How to Create a New Plan 


1. Select "New Plan" from the options in the top left corner.

Select "New Plan" from the options in the top left corner

 

2. Type in a name for the plan.

Note: A group email address will be automatically generated. A check mark next to your plan's name and email address means that they are available.

If you wish for the plan email address to be different (or if the one automatically generated is unavailable) than the one automatically generated, delete the one displayed and type the name of your choice.

Type in a name for the plan.

 

3. To make your plan viewable by only members you invite, select the toggle after "Make this plan public" to the No position.

To make your plan viewable by only members you invite...

 

 4. If desired, type details of the plan in the "Plan Description" box. 

Note: This may be beneficial if you are creating multiple plans that have similar names. 

Plan Description Box

 

5. Review the details of your new plan before selecting "Create Plan"

Review the details of your plan before selecting "Create Plan"

 

6. Turn on Notifications and Subscriptions.

a. Click the ellipsis (…)
b. Select "Edit Plan"
c. Select the checkbox under "Notifications and Subscriptions"
d. Select "Save" 

Turn on notifications

 

7. To subscribe to the group email.

a. Click the ellipsis (…)
b. Select "Subscribe to email updates"

To subscribe