Why Hasn't My Upgrade Taken Effect Now That I've Paid?

Normally, as soon as you complete the payment process your upgrade is reflected in your account.  You can always know your current plan by looking at the plan name that appears at the top right of the screen, next to your name.  In some cases the account update does not happen automatically due to the synchronization of the payments server and the site server.  Here's all you need to do to get your upgraded account activated in such cases:

1. After logging into your account, click the Accounts tab
2. On the screen that appears go to the Payments box and click View
3. On the next screen, which shows your payment history, click Update on the blue bar

When you complete these steps, your plan name at the top of the screen will update.

Why Am I Getting an Invalid Code Error When Signing On?

The Invalid Code error commonly occurs when trying to access the site using the confirmation link that you received by email after registering your account.  This link is a single-use code that validates and activates your account.  If you try to use the link again, you will get the 'invalid code' error.

Once you have validated your account with the single-use link, you access it by visiting www.TheOnePlanner.com and clicking Sign-In in the top right (the same as clicking here).  To sign in you enter your registered email address and the password you set for your account.  You may want to bookmark the sign in page for quick subsequent access.

How Do I Resign From A Posting?

To cancel your commitment to a posting, simply view the posting for which you have signed up and click Resign.  Your cancellation will generate an email to the coordinator and be reflected in the number of open and taken slots.

How Do I Edit The Notes I Added To A Posting?

The My Notes field is an optional field where you can add comments when signing up for a posting.  The comments are included in the sign-up email that goes to the coordinator.  For activity postings, the comments will be visible to members who view the posting.  Although the comments cannot be edited after you sign-up, here are some options:

1. If the posting still has openings, you can sign-up again and include revised notes.  Don't worry, you won't be signed up twice.  Your new sign-up will overwrite your old one and generate a new email to the coordinator apprising him or her of your new comments.  This only works if the posting still has openings because the system must first add your new sign-up before removing your old one.
2. If the posting is full and you still need to revise your notes, you can resign from the posting and then immediately sign-up again, with new notes.  Note: the resignation creates an email to the coordinator so you will want to sign-up again quickly.
3. If your revised notes are primarily intended for the coordinator, you might consider just sending the coordinator a direct email by selecting the respective planner using the View drop-down menu on the Home tab.  Once the planner is selected, the coordinator's name will appear in the sidebar.  Click the name to see all available contact information, including a button for sending an email.

I'm already member but the invitation link takes me to a registration page.

When you click an invitation link, you are taken to a page where you can register if you are not a member yet or sign in if you are a member.  Whichever route you take, the new planner will be added to your set of planners.


Sign In Button Not Visible
For users of Internet Explorer 8, a problem can occasionally arise that causes the sign in button not to display.  This is related to the "compatibility mode" of your browser.  You can correct the problem as follows:

1. To the right of the browser address bar is an icon that looks like a torn piece of paper.  Click this to toggle Compatibility View.
2. If that icon is not visible, click the blue gear-shaped icon on the toolbar and uncheck Compatibility View

To permanently disable compatibility view (recommended):

1. Click the blue gear-shaped icon on the toolbar and select Compatibility View Settings.
2. Make sure all the boxes at the bottom are unchecked and TheOnePlanner.com is not in the list at the top.
3. Click close.

Another option for accepting invitations is to do so by signing into your account and clicking the Planners Tab then Manage Invitations and then Accept an invitation.  More details on this simple method are covered here.

What If My Email Confirmation Link Doesn't Work?

When you register for your account we send you an email with a link for you to confirm your email address, thereby completing your registration.  On rare occasions the link may not work because it has been truncated by the user's email software or otherwise damaged en route.  If the link doesn't work, you can manually confirm your email address by visiting the confirmation page directly.

Just enter (copy/paste) the eleven digit confirmation code from the email you received and submit. This will complete your registration and take you into your account.

Put a Button on Your Website Allowing Customers to Make Appointments

Creating a link or a button that connects customers with your planner is a great way for your website to offer appointment scheduling.  Whenever one of your customers wants to schedule an appointment with you, he or she need only remember to visit your website and click the button or link that takes them to your planner.

To create a button or link for your customers who visit your website, just review the simple steps outlined in our article that describes creating invitation links.  With your website directing traffic for appointment scheduling you won't have to worry about missed opportunities or spending inordinate amounts of time trying to manage appointment booking yourself.

If you post an appointment slot in your planner and a customer nevertheless contacts you directly to schedule the slot, you may prefer to book the slot yourself rather than telling the customer to go to your planner.  No problem.  You can sign up for the slot yourself and put the customer's name in the notes field.  Once you sign up the slot will be marked filled (assuming the slot called for one customer) and thus other customers visiting your planner will be steered to open appointment slots.  For more information on how to handle sign-ups that happen "offline," i.e. by customers who don't use your planner, see our article on offline sign-ups.