On-boarding Services

Achieve your scheduling goals: reliably and fast. We help you with a hassle-free set-up and your personal scheduling coach gets you started with just plan it productively.

The On-boarding services include

  • Individually guided & customized starting phase
  • 5 Sessions with a dedicated scheduling coach
  • Productive setup of account: master data as well as functionality & modules
  • Ongoing helpful trips and tricks (web sessions & in-app chat box)
  • Consulting & support in establishing scheduling routines
  • Limited to 10 On-boarding customers at a time



Discovery call

Data preparation

Setting up the account

Visual Scheduling Cycle

Enhanced usage

  • Understanding your situation
  • Understanding your scheduling requirements
  • Definition of your “scheduling success” criteria
  • Collect your scheduling data in Excel
  • Resources
  • Calendars
  • Jobs & tasks
  • Create resource groups and resources
  • Create calendars
  • Create sample jobs
  • Day-to-day usage of just plan it
  • Create “real-life” jobs
  • Take scheduling actions
  • Work with the Execute Mode
  • Specify the interface to your ERP
  • Assessment of success
  • Individual tips & tricks
  • Advanced features

Once you are done with your on-boarding service, you have all what you need to unleash the full scheduling power of just plan it.

  • Your account is fully set up
  • You see and schedule your jobs & resource in just plan it
  • Your key users are trained
  • You achieve your scheduling goals

Simply put: We want to make sure that you get the maximum value of our software. With On-boarding services we go the extra-mile and make a customized deep-dive into your specific processes. On-boarding service is the proven short-track to your scheduling success:

  • You get a personal scheduling coach
  • You get ongoing personal support
  • You get a trial phase
  • You get some extra hand-holding
The On-Boarding service Is your short track to scheduling success