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Creating an Account

Getting Started, Organisation

Before you can use plan2gether for your organisation, you need to create an account. This is a free process. Once you have created the free account you will be able to create your first rota. To make full use of plan2gether you should take out a subscription – this allows unlimited use of plan2gether for your organisation.

 

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Creating an Account

To set up your organisation’s account you need to do the following:

  1. Create an account
  2. Verify your email address
  3. Login to plan2gether.com
  4. Add your Organisation(s)

Detailed instructions:

  1. Go to plan2gether.com
  2. Click on Sign up
  3. Enter the requested details to create your account (name, email address and password)
  4. You will be sent an email, to the address you used to register, asking you to verify your email address.
    IMPORTANT: if you do not receive this email within a few minutes check the Spam/Junk folders for this email address. If your mail server uses Microsoft Office 365 please check the Quarantine if the verification email did not arrive. For help with this go here
  5. Click the link to verify your email address. This will take you to your Profile page.
  6. If you want to resend the verification email or change your password, go here
  7. Add your organisation. Type in the name of the organisation.
    IMPORTANT: The URL to access your rotas is created from your organisation name. The URL to access your system will be <mychurch>.plan2gether.com which could get quite long!  So take time to change it or abbreviate it at this point – you can’t change it later. For example, if your organisation name is “South Somethingshire Baptist Church” click on the Change button and make the URL something like – “ssbc”.  NOTE: URLs will be converted to be lower case.
  8. You have successfully created a free account. It can be converted to a subscription at any time and all data will be preserved. The free account lets you:
    • Add a limited number of people (300)
    • Create 1 team with up to 20 people and up to 10 roles
    • Create 1 event (recurring or non-recurring)
    • Send unlimited number of email notifications
    • Send SMS texts (purchase of credits required)
  9. You can login either by going to plan2gether.com, logging in, then selecting your organisation from the Profile page or going directly to <mychurch>.plan2gether.com
    Use the email address and the password you created in step 3 to login.
    You will be the organisation admin and billing admin by default. You can make other people an organisation admin or team manager if they are a user but you cannot change who is billing admin.

Taking out a Subscription

  1. Log in to plan2gether.com
  2. You will see your Profile page.
  3. Click on Manage subscription
  4. Choose the method of payment – monthly or annually
  5. Complete the subscription payment process.
  6. The invoice for the subscription will be emailed to you.

Buying SMS (Text message) Credits

  1. Log in to plan2gether.com
  2. You will see your Profile page.
  3. Click on Buy SMS credits
  4. Select number of credits
  5. Complete the payment process.
  6. The invoice for the SMS credits will be emailed to you.