: Connect your Google Calendar so existing meetings show up as busy time

By the time your colleagues accept their invitations, your workspace is ready. They just need to set their working hours and connect their calendars.

Workspaces Guide

Learn more about workspace management, roles, and permissions.

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