Create a plan

1. Click Plans in the sidebar, then Add plan.
2. Give it a title, such as “Feb intake 2027”.
3. Choose New Plan to start from scratch, or Clone existing to copy a plan and try a different approach.
4. Pick a start date, then click Create Plan.

The board opens with your waitlist in the first column and a column for each room after it. The first time you open a plan, a short tour shows you around.

Reading the board

• Each card is a child, with their age and the days of the week. Purple days are the days they attend, or want to attend if they're on the waitlist.
• Spots shows the room's filled spots across the week, for example 38/60. Educators shows the staff you need to meet ratios. Click either for the day-by-day view: see See spots and educators by day.
• Use the date selector to view any day: today, next term or a year out. See Look ahead with the date selector.
• The header shows total spots filled across the week and the educators you need, and how both change as you make moves.
• Switch between Board and List at the top right.