Getting Started with an Administrator Account

This article will provide administrators with the information needed to develop their new Planbook account.

Welcome to Planbook! We are so glad you have chosen Planbook to support the planning needs of your school. Here you will find a variety of supports to help you get started building your school account. Navigate through our interactive guide below to set up your Planbook account and check our brief administrator video series to support you account setup.

Your teachers will easily be able to add their classes and start planning in alignment with the resources you added in the steps above. If you wish to customize your account further, we recommend exploring a few of our additional Planbook features:

Add Events, which will then be added to the plans of all teachers connected to the school account. Tip: This is great to do before the school year starts as No School Day Events will shift lessons.
There are a variety of ways administrators can generate reports including Teacher Plans and Standards.
The School List feature allows administrators to create a list of items for teachers to include in their lessons.
Administrators can easily copy school years between teachers, which can be especially helpful in times of transition.

Additional Resources

Planbook offers a variety of additional supports and resources:

Check out our Getting Started Video Guide as well as many other video resources on our YouTube channel.
Access the Overview in your account at any time by clicking the User Settings icon in the top-right menu and selecting Overview.
Our dedicated Success Team can help guide you through your journey. You can reach Planbook Monday - Friday, 8am to 4pm U.S. Central Time by emailing support@planbook.com or calling us at 856-386-2626.