See Plannimo in 90 seconds.
A scrolling walkthrough of the workflow — what an agent actually does in Plannimo, from sign-in to sending a client their itinerary.
Step 1
Open the dashboard
Your week, at a glance.
When you sign in, the dashboard shows what matters today and this week — your active trips, the reminders queued to fire in the next 7 days, your YTD commission, and a welcome checklist for new agents. The 4-up stat row gives you the high-level numbers without clicking anywhere.
Dashboard
Active trips · Upcoming reminders
Clients · YTD commission
Step 2
Plan a trip
Resort, dates, party — the rest is automatic.
Add a client (or import 50 from a CSV in 30 seconds). Pick a resort from the canonical WDW catalog. Enter check-in and check-out dates. Plannimo schedules every reminder the moment you save: 70-day ADR heads-up, 60-day window open, 7-day check-in, 7-day Lightning Lane, 1-day arrival, 2-day post-trip follow-up. You don't think about reminders again — they fire on their own.
New trip
Smith family · Polynesian Village
May 4 — May 11, 2026
Step 3
Trip detail with live countdowns
Every booking window in one place.
The trip page is the agent's command center. Live countdowns to ADR open (60-day mark), online check-in (7-day mark), Lightning Lane Multi Pass (7-day mark), and trip start. Status auto-bumps from booked → active → completed as dates pass. Reminders panel shows what's queued, what's been sent, what's still pending. Possible WDW events overlapping the trip dates are flagged inline.
Trip detail
ADR window · 47 days
Lightning Lane · in 53 days
Step 4
Generate an ADR wish list
AI-curated, ranked, ready for the 6 AM scramble.
Click 'Generate wish list' on a trip. Plannimo pulls from a curated WDW dining catalog, considers party size + family preferences from your notes, and produces a ranked list of 6-12 picks with one-line rationale per pick. You can edit, mark items booked at T-60 morning, or add manual picks. No more digging through TouringPlans tabs while the window opens.
ADR wish list
1. Cinderella's Royal Table — ☆☆☆☆
2. 'Ohana — character breakfast
Step 5
Talk to the co-pilot
Embedded AI that actually knows your trips.
A floating button at the bottom-right opens a chat drawer. The co-pilot — Claude Sonnet 4.6 — has read access to your clients, trips, dining catalog, and Disney domain knowledge. Ask it to draft a welcome email in your voice. Ask which trips need ADRs in the next 14 days. Ask what the Smith family knows about Lightning Lane. With your explicit confirmation, it can also make changes — schedule a custom reminder, mark a trip as booked, add an ADR pick. Every change is permanently logged.
Co-pilot
"Draft a welcome email for the Smith family"
Claude → email draft, ready to send
Step 6
Send a client-facing itinerary
One click → polished, branded, public link.
Every trip has a 'Generate itinerary' button. Plannimo drafts a markdown document with welcome paragraph, trip-at-a-glance, the booking-window timeline explained for the client, your dining recommendations, and an arrival-day checklist — all signed with your saved email signature. Hit publish and you get a public URL like plannimo.com/itinerary/abc123. Forward to the client. They open a polished branded page (without signing up). No more 'forwarded a Word doc'.
Public itinerary
Smith family · WDW · May 4–11
plannimo.com/itinerary/...
Step 7
Settings that fit your schedule
Customize reminders, digest time, and email signature.
Toggle which of the six default reminder types Plannimo sends you. Pick the hour your daily morning brief lands in your local time zone. Save your email signature once — it appends to every reminder + every AI-drafted email automatically. Subscription, plan, and Stripe customer portal are one click from the same place.
Settings
Daily digest · 7:00 AM Eastern
Reminders · 6 of 6 enabled
That’s the workflow.
Free for 14 days. No credit card. You can be on Plannimo with your first trip planned in under 10 minutes.