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Online Planning Tutorial

Let’s Get Started

In this video, I’ll walk you through everything you need to take care of initial setup for your brand new school year. The steps to set a starting date, name your school year, add the students, and add your courses are clear-cut and simple, as you’ll see in this walk-through. We’ll also take a quick look at some of the other features of your online planner, showing you the beautiful versatility of Online Planning.

Are you ready? Let’s get started!

Online Planning Transcript

Getting Started Instructional

Welcome to the adventure of Online Planning! Setting up your new school year is quick and easy. Let’s take a few minutes to walk through setup.

School Year

When you log in to your account, you’ll be taken directly to the setup page. With two quick steps, you’ll have your school year set up!

  1. Enter a start date. This is your anticipated start date, establishing a timeline for your school year. Don’t worry — this isn’t set in stone. You can always come back and update it later.
  2. Name your school year. Choose a name that will help you distinguish each school year, such as the calendar years your school year will fall into (i.e. 2020-2021 School Year).


When you click Next, you’ll be ready to set up your students.

  1. Click “Add New Students.” (In future years, you will be able to click “Add Existing Students” for all students already entered into the system.)
  2. Enter your student’s first name, last name, and grade for the upcoming school year.
  3. Select a color for your student. This will help you quickly and easily distinguish each student’s assignments on the Lessons page and Calendar.
  4. Optional: Add an image of your student. After you upload the image, you may crop it as desired. Simply click on the image to open a crop box, make your adjustments, and click Save.
  5. Repeat the process for each student.

Course Schedules

Click Next to begin adding course schedules. On this page, you will notice that there are three options for adding courses: Create A Custom Course, Use Purchased Course, or Purchase Course. Since you are just getting started, you’ll need to choose either the first or third option.

The easiest option is to click Purchase Course to purchase a Well Planned Gal Curriculum Schedule. When you purchase a schedule, it automatically imports into your planner, setting your school year start date as Day 1 for your assignments.

If you would prefer to create your own course schedule, simply click Create a Custom Course, then follow the prompts to get started. If you need additional help, view the Create a Custom Course or Install a Purchased Course tutorials.

Other Options

Now that you have completed the setup process, take a few minutes to familiarize yourself with the layout of Online Planning.

Across the top of your screen, you will see a number of icons. This is your main menu, and it is also customizable. If you click on the settings sprocket in the top right-hand corner of your screen, to the right of your profile icon and name, you’ll find a drop down menu with checkboxes. Choose what shows up in your main menu by clicking to check or uncheck the boxes beside each option. You can easily come back at any time and add or remove icons.

Under your profile icon, you will find additional management options, including account management, school setup for making any adjustments to your school year, and customization options for your assignment types and grading weight systems. And, anytime you need help, your Support option gives you access to FAQs, video tutorials, and customer service.

As you gain familiarity with every feature in your new online planner, you’ll find all the resources you need to keep up with school, home, and life.

getting started


How do I add vacations and days off to our school year?

When you add events to the calendar, you have the option to select whether or not you want to allow assignments on the day(s) of your event. Visit the Smart Scheduling tutorial to learn more!

How do I set up a login for my student?

There are two ways to accomplish this. You can either go to the Students page and update Permissions under each student, or you can set up logins in the Admin Management section under My Account. Find step-by-step instructions for student logins in the Adding Student Logins tutorial.

Can I adjust the semesters or switch to quarters instead?

The Online Planning software automatically divides your school year into two semesters for reporting purposes, based on your start date, and this cannot be adjusted.