Introduction to Planify Pro for New Users

0:00 hi there so welcome to planify pro i just quickly wanted to give you an intro and show you what you can do and what you can create here on our website so uh first i recommend you to always open the website in firefox and in a private mode window you can open a new private mode window and on the upper right side and then click on new private window and this is just to make sure you're running the newest version with the newest updates so once you have a new private window open and you're logged in you should see this front page here and all the planners we set to public can be accessed from here and you can also use them commercially as is you

0:45 don't have to apply changes to them but you can and they can all be used commercially if you're subscribed to a business plan to open the planner you would just click on them for example this planner here click on it and then it will open up you the planner in the gray page and to create multiple pages you can click here on multiple page and you can add a page down here below so let's go back to page one then usually all these planners are made in the a5 size but if you have a different size you can also resize it to another size for example the a6

1:30 the personal size or any other kind of size we also have travellers notebook sizes and we also have sizes for amazon kdp then to download the planner click on save export and then choose on what paper size you're exporting the planner or on what paper size you're printing the planner on so if you have us letter size at home click on us letter size and then click on generate pdf and it will start you an animation down here below it will take a few seconds and then the download button should show up where you can download the planner this is the download button so when you

2:17 click on it it will open you the pdf in a new tab and then from here you can download the planner to your computer and you can do that by clicking here on this download folder and then have save file selected and then click ok so let's go back to the gray page and let's say you would like to create a new planner from scratch you can click on create a new planner and then create a new planner and it will show you this template you see right here so what i suggest you do first is select a size and you can select any kind of size for example the a5 size

3:03 or use letter size a4 size any size and then next go to layout and here is where you can select a layout so how it works on planify pro is you first have to have a layout and you can select any kind of layout we have here you can select one with four boxes one with eight boxes or depending on what kind of planner you're creating you might want to have one which is three or just one it all depends on what kind of planner you're creating but let's say you're creating a very simple daily planner with three boxes for example this one

3:50 here then have the layout applied and to insert a widget you click on the box you want to insert a widget in then go to widget widget and select a widget you want to apply into it so we have different kinds of widget let me show you you can add calendars you can add simple grids you can add lists you can add time schedules you can add check boxes like this one here note boxes you can add horizontal boxes or you can also just add a text or you can add a dated widget

4:38 which will only show you the date so for this particular widget to customize this one you will click on it and then select a date so let's say you want to create a simple daily planner and want to add a daily schedule into this field what you can do is go to time schedule which is here or you can also just filter for daily and then click on time schedule and then to customize this widget you can customize it down here below you can for example change the text to something new you can remove or show the header

5:26 let me change it for example to schedule then you can also change the time for example starting at 7 am till 10 am and then this column here is called the sticker side which will always be or which currently is 1.5 inches which means you can add any kind of stickers into this field that is 1.5 inches wide and it will fit but if you want to have this one removed you can click on none and this will remove the sticker side so then here on the next box here you can for example add a to-do list and then maybe

6:12 call it task and you can also increase the rows and you can also choose a new icon for example hearts like here and down here for example let's add a meal planner um these horizontal boxes will be fine and you can also remove the example box and have it displayed like this you can also further customize or type something new in it so let's say you're happy with how it looks like but you would like to have a header up here then go to text

6:58 and here is where you can customize all types of fonts so let me show you the guide and the guide will show you that we have four types of fonts we have h1 h2 h3 and h4 so h1 will be the upper header you see here oh we are on the wrong page i'm sorry on the right page click on right page have right page selected click on add header and here you can add or remove the header then you can also choose between different kinds of headers for example you can also have just a

7:43 long box you can have a line and you can have a field box or something that looks like this you can also add a second header column and have a different header type on the other side like this but let's keep it simple and this one looks fine then to customize the font go to the next tab where it says font and here you can select a new font you can also increase or decrease the header size the font size

8:28 and then if you go to h2 h2 will change the fonts of um the headers of each widget so these two so you can click on it to choose a new font and on regular we have normal fonts or fonts that are non-script like this so once you have the font selected and you can also customize the h3 font so what the h3 font is is when you click on a row you can actually type something within like this and the h3 font

9:15 will change the font of this of the text which is typed within the widget so this is how the text works then let me also show you the styling panel so here is where you can select the styling of the planner let me show you for example we have neutral styles we have minimal styles and decorative and bold styles so on the neutral tab you'll find neutral styles and you see depending on which which option i click the styling of the planner will change

10:01 and you can select any type of styling here if you have two selected widgets selected it will only apply the styling to the widget you have selected for example um like this then let's go to the color panel and here is where you can change the colors you can generate random colors by just clicking on it or you can go to custom colors and select a color from the color palette like this and the color palettes here are all programmed to match so you can technically select any kind

10:47 of color and it should always look okay or it should always look good and if you want to further customize each color so they all will display up here and you can individually click on them to further adjust the color if you have a hex color or if you have a hex code you can also type in the hex code up here and the planner will always have three colors it will always have an outline color so the line around the widget is called the outline and this color will change the outline of the widget

11:33 then the header color is the color of the header so this this color field will change the header and then the line color is the color of the lines in the widgets but if you want you can also individually change the color of each widget so let's say you like how it looks like but you would like to have a red header on this specific particular widget so to do that you can click on it and then in the setting you can go to header and you can select a new color like this

12:19 so this will change the color individually for individual selected widgets then if you for example want to have blue lines just for this widget you can click online and then select the blue color and it will apply this blue color and to the lines for just this widget here so this is how the colors work then the last part are the patterns and here you can apply patterns to the planner for example flakes or let me choose a different one for example festive trees you can have them apply full

13:05 or as a frame you can apply them as a border or outline or as a border up here or like this and you can also filter for the patterns for example you can type in flower and it should filter you all the flower patterns like this and you can click on them to apply them to the template so let's say you're happy with your planner and you want to download it what i first recommend you is maybe to copy paste it to the left side

13:50 so where it says right to left click on this button to copy paste it to the other side and once you have it copied to the other side you can go to save export and then generate a pdf file and then download it to your planner now if you have been asking about single pages and if there was an option to just create one page instead of the right and the left page and as of now that isn't possible however we will add this option in the future but as of right now it will always ask you to create a left and a right side however if you only want to create one page what you

14:37 technically could do to get rid of this extra space in the middle is you could go to layout and then where it says outer padding and inner padding which is this is the inner and this is the outer you can adjust them to be the exact same so for example the inner copy paste copy it and then paste it to the outer pattern and now you will have equal sides left and right however you will have to remove the patterns because this border is taking up space as well so click on none to remove it and now

15:24 you see that the left um the inner padding and the outer padding are identical as well as on the left side then when you download the planner and if you only want to export this this one page you can select the first option click on generate pdf and it will create you a pdf file that is single pages so click to download and here we go so now you see that it created you single pages with equal spacings on the left and on the right side as for saving you can also click on save

16:11 and then save the planner to your collection and your collection is accessible when you click on hub and then collection this will open you the collection page and here you'll find all the pages or files you've saved and from here you can also download the file again and you can also create listing images here as well so for example let's say you've created a planner and you want to create a listing image let's say you are subscribed to a business plan and you're selling them on etsy what you can do is click on make listing image and here it will allow you to create a

16:57 listing image a very simple listing image for your etsy shop so you can choose a different kind of paper you can choose different kinds of fonts for example this one here you can add a you can change the text the subtext as well and you can make them bigger or smaller you might want to change or select a better font than i did here but i hope you get the idea and then you can click on get listing image to generate you a listing image

17:43 as of right now you can only create uh two a listing image with two pages and we currently don't support more than two pages so this was how to create planners on planify pro and if you have any questions you can message me on instagram or facebook anytime or you can also join our facebook group for more support thank you [Music] bye you